Intuit
Tax Associate – 2+ Years Paid Tax Experience Required
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Overview Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates. 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 personally is critical to alleviating stress. Whether assisting with simple W2 filings, navigating life events, or handling more complex tax scenarios, 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, facilitating discovery sessions and tax reviews to uncover deductions and maximize refunds.
Be a Proactive Community Ambassador – embody a “community ambassador” mindset to cultivate a robust customer base, actively engage with new prospects, nurture leads, and convert them into long‑term clients.
Educate and Communicate Confidently – represent TurboTax in your local community, host engaging learning events, participate in local marketing efforts, and demystify taxes.
Build Relationships – connect with people, demonstrate understanding and sensitivity to financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – create an exceptional professional experience, interact with customers in‑person and via video tools, and address client inquiries while helping them overcome tax‑related challenges.
What You’ll Get
401(k) savings plan with company matching
Paid sick time
Employee Stock Purchase Plan
Employee Assistance Program
Worker’s compensation insurance and E&O insurance provided by Intuit
Access to Intuit products, including a free copy of TurboTax Live, plus ongoing collaboration opportunities and marketing support.
Who You Are
Have an active Preparer Tax Identification Number (PTIN)
Minimum 2 years of paid experience filing 30+ 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 community presence for Intuit, creating accessible tax content in accordance with company policies
English/Spanish bilingual communication skills are a plus
Experience in holistic tax advisory services beyond tax filing
Attributes & Skills
Passionate about empowering customers and helping them overcome taxation complexities
Passionate about local community engagement and marketing opportunities
Entrepreneurial and self‑driven with a business‑ownership mindset
Exceptional customer service skills, high empathy, friendly, professional demeanor
Excited to be showcased in local and national marketing efforts
Strong verbal and written communication skills
Ability to work independently in a fast‑paced environment and manage multiple priorities
Proficient with technology, 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 Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position varies by location:
Bay Area, California: $23.70 – $28.00 per hour
Southern California: $23.70 – $28.00 per hour
Colorado: $22.60 – $26.70 per hour
Hawaii: $23.70 – $28.00 per hour
Illinois: $22.60 – $26.70 per hour
Maryland: $22.60 – $26.70 per hour
Massachusetts: $23.70 – $28.00 per hour
Minnesota: $20.20 – $23.90 per hour
New Jersey: $23.70 – $28.00 per hour
New York: $23.70 – $28.00 per hour
Ohio: $20.20 – $23.90 per hour
Vermont: $22.60 – $26.70 per hour
Washington: $23.70 – $28.00 per hour
Washington DC: $22.60 – $26.70 per hour
This position will be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay offered is based on job‑related knowledge, skills, experience, and work location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.
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Overview Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates. 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 personally is critical to alleviating stress. Whether assisting with simple W2 filings, navigating life events, or handling more complex tax scenarios, 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, facilitating discovery sessions and tax reviews to uncover deductions and maximize refunds.
Be a Proactive Community Ambassador – embody a “community ambassador” mindset to cultivate a robust customer base, actively engage with new prospects, nurture leads, and convert them into long‑term clients.
Educate and Communicate Confidently – represent TurboTax in your local community, host engaging learning events, participate in local marketing efforts, and demystify taxes.
Build Relationships – connect with people, demonstrate understanding and sensitivity to financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – create an exceptional professional experience, interact with customers in‑person and via video tools, and address client inquiries while helping them overcome tax‑related challenges.
What You’ll Get
401(k) savings plan with company matching
Paid sick time
Employee Stock Purchase Plan
Employee Assistance Program
Worker’s compensation insurance and E&O insurance provided by Intuit
Access to Intuit products, including a free copy of TurboTax Live, plus ongoing collaboration opportunities and marketing support.
Who You Are
Have an active Preparer Tax Identification Number (PTIN)
Minimum 2 years of paid experience filing 30+ 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 community presence for Intuit, creating accessible tax content in accordance with company policies
English/Spanish bilingual communication skills are a plus
Experience in holistic tax advisory services beyond tax filing
Attributes & Skills
Passionate about empowering customers and helping them overcome taxation complexities
Passionate about local community engagement and marketing opportunities
Entrepreneurial and self‑driven with a business‑ownership mindset
Exceptional customer service skills, high empathy, friendly, professional demeanor
Excited to be showcased in local and national marketing efforts
Strong verbal and written communication skills
Ability to work independently in a fast‑paced environment and manage multiple priorities
Proficient with technology, 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 Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position varies by location:
Bay Area, California: $23.70 – $28.00 per hour
Southern California: $23.70 – $28.00 per hour
Colorado: $22.60 – $26.70 per hour
Hawaii: $23.70 – $28.00 per hour
Illinois: $22.60 – $26.70 per hour
Maryland: $22.60 – $26.70 per hour
Massachusetts: $23.70 – $28.00 per hour
Minnesota: $20.20 – $23.90 per hour
New Jersey: $23.70 – $28.00 per hour
New York: $23.70 – $28.00 per hour
Ohio: $20.20 – $23.90 per hour
Vermont: $22.60 – $26.70 per hour
Washington: $23.70 – $28.00 per hour
Washington DC: $22.60 – $26.70 per hour
This position will be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay offered is based on job‑related knowledge, skills, experience, and work location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.
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