Tax Associate – In-Store

Intuit Inc.; Chicago (IL); On-site; USD 35,000 - 50,000; Part time

Benefits offered by this job

401(k) Matching

Paid Sick Time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Free TurboTax copy

Marketing support

Job summary

Intuit Inc. is seeking a TurboTax Retail Expert to support customers at a TurboTax Retail or Flagship location in the United States. You will perform in-person tax preparation, provide tax advice, and assist clients with deductions and planning, while growing the local client base.

The role requires onsite work, tax credentials (EA/CPA/attorney preferred), and a customer-oriented approach within a retail setting. Uniforms, community outreach, and collaboration with TurboTax teams are expected.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• Active PTIN required for tax filing.
• Must possess or obtain state licenses or permits as needed.
• Minimum 3 years of paid tax return preparation (Fed/State 1040s).
• Familiarity with Circular 230.
• Willing to work onsite at TurboTax location 20+ hours/week.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory services beyond filing.
• Willing to wear a TurboTax uniform.
• Customer-facing retail experience is essential.

Responsibilities

• Provide hands-on tax advice and complete simple to complex returns.
• Conduct discovery sessions and tax planning with clients.
• Deliver exceptional customer experiences and build local client relationships.
• Leverage TurboTax marketing support to grow the client base.

Skills

EA/CPA/attorney license

PTIN

State license readiness

3+ tax returns processed per season

Circular 230 familiarity

Onsite retail readiness

Bilingual English/Spanish (plus)

Holistic tax advisory experience

Uniform compliance willingness

Front-facing customer service

Job description

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World."

About the Role:

In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products.

You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

This role is non-exempt and requires onsite presence at a TurboTax location in the United States.

What You'll Do:

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 and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.

Provide Tax Expertise

• Give hands-on tax advice and complete preparation services for TurboTax customers, 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.

What You Get:

As a TurboTax - Retail Expert, you'll receive access to exceptional company benefits and resources, including:

• 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program
• discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support

Key Qualifications

Who You Are:

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• Interest in building a local and online social presence as a TurboTax Expert, 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.
• Must be willing to wear a TurboTax uniform.
• Must be willing to work in a front facing retail environment.

Attributes & Skills: