Intuit
Tax Associate - 2+ Yrs Paid Tax Experience Required
Intuit, Albany, Georgia, United States, 31701
Tax Associate - 2+ Yrs Paid Tax Experience Required
Join to apply for the Tax Associate - 2+ Yrs 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 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 provide full-service tax return preparation, tax advice, calculations, and software/product support. You will assess each customer’s situation and connect with them on a personal level to alleviate tax-related stress. You may assist with simple W2 filings, life events (marriage, children, elder care), or more complex scenarios like business income, amendments, or investments, acting as the go-to expert for clients. You will also help grow TurboTax’s local client base, establishing long-term relationships and driving customer loyalty. TurboTax will provide a playbook, essential tools, and dedicated support to facilitate success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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). Conduct discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning. Be a Proactive Community Ambassador: Cultivate a robust local customer base for TurboTax, act as the local face of TurboTax, engage with prospects, nurture leads, and convert them into long-term clients. Organize local events with TurboTax support to create engagement opportunities. Educate and Communicate Confidently: Represent TurboTax in the local community, host learning events, participate in local marketing, and demystify taxes to make them accessible. Build Relationships: Connect with people, understand financial concerns, and build long-term trust beyond one-time transactions. Deliver a Best-in-Class Customer Experience: Provide a professional, helpful experience, addressing client inquiries and helping with tax-related challenges. Interact with customers in-person and via video tools. What You Get As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal company benefits and resources, including: 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, opportunities to collaborate with TurboTax’s network of 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+ 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 for your community Bilingual (English/Spanish) skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills Passionate about empowering customers and helping them navigate taxation. Committed to the local community and building Intuit’s presence locally through events and content creation. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a professional demeanor. Willing to be featured in marketing efforts as a TurboTax Live Associate. 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. Intuit provides a competitive compensation package with a strong pay-for-performance approach. The expected base pay range by location includes: 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 may be eligible for cash bonus, equity rewards, and benefits, per applicable plans and programs. Pay is based on job-related knowledge, skills, experience, and location. Intuit conducts pay equity reviews to ensure fair compensation. Job Functions Accounting/Auditing and Finance Additional job titles listed for related roles include: Seasonal Tax Expert, Seasonal Bilingual Tax Professional, Seasonal Credentialed Tax Advisor, and others.
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Join to apply for the Tax Associate - 2+ Yrs 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 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 provide full-service tax return preparation, tax advice, calculations, and software/product support. You will assess each customer’s situation and connect with them on a personal level to alleviate tax-related stress. You may assist with simple W2 filings, life events (marriage, children, elder care), or more complex scenarios like business income, amendments, or investments, acting as the go-to expert for clients. You will also help grow TurboTax’s local client base, establishing long-term relationships and driving customer loyalty. TurboTax will provide a playbook, essential tools, and dedicated support to facilitate success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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). Conduct discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning. Be a Proactive Community Ambassador: Cultivate a robust local customer base for TurboTax, act as the local face of TurboTax, engage with prospects, nurture leads, and convert them into long-term clients. Organize local events with TurboTax support to create engagement opportunities. Educate and Communicate Confidently: Represent TurboTax in the local community, host learning events, participate in local marketing, and demystify taxes to make them accessible. Build Relationships: Connect with people, understand financial concerns, and build long-term trust beyond one-time transactions. Deliver a Best-in-Class Customer Experience: Provide a professional, helpful experience, addressing client inquiries and helping with tax-related challenges. Interact with customers in-person and via video tools. What You Get As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal company benefits and resources, including: 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, opportunities to collaborate with TurboTax’s network of 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+ 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 for your community Bilingual (English/Spanish) skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills Passionate about empowering customers and helping them navigate taxation. Committed to the local community and building Intuit’s presence locally through events and content creation. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a professional demeanor. Willing to be featured in marketing efforts as a TurboTax Live Associate. 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. Intuit provides a competitive compensation package with a strong pay-for-performance approach. The expected base pay range by location includes: 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 may be eligible for cash bonus, equity rewards, and benefits, per applicable plans and programs. Pay is based on job-related knowledge, skills, experience, and location. Intuit conducts pay equity reviews to ensure fair compensation. Job Functions Accounting/Auditing and Finance Additional job titles listed for related roles include: Seasonal Tax Expert, Seasonal Bilingual Tax Professional, Seasonal Credentialed Tax Advisor, and others.
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