Intuit
Tax Associate - 2+ Yrs Paid Tax Experience Required
Intuit, Cambridge, Massachusetts, us, 02140
Tax Associate - 2+ Yrs Paid Tax Experience Required
Join to apply for the
Tax Associate - 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 and complex tax situations, facilitating 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.
Educate and Communicate Confidently – Represent TurboTax in your local community, host engaging learning events, 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 in‑person and through Intuit’s video tools, addressing inquiries while helping them overcome tax‑related challenges.
What You Get As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal company benefits and resources, including:
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
Collaboration opportunities with TurboTax’s network of growth‑minded 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 engage with and build Intuit’s presence.
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 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.
Base Pay Compensation is based on your experience, location, and performance. Typical base pay ranges by region include:
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
In addition to base pay, this position may be eligible for a cash bonus, equity rewards, and benefits, in accordance with Intuit’s compensation and benefits plans.
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Tax Associate - 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 and complex tax situations, facilitating 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.
Educate and Communicate Confidently – Represent TurboTax in your local community, host engaging learning events, 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 in‑person and through Intuit’s video tools, addressing inquiries while helping them overcome tax‑related challenges.
What You Get As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal company benefits and resources, including:
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
Collaboration opportunities with TurboTax’s network of growth‑minded 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 engage with and build Intuit’s presence.
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 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.
Base Pay Compensation is based on your experience, location, and performance. Typical base pay ranges by region include:
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
In addition to base pay, this position may be eligible for a cash bonus, equity rewards, and benefits, in accordance with Intuit’s compensation and benefits plans.
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