Seasonal Tax Associate - Retail
location_onFish N' Tails Oyster Bar, 620, Main Street, Garland, Dallas County, Texas, 75040, United States
Job Description
About Intuit and the TurboTax Store Mission
Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate at one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, an entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate, you will focus on bringing in new customers and serving as their trusted advisor, empowering them to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”
In this role, you will work on-site from a TurboTax location, playing a key role in growing TurboTax’s client base within the local community. You will establish long-term relationships and drive customer loyalty by leveraging TurboTax marketing support and software to build a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products, providing full-service tax return preparation, tax advice, calculations, and software/product support.
Your ability to demonstrate an 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. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.
Your Role as a Community Ambassador
As a proactive community ambassador, you will enthusiastically represent TurboTax locally, serving as a fixture and public face of the brand in the community. You will engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. With the support of TurboTax, you will lead local events, participate in local marketing, and make the topic of taxes accessible and approachable.
Delivering a Best-in-Class Customer Experience
You will create an exceptional customer experience through professionalism and a genuine interest in helping clients achieve their financial goals, such as saving for retirement, college funds, weddings, or vacations. By connecting with people, you will build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. You will interact with customers both in-person and through Intuit’s state-of-the-art video communication tools, addressing client inquiries and helping them overcome tax-related challenges.
Attributes and Skills
We are looking for individuals who are passionate about empowering customers and helping them overcome the complexities of taxation. You should be passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence locally, such as speaking at events, building a local and online social presence, and creating content like tax tips and educational videos.
Ideal candidates are entrepreneurial and self-driven with a business ownership mindset to grow their customer portfolio. You should possess exceptional customer service skills, high empathy, and a friendly, professional demeanor. We are also looking for individuals excited to be showcased as a TurboTax Associate in local and national marketing efforts. Strong verbal and written communication skills are essential, as is the ability to work in a fast-paced environment independently while managing multiple priorities. You must be proficient with technology, including tax preparation software and CRM/sales tools.
Compensation and Benefits
Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. This position will be eligible for a cash bonus, equity rewards, and benefits, in accordance with our applicable plans and programs. Pay offered is 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.
Work location
Work model: On-site
Fish N' Tails Oyster Bar, 620, Main Street, Garland, Dallas County, Texas, 75040, United States
Garland, Texas
Key Responsibilities
- check_circleServe as a proactive community ambassador and public face of TurboTax locally
- check_circleEngage with new prospects and convert them into long-term clients
- check_circleProvide hands-on tax advice and complete preparation services for clients
- check_circleFacilitate discovery sessions and tax reviews to minimize tax liabilities
- check_circleCreate an exceptional customer experience through professional service
- check_circleInteract with customers in-person and via video communication tools
- check_circleAddress client inquiries and help them overcome tax-related challenges
- check_circleParticipate in local marketing and lead community events
Requirements
- verifiedActive, unrestricted EA, CPA, or Practicing Attorney credentials
- verifiedActive Preparer Tax Identification Number (PTIN)
- verifiedMinimum 3 years paid experience filing 50+ federal/state 1040 returns per season
- verifiedFamiliarity with Circular 230
- verifiedMust possess or obtain required State licenses, certificates, permits, or bonds
- verifiedMust reside within the United States