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. 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.
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). Facilitate discovery sessions and tax reviews to uncover deductions, minimize 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 of TurboTax, actively engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach, and organize local events.
Educate and Communicate Confidently – represent TurboTax in the local community, host learning events, participate in marketing efforts, and demystify taxes to make them accessible.
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 with professionalism and genuine interest to help clients achieve their financial goals, interacting with customers both in‑person and via Intuit’s video tools.
What You Get 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 (including a free copy of TurboTax Live), and ongoing collaboration opportunities and marketing support.
Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law.
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 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 tax complexities.
Passionate about your local community and excited to engage with Intuit to build presence.
Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, friendly professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with 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 Expected base pay range varies by location:
Bay Area – $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
Employment Details Seniority level: Associate
Employment type: Part‑time
Job function: Accounting/Auditing and Finance
Industries: Software Development
Referrals increase your chances of interviewing at Intuit by 2x.
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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.
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). Facilitate discovery sessions and tax reviews to uncover deductions, minimize 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 of TurboTax, actively engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach, and organize local events.
Educate and Communicate Confidently – represent TurboTax in the local community, host learning events, participate in marketing efforts, and demystify taxes to make them accessible.
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 with professionalism and genuine interest to help clients achieve their financial goals, interacting with customers both in‑person and via Intuit’s video tools.
What You Get 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 (including a free copy of TurboTax Live), and ongoing collaboration opportunities and marketing support.
Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law.
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 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 tax complexities.
Passionate about your local community and excited to engage with Intuit to build presence.
Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, friendly professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with 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 Expected base pay range varies by location:
Bay Area – $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
Employment Details Seniority level: Associate
Employment type: Part‑time
Job function: Accounting/Auditing and Finance
Industries: Software Development
Referrals increase your chances of interviewing at Intuit by 2x.
#J-18808-Ljbffr