Intuit
Tax Filer - 2+ Yrs Paid Tax Experience Required
Intuit, Portland, Oregon, United States, 97204
Tax Filer - 2+ Yrs Paid Tax Experience Required
Join Intuit as a TurboTax Live Seasonal Local Service Associate and provide trusted tax advice and full‑service return preparation in a forward‑thinking, community‑focused environment. You’ll work on‑site at a TurboTax location across the United States on a seasonal basis, and help customers both in‑person and virtually. About The Role
In this role you will leverage your tax expertise to give full‑service tax return preparation, tax advice, calculations and software/product support. Your ability to understand each customer’s unique situation and connect with them at a personal level is critical. Whether assisting with simple W‑2 filings, navigating life events such as marriage or the birth of a child, or handling more complex scenarios such as business income, amendments or investments, you will serve as the go‑to expert for your clients. In addition, you will help grow TurboTax’s client base within the local community, building long‑term relationships and driving customer loyalty. This position is non‑exempt 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 both simple and complex tax situations. Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds and offer 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 prospects, nurturing leads and converting them into multi‑year clients through outreach and local events. Educate and Communicate Confidently – Represent TurboTax proudly in your local community. Host engaging learning events, participate in local marketing efforts, demystify taxes and make them accessible and approachable. Build Relationships – Connect with people, understand their financial concerns, and build long‑term trust to turn one‑time transactions into loyal, multi‑year relationships. Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience with professionalism and genuine interest in helping clients achieve financial goals such as saving for retirement, college, weddings or vacations. Interact with customers both in‑person and via state‑of‑the‑art video tools, addressing inquiries and overcoming tax‑related challenges. What You Get
As a TurboTax Live Seasonal Local Service Associate, you’ll receive seasonal company benefits and resources, including a 401(k) savings plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, and the Employee Assistance Program. You’ll also enjoy discounts on Intuit products and ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals. Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law. Have a 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. Be familiar with Circular 230. Be willing and available to work a static weekly schedule of at least 24 hours per week at a TurboTax location. Have an interest in building a local and online social presence as a TurboTax Associate, creating accessible tax‑related content in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Have experience in holistic tax advisory services beyond tax filing. Attributes & Skills
Passionate about empowering customers and helping them navigate tax complexities. Passionate about your local community and excited to engage with Intuit’s presence locally and nationally. Entrepreneurial and self‑driven with a business ownership mindset to grow your client portfolio. Exceptional customer service skills, high empathy and a 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, 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
Intuit provides a competitive compensation package with a pay‑for‑performance rewards approach. The expected base‑pay range for this position 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, D.C.: $22.60 – $26.70 This position is eligible for a cash bonus, equity rewards, and benefits in accordance with our programs. Pay is based on factors such as job‑related knowledge, skills, experience and work location. For ongoing updates on compensation and benefits, visit Intuit Careers | Benefits.
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Join Intuit as a TurboTax Live Seasonal Local Service Associate and provide trusted tax advice and full‑service return preparation in a forward‑thinking, community‑focused environment. You’ll work on‑site at a TurboTax location across the United States on a seasonal basis, and help customers both in‑person and virtually. About The Role
In this role you will leverage your tax expertise to give full‑service tax return preparation, tax advice, calculations and software/product support. Your ability to understand each customer’s unique situation and connect with them at a personal level is critical. Whether assisting with simple W‑2 filings, navigating life events such as marriage or the birth of a child, or handling more complex scenarios such as business income, amendments or investments, you will serve as the go‑to expert for your clients. In addition, you will help grow TurboTax’s client base within the local community, building long‑term relationships and driving customer loyalty. This position is non‑exempt 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 both simple and complex tax situations. Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds and offer 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 prospects, nurturing leads and converting them into multi‑year clients through outreach and local events. Educate and Communicate Confidently – Represent TurboTax proudly in your local community. Host engaging learning events, participate in local marketing efforts, demystify taxes and make them accessible and approachable. Build Relationships – Connect with people, understand their financial concerns, and build long‑term trust to turn one‑time transactions into loyal, multi‑year relationships. Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience with professionalism and genuine interest in helping clients achieve financial goals such as saving for retirement, college, weddings or vacations. Interact with customers both in‑person and via state‑of‑the‑art video tools, addressing inquiries and overcoming tax‑related challenges. What You Get
As a TurboTax Live Seasonal Local Service Associate, you’ll receive seasonal company benefits and resources, including a 401(k) savings plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, and the Employee Assistance Program. You’ll also enjoy discounts on Intuit products and ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals. Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law. Have a 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. Be familiar with Circular 230. Be willing and available to work a static weekly schedule of at least 24 hours per week at a TurboTax location. Have an interest in building a local and online social presence as a TurboTax Associate, creating accessible tax‑related content in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Have experience in holistic tax advisory services beyond tax filing. Attributes & Skills
Passionate about empowering customers and helping them navigate tax complexities. Passionate about your local community and excited to engage with Intuit’s presence locally and nationally. Entrepreneurial and self‑driven with a business ownership mindset to grow your client portfolio. Exceptional customer service skills, high empathy and a 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, 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
Intuit provides a competitive compensation package with a pay‑for‑performance rewards approach. The expected base‑pay range for this position 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, D.C.: $22.60 – $26.70 This position is eligible for a cash bonus, equity rewards, and benefits in accordance with our programs. Pay is based on factors such as job‑related knowledge, skills, experience and work location. For ongoing updates on compensation and benefits, visit Intuit Careers | Benefits.
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