Intuit
Tax Filer - 2+ Yrs Paid Tax Experience Required
Intuit, West Sacramento, California, us, 95798
Tax Filer – 2+ Years Paid Tax Experience Required
Join to apply for the Tax Filer – 2+ Years Paid Tax Experience Required role at 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. You will demonstrate understanding of each customer’s unique situation, connect with them on a personal level, and alleviate stress when tackling their taxes. Whether assisting with simple W-2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your clients. You will play a key role in growing TurboTax’s client base within the local community and building long‑term relationships.
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, amendments). Facilitate discovery sessions, uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
Be a Proactive Community Ambassador – Embody a “community ambassador” mindset to cultivate a robust customer base for TurboTax. Serve as the local face, engage prospects, nurture leads, convert them into long‑term clients, and organize local events.
Educate and Communicate Confidently – Represent TurboTax confidently in the local community; host engaging events, participate in marketing efforts, and demystify taxes.
Build Relationships – Connect with clients, demonstrate sensitivity to their financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience, interact in‑person and via video tools, and address client inquiries to overcome tax challenges.
What You Get You’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) savings plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O insurance, Employee Assistance Program, discounts on Intuit products, and opportunities for collaboration 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 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.
Bonus: Bilingual (English/Spanish) communication skills.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers.
Passionate about community and local engagement.
Entrepreneurial and self‑driven with a business mindset.
Exceptional customer service skills, high empathy, friendly demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment 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 & Benefits Competitive base pay ranges by region:
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
Positions may also have a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
Job Details Seniority Level: Associate Employment Type: Part‑time Job Function: Accounting/Auditing and Finance
#J-18808-Ljbffr
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. You will demonstrate understanding of each customer’s unique situation, connect with them on a personal level, and alleviate stress when tackling their taxes. Whether assisting with simple W-2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your clients. You will play a key role in growing TurboTax’s client base within the local community and building long‑term relationships.
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, amendments). Facilitate discovery sessions, uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
Be a Proactive Community Ambassador – Embody a “community ambassador” mindset to cultivate a robust customer base for TurboTax. Serve as the local face, engage prospects, nurture leads, convert them into long‑term clients, and organize local events.
Educate and Communicate Confidently – Represent TurboTax confidently in the local community; host engaging events, participate in marketing efforts, and demystify taxes.
Build Relationships – Connect with clients, demonstrate sensitivity to their financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience, interact in‑person and via video tools, and address client inquiries to overcome tax challenges.
What You Get You’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) savings plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O insurance, Employee Assistance Program, discounts on Intuit products, and opportunities for collaboration 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 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.
Bonus: Bilingual (English/Spanish) communication skills.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers.
Passionate about community and local engagement.
Entrepreneurial and self‑driven with a business mindset.
Exceptional customer service skills, high empathy, friendly demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment 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 & Benefits Competitive base pay ranges by region:
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
Positions may also have a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
Job Details Seniority Level: Associate Employment Type: Part‑time Job Function: Accounting/Auditing and Finance
#J-18808-Ljbffr