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  1. Home
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  3. accounting & finance
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  5. Tax Associate – In-Store
Intuit logo

Tax Associate – In-Store

Not Disclosed•TemporaryOn-site

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

Apply Now

About the Role

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate, 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."

In this role, you will work on-site at a TurboTax location, playing a key part in growing TurboTax's client base within the local community. You will leverage 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 your tax expertise to provide full-service tax return preparation, advice, and software support. Your ability to connect with customers on a personal level is critical to alleviating the stress often associated with tax preparation.

Community & Culture

As a proactive community ambassador, you will enthusiastically represent TurboTax locally, serving as the public face of the brand in your neighborhood. You will engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. You will also lead local events, participate in marketing initiatives, and make the topic of taxes accessible and approachable for everyone.

We value a culture of feedback and continuous improvement. We are looking for individuals who are adaptable, comfortable navigating an ever-changing environment, and committed to treating colleagues with respect. This role offers the chance to be showcased in local and national marketing efforts, building a local and online social presence as a TurboTax associate.

Hiring Process

Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. The expected base pay range varies by location. This position is eligible for a cash bonus, equity rewards, and benefits in accordance with 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, Intuit conducts regular comparisons across categories of ethnicity and gender.

Equal Opportunity

Intuit is an equal opportunity employer. We consider qualified applicants regardless of background, race, gender, age, religion, disability, or any other protected status.

Work location

Work model: On-site

location_on

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Frequently asked questions about Tax Associate – In-Store at Intuit

What does a Tax Associate – In-Store at Intuit do?expand_more
Day-to-day, the Tax Associate – In-Store at Intuit will 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 – In-Store role?expand_more
To qualify for the Tax Associate – In-Store 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 – In-Store role at Intuit located?expand_more
Tax Associate – In-Store 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 – In-Store job remote, hybrid, or on-site?expand_more
Intuit has listed this Tax Associate – In-Store role as on-site.
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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 SoftwareCRMSales ToolsSpanishCircular 230Ptin
How much experience is required for this Tax Associate – In-Store role?expand_more
Tax Associate – In-Store at Intuit typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Tax Associate – In-Store role at Intuit?expand_more
Key skills for Tax Associate – In-Store at Intuit include Tax Preparation Software; CRM; Sales Tools; Spanish; Circular 230; and Ptin.
What category does the Tax Associate – In-Store role belong to?expand_more
Tax Associate – In-Store at Intuit is part of the accounting & finance job category on Recrutus.
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