Tax Preparer - In-Store

Intuit

Santa Ana, CA

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JOB DETAILS

SKILLS

Bond Market, Canvassing, Communication Skills, Compensation and Benefits, Content Development, Continuous Improvement, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, English Language, Entrepreneurship, Government, Marketing, Marketing Software, Multilingual, Multitasking, Presentation/Verbal Skills, Product Support, Resolve Customer Issues, Retail, Retirement Funds, Sales Tools, Software Administration, Spanish Language, State Tax, Tax Accounting, Tax Planning, Tax Returns, Tax Software, Team Player, Writing Skills

LOCATION

Santa Ana, CA

POSTED

1 day ago

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. 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."

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, 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.

You will serve customers both in-person and virtually 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable.

Provide Tax Expertise

Give 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.

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.

Key Qualifications:

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.

Enjoys working in a collaborative team setting, and treats co-workers with respect.

Values a culture of feedback and continuous improvement.

Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.

Committed to a culture of continuous improvement through actively soliciting and responding to feedback.

Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.

Interest in building a local and online social presence as a TurboTax associate, 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.

Attributes and 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).

Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts.

Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.

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.

Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.

Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. 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

Ohio $22.00 - $24.50

Vermont $24.50 - $27.00

Washington $25.50 - $28.50

Washington DC $24.50 - $27.00

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit: Careers | Benefits

). 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.

About the Company

Intuit

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