Seasonal Tax Associate – Retail

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 their 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 by representing Turbo Tax locally and serving as a public face in the community.
• Engage with new prospects, nurture leads, and convert prospects into long‑term clients through proactive outreach.
• Lead local events with Turbo Tax support and participate in local marketing to make taxes accessible and approachable.
• Provide tax expertise by giving hands‑on tax advice, completing preparation services, and handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Deliver a best‑in‑class customer experience by creating an exceptional experience through professionalism, genuine interest, and building long‑term trust.
• Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools and address client inquiries while helping them overcome tax‑related challenges.

• 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.
• Full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.
• Enthusiastic about working in a collaborative team setting and treating co‑workers with respect.
• Values a culture of feedback and continuous improvement.
• Adaptable to working in a constantly evolving and sometimes ambiguous environment.
• Interest in building a local and online social presence as a Turbo Tax associate.
• 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.
• 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 communication skills.
• Ability to work in a fast‑paced environment independently while managing multiple priorities.
• Proficient with technology, including tax preparation software and CRM/sales tools.

• Must reside within the United States.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.

• California $25.50 - $28.50
• Colorado $24.50 - $27.00
• Hawaii $25.50 - $28.50
• Illinois $24.50 - $27.00
• Maryland $24.50 - $27.00
• Massachusetts $25.50 - $28.50
• Minnesota $22.00 - $24.50
• New Jersey $25.50 - $28.50
• New York $25.50 - $28.50
• Ohio $22.00 - $24.50
• Vermont $24.50 - $27.00
• Washington $25.50 - $28.50
• Washington DC $24.50 - $27.00