Intuit
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit, Phoenix, Arizona, United States, 85003
Tax Associate – Onsite – 2+ Years Paid Tax Experience Required
Join Intuit as a TurboTax Live Seasonal Local Service Associate.
Overview Intuit seeks highly motivated individuals to serve customers on-site at TurboTax locations across the United States, providing full-service tax preparation, advice, and client relationship management during seasonal periods.
About The Role In this role you will work on-site from a TurboTax location, serving customers both in-person and virtually. You will leverage tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support.
What You’ll Do
Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (personal and business income, deductions optimization, amendments).
Be a Proactive Community Ambassador – Embody a "community ambassador" mindset to cultivate a robust customer base for TurboTax.
Educate and Communicate Confidently – Represent TurboTax in the local community, hosting learning events and demystifying taxes.
Build Relationships – Connect with clients, demonstrate sensitivity to financial concerns, and build long‑term trust.
Deliver a Best in Class Customer Experience – Create an exceptional experience, interacting in-person and via video tools, and help clients overcome tax challenges.
What You Get
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
Who You Are
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 communication skills (English/Spanish) 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.
Passionate about your local community and excited to work with Intuit to engage 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 Competitive base pay ranges by location: 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. This position will be eligible for a cash bonus, equity rewards, and benefits.
Benefits Nonexempt seasonal position with onsite presence at a TurboTax location in the United States. Intuit provides a comprehensive benefits package including health, dental, vision, and retirement plans.
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Overview Intuit seeks highly motivated individuals to serve customers on-site at TurboTax locations across the United States, providing full-service tax preparation, advice, and client relationship management during seasonal periods.
About The Role In this role you will work on-site from a TurboTax location, serving customers both in-person and virtually. You will leverage tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support.
What You’ll Do
Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (personal and business income, deductions optimization, amendments).
Be a Proactive Community Ambassador – Embody a "community ambassador" mindset to cultivate a robust customer base for TurboTax.
Educate and Communicate Confidently – Represent TurboTax in the local community, hosting learning events and demystifying taxes.
Build Relationships – Connect with clients, demonstrate sensitivity to financial concerns, and build long‑term trust.
Deliver a Best in Class Customer Experience – Create an exceptional experience, interacting in-person and via video tools, and help clients overcome tax challenges.
What You Get
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
Who You Are
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 communication skills (English/Spanish) 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.
Passionate about your local community and excited to work with Intuit to engage 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 Competitive base pay ranges by location: 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. This position will be eligible for a cash bonus, equity rewards, and benefits.
Benefits Nonexempt seasonal position with onsite presence at a TurboTax location in the United States. Intuit provides a comprehensive benefits package including health, dental, vision, and retirement plans.
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