Intuit
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Tax Associate - Local
role at
Intuit
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates on a seasonal basis in the United States. 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 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. Whether assisting with simple W2 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. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your 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). 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
– Embody a “community ambassador” mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
Educate and Communicate Confidently
– Represent TurboTax in your local community, confidently taking on the role of its public face with support, guidance, and resources. 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 the 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 customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools, addressing client inquiries while helping them overcome tax‑related 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
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 (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 the complexities of taxation
Passionate about your local community and excited to work with Intuit to engage with 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
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
Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location. For ongoing pay equity, Intuit conducts regular comparisons across categories of ethnicity and gender.
This position will be eligible for cash bonus, equity rewards, and benefits, in accordance with our applicable plans and programs.
Intuit is an Equal Opportunity Employer. All qualified applicants are encouraged to apply.
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Tax Associate - Local
role at
Intuit
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates on a seasonal basis in the United States. 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 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. Whether assisting with simple W2 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. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your 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). 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
– Embody a “community ambassador” mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
Educate and Communicate Confidently
– Represent TurboTax in your local community, confidently taking on the role of its public face with support, guidance, and resources. 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 the 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 customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools, addressing client inquiries while helping them overcome tax‑related 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
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 (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 the complexities of taxation
Passionate about your local community and excited to work with Intuit to engage with 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
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
Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location. For ongoing pay equity, Intuit conducts regular comparisons across categories of ethnicity and gender.
This position will be eligible for cash bonus, equity rewards, and benefits, in accordance with our applicable plans and programs.
Intuit is an Equal Opportunity Employer. All qualified applicants are encouraged to apply.
#J-18808-Ljbffr