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  1. Home
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  3. accounting & finance
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  5. Tax Associate
Intuit logo

Tax Associate

Not Disclosed•TemporaryOn-site

location_on33, Fairmount Avenue, City of Yonkers, Westchester County, New York, 10701, United States

Apply Now

About the Team

Intuit is on a mission to "Power Prosperity Around the World." Our TurboTax team is dedicated to helping customers navigate the complexities of their financial lives, transforming tax season from a source of stress into an opportunity for positive financial outcomes. We are looking for individuals who combine tax expertise with an entrepreneurial spirit to serve as trusted advisors in their local communities.

About the Role

As a Tax Associate – Retail On-Site, you will be the public face of TurboTax in your community. This unique seasonal role goes beyond simple tax preparation; it is about building long-term relationships and growing a thriving local business. You will work on-site at a TurboTax location, leveraging our marketing support and state-of-the-art software to empower customers with personalized tax advice and solutions.

In this position, you will serve customers both in-person and virtually, handling everything from simple returns to complex business income situations. Your ability to connect with people on a personal level is critical to alleviating the stress of tax season. You will act as a proactive community ambassador, engaging with prospects, leading local events, and making tax topics accessible and approachable. Whether you are uncovering deductions to maximize refunds or providing future tax planning advice, you will help turn one-time transactions into loyal, multi-year relationships.

Hiring Process

To join our team, please submit your application highlighting your tax experience and community engagement interests. Selected candidates will move through a process designed to assess both technical expertise and cultural fit, including:

  1. Initial Screening: Review of qualifications, including PTIN status and relevant tax filing experience.
  2. Interview: A conversation to discuss your approach to customer service, community outreach, and your entrepreneurial mindset.
  3. Final Selection: Offer and onboarding details for the seasonal engagement.

Equal Opportunity

Intuit is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We consider qualified applicants regardless of background, race, gender, age, religion, disability, or any other protected characteristic. We are particularly interested in bilingual (English/Spanish) candidates and those passionate about building a local and online social presence to serve their communities.

Work location

Work model: On-site

location_on

33, Fairmount Avenue, City of Yonkers, Westchester County, New York, 10701, United States

City of Yonkers, New York

Key Responsibilities

  • check_circleRepresent TurboTax locally as a community ambassador and public face
  • check_circleEngage with prospects and convert them into long-term clients through proactive outreach
  • check_circleProvide hands-on tax advice and prepare returns for simple to complex situations
  • check_circleFacilitate discovery sessions to uncover deductions and minimize tax liabilities
  • check_circleAddress client inquiries and help them overcome tax-related challenges
  • check_circleCreate accessible tax-related content and resources for the local community
  • check_circleLead local events and participate in marketing to make tax topics accessible
  • check_circleBuild long-term trust and loyalty by connecting with clients on a personal level
  • check_circleCreate exceptional customer experiences through in-person and virtual interactions

Requirements

  • verifiedState licenses, certificates, permits, or bonds
  • verifiedActive Preparer Tax Identification Number (PTIN)
  • verifiedMinimum 3 years paid experience filing 50+ federal and state 1040 tax returns per season
  • verifiedFamiliarity with Circular 230
  • verifiedMust reside within the United States
  • verifiedBilingual (English/Spanish) communication skills (preferred)
  • verifiedExperience in holistic tax advisory services

Nice to Have

Bilingual (English/Spanish) communication skills. Experience in holistic tax advisory services beyond tax filing.

Benefits & Perks

check_circleEligible for cash bonus and equity rewards
Intuit logo
Company

Intuit

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

3+ yrs (Mid Level)

Job Type

Temporary

Skills Required

Tax Preparation Software

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Frequently asked questions about Tax Associate at Intuit

What does a Tax Associate at Intuit do?expand_more
A Tax Associate at Intuit is responsible for the following: Represent TurboTax locally as a community ambassador and public face; Engage with prospects and convert them into long-term clients through proactive outreach; Provide hands-on tax advice and prepare returns for simple to complex situations; and Facilitate discovery sessions to uncover deductions and minimize tax liabilities.
What are the requirements for this Tax Associate role?expand_more
To qualify for the Tax Associate at Intuit position, applicants should have: State licenses, certificates, permits, or bonds; Active Preparer Tax Identification Number (PTIN); Minimum 3 years paid experience filing 50+ federal and state 1040 tax returns per season; Familiarity with Circular 230; Must reside within the United States; and Bilingual (English/Spanish) communication skills (preferred).
Where is the Tax Associate role at Intuit located?expand_more
Tax Associate at Intuit is based in 33, Fairmount Avenue, City of Yonkers, Westchester County, New York, 10701, United States. This is a on-site role.
Is this Tax Associate job remote, hybrid, or on-site?expand_more
Intuit has listed this Tax Associate role as on-site.
How much experience is required for this Tax Associate role?expand_more
Tax Associate at Intuit typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Tax Associate role at Intuit?expand_more
Key skills for Tax Associate at Intuit include Tax Preparation Software; CRM; Sales Tools; Circular 230; Ptin; and Spanish.
What category does the Tax Associate role belong to?expand_more
Tax Associate at Intuit is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Job seekers
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Jobs in TexasJobs in CaliforniaJobs in New YorkJobs in FloridaJobs in North CarolinaJobs in VirginiaAll states →
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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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CRM
Sales Tools
Circular 230
Ptin
Spanish
Accessibility