Intuit
Overview
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates 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 TurboTax Live - Seasonal Local Service 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.”
About the Role In this role, you will work on‑site from a TurboTax location, serving 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. Whether assisting with simple W2 filings, navigating life events, or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty.
Responsibilities
Provide tax expertise by giving hands‑on tax advice and completing preparation services for TurboTax clients, handling simple to complex tax situations. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
Act as a proactive community ambassador to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through outreach and local event organization.
Educate and communicate confidently, representing TurboTax in the local community through learning events, marketing efforts, and tax demystification initiatives.
Build lasting relationships by demonstrating empathy and sensitivity to clients’ financial concerns.
Deliver a best‑in‑class customer experience, interacting with customers both in‑person and through Intuit’s video communication tools and helping them overcome tax‑related challenges.
Benefits
401(k) Savings Plan with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products, including a free copy of TurboTax Live
Ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals and marketing support
Qualifications
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
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 & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Strong community focus, excited to engage with and build Intuit’s presence in your local community.
Entrepreneurial and self‑driven with a business‑ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts.
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.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation
Bay Area California $23.70 - $28.00
Southern California $23.70 - $28.00
Colorado $22.60 - $26.70
Hawaii $23.70 - $28.00
Illinois $22.60 - $26.70
Maryland $22.60 - $26.70
Massachusetts $23.70 - $28.00
Minnesota $20.20 - $23.90
New Jersey $23.70 - $28.00
New York $23.70 - $28.00
Ohio $20.20 - $23.90
Vermont $22.60 - $26.70
Washington $23.70 - $28.00
Washington DC $22.60 - $26.70
Referrals increase your chances of interviewing at Intuit by 2x. Get notified about new Tax Associate jobs in San Diego, CA.
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About the Role In this role, you will work on‑site from a TurboTax location, serving 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. Whether assisting with simple W2 filings, navigating life events, or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty.
Responsibilities
Provide tax expertise by giving hands‑on tax advice and completing preparation services for TurboTax clients, handling simple to complex tax situations. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
Act as a proactive community ambassador to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through outreach and local event organization.
Educate and communicate confidently, representing TurboTax in the local community through learning events, marketing efforts, and tax demystification initiatives.
Build lasting relationships by demonstrating empathy and sensitivity to clients’ financial concerns.
Deliver a best‑in‑class customer experience, interacting with customers both in‑person and through Intuit’s video communication tools and helping them overcome tax‑related challenges.
Benefits
401(k) Savings Plan with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products, including a free copy of TurboTax Live
Ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals and marketing support
Qualifications
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
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 & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Strong community focus, excited to engage with and build Intuit’s presence in your local community.
Entrepreneurial and self‑driven with a business‑ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts.
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.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation
Bay Area California $23.70 - $28.00
Southern California $23.70 - $28.00
Colorado $22.60 - $26.70
Hawaii $23.70 - $28.00
Illinois $22.60 - $26.70
Maryland $22.60 - $26.70
Massachusetts $23.70 - $28.00
Minnesota $20.20 - $23.90
New Jersey $23.70 - $28.00
New York $23.70 - $28.00
Ohio $20.20 - $23.90
Vermont $22.60 - $26.70
Washington $23.70 - $28.00
Washington DC $22.60 - $26.70
Referrals increase your chances of interviewing at Intuit by 2x. Get notified about new Tax Associate jobs in San Diego, CA.
#J-18808-Ljbffr