Tax Professional - TurboTax Store

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On‑Site in one of our new Turbo Tax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On‑Site, you will focus on bringing in new customers and serving as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

• Be a Proactive Community Ambassador
  • Enthusiastically represent Turbo Tax locally, serving as a fixture and public face of Turbo Tax in the community.
  • Engage with new prospects, nurture leads, and convert prospects into long‑term clients through proactive outreach.
  • Lead local events with the support of Turbo Tax, participate in local marketing, and make the topic of taxes accessible and approachable.
• Provide Tax Expertise
  • Give hands‑on tax advice and complete preparation services for Turbo Tax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
  • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
  • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Deliver a Best in Class Customer Experience
  • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
  • Connect with people to build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
  • Interact with customers both in‐person and through Intuit’s state‑of‑the‑art video communication tools.
  • Address client inquiries while helping them overcome tax‑related challenges.

• You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN).
• Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.
• Enjoys working in a collaborative team setting, and treats co‑workers with respect.
• Values a culture of feedback and continuous improvement.
• Is adaptable to working in a constantly evolving and, at times, ambiguous environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.
• Committed to a culture of continuous improvement through actively soliciting and responding to feedback.
• Highly adaptable and comfortable navigating an ever‑changing and sometimes ambiguous work environment.
• Interest in building a local and online social presence as a Turbo Tax associate, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
• Excited to be showcased as a Tax Associate– Retail On‑Site in local and national marketing efforts.
• Exceptional customer service skills and a friendly, professional demeanor that forms long‑lasting relationships.
• Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
• Strong verbal and written…