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 their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of "Powering Prosperity Around the World."

This role is nonexempt and requires onsite presence at a Turbo Tax location in the United States on a seasonal basis.

• 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.

• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active 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…