As an On-Site Select-Time Tax Associate, you will serve as the local face of our tax services, providing a trusted, welcoming experience for walk-in and scheduled clients. This role combines tax expertise with an entrepreneurial, community-driven spirit. You will work on-site from a local retail office to prepare simple-to-complex tax returns, provide face-to-face (and occasionally virtual) tax advice, and actively engage with the local community to help grow our client base.
Key Responsibilities
- Tax Preparation & Advice: Conduct thorough, professional tax interviews with clients. Prepare and complete accurate federal and state individual income tax returns (Form 1040) and associated schedules.
- Customer Experience: Deliver a best-in-class customer experience by breaking down complex tax codes into clear, personalized everyday language. Relieve customer stress and build long-term multi-year relationships.
- Community & Brand Ambassador: Enthusiastically represent the company locally. Participate in local marketing efforts, greet walk-in retail traffic, and engage with prospective clients to convert them into loyal customers.
- Tax Review & Optimization: Facilitate discovery sessions to uncover deductions, maximize refunds, minimize tax liabilities, and offer basic year-round tax planning advice.
- Audit & Tech Support: Provide clients with basic audit support guidance and accurately navigate company-specific tax software, CRM tools, and payment processing systems.
Core Skills & Qualifications
- Tax Experience: Minimum 1–3 years of experience filing individual federal and state tax returns preferred (or successful completion of an approved standard Income Tax Course / Tax Knowledge Assessment).
- Active PTIN: Must possess or be able to obtain an active Preparer Tax Identification Number (PTIN) from the IRS. Relevant state licenses (e.g., CTEC in California) if required by law.
- Customer Service Excellence: A friendly, professional, and empathetic demeanor with strong verbal and written communication skills.
- Tech Savvy: Proficient with Windows-based computer systems, tax software, digital filing systems, and basic office hardware.
- Entrepreneurial Mindset: Highly self-driven with a business-ownership mentality to proactively manage your seasonal client portfolio.
- Flexibility: Ability to work in a fast-paced retail environment with a flexible schedule, including evenings and weekends during peak tax weeks.
Skills Required
- 1-3 years experience filing individual federal and state tax returns
- Successful completion of an approved standard Income Tax Course or Tax Knowledge Assessment
- Possess or be able to obtain an active PTIN from the IRS
- Relevant state licenses when required by law (e.g., CTEC in California)
- Friendly, professional, empathetic demeanor with strong verbal and written communication skills
- Proficient with Windows-based computer systems, tax software, digital filing systems, CRM tools, and payment processing systems
- Entrepreneurial, self-driven mindset with business-ownership mentality
- Ability to work a flexible, retail schedule including evenings and weekends during peak tax weeks
- Ability to provide basic audit support guidance to clients
Intuit Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Intuit and has not been reviewed or approved by Intuit.
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Strong & Reliable Incentives — Bonuses, overtime during tax season, and attainable seasonal incentives are presented as meaningful additions to base pay, including for tax experts and associates. Stock plans and end-of-season payouts are also highlighted as consistent components of total earnings.
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Healthcare Strength — Medical, dental, and vision coverage are characterized as comprehensive and available quickly, complemented by disability, life, and pet insurance. Wellness support such as gym reimbursements, mental health programs, and gender-affirming care underpin a holistic benefits approach.
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Retirement Support — A 401(k) program with a notably strong employer match, plus Roth and mega backdoor Roth options, is emphasized as a core financial benefit. These features position retirement savings as a significant part of the total rewards package.
Intuit Insights
What We Do
Intuit is the global technology platform that powers prosperity for the people and communities we serve with TurboTax, Credit Karma, QuickBooks, and Mailchimp. Our teams innovate using a common architecture shared across all of our products to unlock powerful insights and deliver personalized customer experiences. Our robust data and AI capabilities are instrumental to our success as an industry leader in the financial technology sector for consumer and small business customers. At the foundation of our platform architecture is a 100% modern SaaS development environment that enables our developers to deliver code fast, with quality, security and compliance built in. This platform delivers 65 billion machine learning predictions per day and 810 million AI-driven customer interactions each year. In addition, our proprietary generative AI operating system (GenOS) also makes it possible for Intuit developers to accelerate genAI product development at scale, resulting in tools like Intuit Assist—our genAI-powered assistant embedded across our ecosystem of products. With our rich data platform, established AI foundation, commitment to data stewardship and responsible AI, and the exciting potential of our proprietary GenOS, we believe Intuit is uniquely positioned to lead the next wave of transformation and disruption. Our culture of experimentation, collaboration, global engineering events, and learning-focused tech programs enables diverse teams of talented technologists to solve challenging problems that have a global impact for approximately 100 million consumer and small business customers.
Why Work With Us
We believe that diversity fuels innovation, and we are committed to building an ethical and inclusive workplace that enables everyone to do the best work of their lives. Together, we’re giving everyone the opportunity to prosper. Join us!
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