Intuit
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit, Birmingham, Alabama, United States, 35275
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.” What You’ll Do
Provide tax expertise - deliver hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations, facilitate discovery sessions and tax reviews. Be a proactive community ambassador - cultivate a robust customer base, engage prospects, nurture leads and convert them into long‑term clients through outreach and local events. Educate and communicate confidently - represent TurboTax in the community, host learning events, participate in local marketing efforts and demystify taxes. Build relationships - connect with people, demonstrate empathy and build long‑term trust. Deliver a best‑in‑class customer experience - interact with customers both in‑person and via Intuit’s video tools to address inquiries and overcome tax‑related challenges. Who You Are
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 of at least 24 hours per week at a TurboTax location. Interest in building a local and online social presence as a TurboTax Associate. Proficient with tax preparation software and CRM/sales tools. 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. Strong customer service skills, high empathy, friendly professional demeanor. Entrepreneurial and self‑driven with a business ownership mindset. Exceptional verbal and written communication skills. Ability to work in a fast‑paced environment independently while managing multiple priorities. Additional Requirements
Must reside within the United States. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. Compensation & Benefits
Base pay range varies by location: 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. The position is eligible for a cash bonus, equity rewards and benefits in accordance with Intuit’s plans and programs. EEO Statement
Intuit is an equal opportunity employer. All employees and applicants are treated equally in accordance with all applicable laws and regulations.
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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.” What You’ll Do
Provide tax expertise - deliver hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations, facilitate discovery sessions and tax reviews. Be a proactive community ambassador - cultivate a robust customer base, engage prospects, nurture leads and convert them into long‑term clients through outreach and local events. Educate and communicate confidently - represent TurboTax in the community, host learning events, participate in local marketing efforts and demystify taxes. Build relationships - connect with people, demonstrate empathy and build long‑term trust. Deliver a best‑in‑class customer experience - interact with customers both in‑person and via Intuit’s video tools to address inquiries and overcome tax‑related challenges. Who You Are
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 of at least 24 hours per week at a TurboTax location. Interest in building a local and online social presence as a TurboTax Associate. Proficient with tax preparation software and CRM/sales tools. 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. Strong customer service skills, high empathy, friendly professional demeanor. Entrepreneurial and self‑driven with a business ownership mindset. Exceptional verbal and written communication skills. Ability to work in a fast‑paced environment independently while managing multiple priorities. Additional Requirements
Must reside within the United States. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. Compensation & Benefits
Base pay range varies by location: 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. The position is eligible for a cash bonus, equity rewards and benefits in accordance with Intuit’s plans and programs. EEO Statement
Intuit is an equal opportunity employer. All employees and applicants are treated equally in accordance with all applicable laws and regulations.
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