Intuit
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Tax Associate - Onsite
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. 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.
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.
Be a Proactive Community Ambassador – Embody a community ambassador mindset to cultivate a robust customer base for TurboTax.
Educate and Communicate Confidently – Represent TurboTax publicly in your local community.
Build Relationships – Connect with people and demonstrate sensitivity to their financial concerns.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience and interact with customers in person and through Intuit’s video tools.
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 and ongoing collaboration opportunities
Who You Are
Have an active 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.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and overcoming tax complexities.
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.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in 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
Benefits and Additional Information This position will be eligible for a cash bonus, equity rewards and benefits in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees.
Seniority Level Associate
Employment Type Part‑time
Job Function Accounting/Auditing and Finance
Industries Software Development
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Tax Associate - Onsite
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. 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.
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.
Be a Proactive Community Ambassador – Embody a community ambassador mindset to cultivate a robust customer base for TurboTax.
Educate and Communicate Confidently – Represent TurboTax publicly in your local community.
Build Relationships – Connect with people and demonstrate sensitivity to their financial concerns.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience and interact with customers in person and through Intuit’s video tools.
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 and ongoing collaboration opportunities
Who You Are
Have an active 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.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and overcoming tax complexities.
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.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in 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
Benefits and Additional Information This position will be eligible for a cash bonus, equity rewards and benefits in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees.
Seniority Level Associate
Employment Type Part‑time
Job Function Accounting/Auditing and Finance
Industries Software Development
#J-18808-Ljbffr