Tax Associate

Intuit is seeking an in-store Tax Associate to help customers confidently navigate tax season. In this customer-facing role, you'll use Intuit tools like Turbo Tax and Quick Books to prepare accurate federal and state returns, review financial documents, and identify deductions and credits for individuals and small businesses. You'll explain tax outcomes in clear, simple terms, ensure compliance with current regulations, and maintain strict data security.

Working on-site with a collaborative team, you'll benefit from Intuit's learning culture, tech-enabled workflows, and the opportunity to support millions on their path to financial prosperity.

Responsibilities

• Provide in-store tax preparation support for individual and small business clients using Intuit tools like Turbo
• Tax and Quick
• Books
• Review financial documents, verify data accuracy, and ensure compliance with current federal and state tax regulations
• Conduct client interviews to gather required information and identify credits, deductions, and optimization opportunities
• Explain tax outcomes and options in clear, customer-friendly language and answer client questions
• Maintain accurate, confidential records and follow Intuit security and privacy standards
• Collaborate with teammates and tax experts to resolve complex tax scenarios and escalate issues when needed
• Stay current on tax law updates, IRS guidelines, and Intuit product enhancements
• Contribute to a customer-obsessed, inclusive culture focused on continuous learning and process improvement

Required Skills

• Individual income tax preparation
• Small business tax preparation
• Knowledge of federal and state tax law
• Experience with tax software (e.g., Turbo
• Tax or similar)
• Basic accounting and bookkeeping
• Customer service and client communication
• Document review and data entry accuracy
• Using financial tools such as Quick
• Books
• Tax research and problem-solving
• Compliance with IRS and state regulations