Intuit
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit, West Sacramento, California, us, 95798
Tax Associate – Onsite – 2+ Years Paid Tax Experience Required
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 you with 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 (personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax‑planning advice.
Be a proactive community ambassador – embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
Educate and communicate confidently – represent TurboTax in your local community. Host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
Build relationships – connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust that turns one‑time transactions into loyal, multi‑year relationships.
Deliver a best‑in‑class customer experience – create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools.
What You Get
401(k) savings plan with company matching
Paid sick time
Employee Stock Purchase Plan
Errors & Omissions insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products, including a free copy of TurboTax Live
Ongoing collaboration opportunities with TurboTax’s network of growth‑mindful 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 tax 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 tax filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
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 showcased as a TurboTax Live - Seasonal Local Service Associate in local and national 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 Intuit provides a competitive compensation package with base pay ranges varying by location. The expected base pay range for this position is as follows:
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
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. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees.
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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 you with 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 (personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax‑planning advice.
Be a proactive community ambassador – embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
Educate and communicate confidently – represent TurboTax in your local community. Host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
Build relationships – connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust that turns one‑time transactions into loyal, multi‑year relationships.
Deliver a best‑in‑class customer experience – create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools.
What You Get
401(k) savings plan with company matching
Paid sick time
Employee Stock Purchase Plan
Errors & Omissions insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products, including a free copy of TurboTax Live
Ongoing collaboration opportunities with TurboTax’s network of growth‑mindful 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 tax 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 tax filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
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 showcased as a TurboTax Live - Seasonal Local Service Associate in local and national 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 Intuit provides a competitive compensation package with base pay ranges varying by location. The expected base pay range for this position is as follows:
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
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. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees.
#J-18808-Ljbffr