Intuit
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit, Cleveland, Ohio, us, 44101
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
Join to apply for the
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
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. 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 and facilitating discovery sessions to uncover deductions, minimize liabilities, maximize refunds, and advise on future tax planning.
Be a Proactive Community Ambassador – embody a community‑ambassador mindset to cultivate a robust customer base, actively engage prospects, nurture leads, and convert them into long‑term clients through proactive outreach and local events.
Educate and Communicate Confidently – confidently represent TurboTax in your local community, host engaging learning events, participate in local 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 in helping clients achieve their financial goals, interacting with customers both in‑person and through Intuit’s video communication 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, including a free copy of TurboTax Live and ongoing collaboration opportunities with TurboTax’s network of professionals and marketing support
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 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 filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Committed to your local community and enthusiastic about engaging with and building Intuit’s presence locally.
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 featured in local and national marketing efforts as a TurboTax Live - Seasonal Local Service Associate.
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 This position will be eligible for a cash bonus, equity rewards, and benefits, in accordance with our applicable plans and programs. Pay is based on job-related knowledge, skills, experience, and work location. Additional details on compensation and benefits can be found at Intuit Careers | Benefits.
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Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
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. 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 and facilitating discovery sessions to uncover deductions, minimize liabilities, maximize refunds, and advise on future tax planning.
Be a Proactive Community Ambassador – embody a community‑ambassador mindset to cultivate a robust customer base, actively engage prospects, nurture leads, and convert them into long‑term clients through proactive outreach and local events.
Educate and Communicate Confidently – confidently represent TurboTax in your local community, host engaging learning events, participate in local 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 in helping clients achieve their financial goals, interacting with customers both in‑person and through Intuit’s video communication 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, including a free copy of TurboTax Live and ongoing collaboration opportunities with TurboTax’s network of professionals and marketing support
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 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 filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Committed to your local community and enthusiastic about engaging with and building Intuit’s presence locally.
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 featured in local and national marketing efforts as a TurboTax Live - Seasonal Local Service Associate.
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 This position will be eligible for a cash bonus, equity rewards, and benefits, in accordance with our applicable plans and programs. Pay is based on job-related knowledge, skills, experience, and work location. Additional details on compensation and benefits can be found at Intuit Careers | Benefits.
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