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Tax Support Associate – Retail

Job Overview

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Employment Type

Temporary
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Compensation

Hourly
Range $24.50 - $28.50
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Benefits

competitive compensation
Cash bonus
Equity rewards
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan

Job Description

Intuit is a leading financial software company dedicated to powering prosperity around the world. As a pioneer in tax preparation and financial management, Intuit develops innovative products like TurboTax, QuickBooks, and Mint that help individuals, small businesses, and accountants achieve their financial goals through easy-to-use technology solutions. Known for its commitment to customer success and community engagement, Intuit fosters a culture of inclusion, innovation, and responsibility. The company continues to expand its footprint by opening new TurboTax Store locations across the United States, providing personalized tax services in a retail environment that blends expert advice with cutting-edge technology.

The Tax Associate - TurboTax Store is a critical role within Intuit’s seasonal and year-round workforce, focused on delivering full-service tax preparation and advisory services at one of the new TurboTax retail locations. This dynamic position offers a unique blend of entrepreneurial spirit, tax expertise, and community connection. The Tax Associate acts as both a trusted advisor and community ambassador, helping customers navigate complex tax situations while empowering them to realize positive financial outcomes. Working primarily on-site, the Tax Associate will engage with customers through in-person interactions and virtual communications using TurboTax’s innovative software and video tools.

In this role, you will be responsible for expanding TurboTax’s client base by proactively reaching out to new prospects and nurturing long-term relationships within your local community. The role demands an individual who is passionate about taxes and capable of simplifying complicated tax laws into accessible language. Tax preparation responsibilities include handling simple to complex personal and business income tax returns, optimizing deductions, managing amendments, and advising clients on future tax planning. The position requires a deep understanding of relevant tax laws and professional standards, as well as the ability to employ resources like government websites, professional tools, and support from the TurboTax team to deliver accurate, compliant tax solutions.

This nonexempt role requires a minimum commitment of 20 hours per week and provides flexibility during peak tax season, with scheduling subject to change. The position is suitable for those who thrive in a client-facing retail environment and are motivated by community engagement and entrepreneurial growth. Intuit values associates who demonstrate exceptional customer service, empathy, and professionalism, creating an exceptional customer experience that transforms one-time clients into loyal customers over multiple years.

Intuit offers competitive compensation, including a base pay range depending on location, as well as eligibility for cash bonuses, equity rewards, and comprehensive benefits. This opportunity is ideal for tax professionals holding active credentials such as EA, CPA, or Practicing Attorney, with substantial tax preparation experience and a desire to build a local and online presence that supports Intuit’s mission. Join Intuit’s TurboTax Store team and become a vital part of a company dedicated to making taxes accessible, understandable, and manageable for communities nationwide.

Job Requirements

  • Must reside within the United States
  • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
  • Minimum high school diploma or equivalent
  • Minimum of 3 years experience preparing tax returns using professional software
  • Active PTIN is required
  • Ability to work onsite at least 20 hours per week including weekends
  • Strong interpersonal and communication skills
  • Ability to work independently in a fast-paced environment
  • Passion for customer service and community engagement
  • Comfortable using technology, including tax software and CRM tools

Job Qualifications

  • Possess active, unrestricted credentials such as EA, CPA, or Practicing Attorney
  • Have an active Preparer Tax Identification Number (PTIN)
  • Possess or be able to obtain any related state licenses, certificates, permits, or bonds
  • Minimum of 3 years paid experience filing 50 or more federal and state 1040 tax returns per season
  • Familiarity with Circular 230
  • Comfortable working onsite at a retail or flagship TurboTax location
  • Interest in building local and online social presence creating accessible tax-related content
  • Bilingual English/Spanish communication skills are a plus
  • Experience in holistic tax advisory services beyond tax filing
  • Willingness to wear a TurboTax uniform and work in a front-facing retail environment

Job Duties

  • Enthusiastically represent TurboTax locally as a proactive community ambassador
  • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach
  • Lead local events and participate in local marketing to make taxes accessible and approachable
  • Provide hands-on tax advice and complete preparation services for customers handling simple to complex tax situations
  • Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and advise on future tax planning
  • Utilize professional tools, government resources, and team expertise to deliver accurate tax solutions in clear, everyday language
  • Create exceptional customer experiences exhibiting professionalism and genuine interest, connecting to build long-term trust
  • Interact with customers in-person and via Intuit’s video communication tools
  • Address client inquiries and help overcome tax-related challenges

Job Criteria

Experience

Mid Level (3-7 years)


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