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Intuit

Tax Associate - Onsite

Intuit, Fort Worth, Texas, United States, 76102

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Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in 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 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 when helping clients manage stress and navigate life events. This role is nonexempt and requires on‑site presence at a TurboTax location 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 (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Be a Proactive Community Ambassador

– Cultivate a robust customer base by actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through outreach and local events. Educate and Communicate Confidently

– Represent TurboTax as the local face, host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable. Build Relationships

– Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship. Deliver a Best‑in‑Class Customer Experience

– Create an exceptional experience by interacting with customers both in‑person and through Intuit’s video tools, addressing inquiries, and helping them overcome tax‑related challenges. What You Get

As a TurboTax Live – Seasonal Local Service Associate, you’ll receive access to exceptional seasonal benefits and resources, including: 401(k) savings plan with company matching Paid sick time Employee Stock Purchase Plan Employee Assistance Program and E&O insurance provided by Intuit Discounts on Intuit products and ongoing collaboration opportunities with TurboTax’s network. 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 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 and helping them overcome complex taxation. Deep local community engagement and enthusiasm for creating tax tips and educational videos. Entrepreneurial spirit and self‑driven with a business ownership mindset. Exceptional customer service skills with high empathy and a friendly, professional demeanor. Strong verbal and written communication skills. Ability to work independently in a fast‑paced environment 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

Intuit provides a competitive compensation package with pay for performance rewards. Expected base pay ranges (2025) are: Bay Area CA $23.70‑$28.00; Southern CA $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. The role is also eligible for cash bonus, equity rewards, and benefits in accordance with Intuit plans. Seniority level

Associate Employment type

Part‑time Job function

Accounting/Auditing and Finance

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