Seasonal Tax Preparer - Retail

About the role

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.”

Responsibilities

• Be a Proactive Community Ambassador
• Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax 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 TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable.
• Serve customers both in-person and virtually using Intuit TurboTax products.
• Leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support.
• Provide hands-on tax advice and complete preparation services for TurboTax 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.
• 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.

Requirements

• 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.

Qualifications

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

Skills

• 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).
• 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.

Benefits

Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. The expected base pay range for this position is provided based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Pay

The expected base pay range for this position is:

• 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
• Ohiio: $22.00 - $24.50
• Vermont: $24.50 - $27.00
• Washington: $25.50 - $28.50
• Washington DC: $24.50 - $27.00