Intuit
Tax Filer - 2+ Yrs Paid Tax Experience Required
Intuit, Davenport, Iowa, United States, 52800
Tax Filer - 2+ Yrs Paid Tax Experience Required
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.
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 W‑2 filings, navigating life events, or handling more complex tax scenarios, you will serve as the go‑to expert for your clients.
This role 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 simple to complex tax situations, facilitate discovery sessions and tax reviews to uncover deductions and provide future tax‑planning advice.
Be a proactive community ambassador: cultivate a robust customer base for TurboTax, actively engaging prospects, nurturing leads, and converting them into long‑term clients through outreach and local events.
Educate and communicate confidently: represent TurboTax in your local community, host engaging learning events, participate in local marketing efforts, demystify taxes, and make them accessible.
Build relationships: connect with customers, demonstrate sensitivity to their financial concerns, and build long‑term trust.
Deliver a best‑in‑class customer experience: create an exceptional experience, interact with customers both in-person and via Intuit’s video tools, and address inquiries while helping them overcome tax‑related challenges.
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 and discounts on Intuit products.
Ongoing collaboration opportunities with Intuit’s network of growth‑minded professionals and marketing support.
Who You Are
Have an active 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.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and overcoming the complexities of taxation.
Passionate about your local community and excited to build 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 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 while managing multiple priorities.
Proficient with 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.
Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. Base pay ranges for this position are: 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.
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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 W‑2 filings, navigating life events, or handling more complex tax scenarios, you will serve as the go‑to expert for your clients.
This role 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 simple to complex tax situations, facilitate discovery sessions and tax reviews to uncover deductions and provide future tax‑planning advice.
Be a proactive community ambassador: cultivate a robust customer base for TurboTax, actively engaging prospects, nurturing leads, and converting them into long‑term clients through outreach and local events.
Educate and communicate confidently: represent TurboTax in your local community, host engaging learning events, participate in local marketing efforts, demystify taxes, and make them accessible.
Build relationships: connect with customers, demonstrate sensitivity to their financial concerns, and build long‑term trust.
Deliver a best‑in‑class customer experience: create an exceptional experience, interact with customers both in-person and via Intuit’s video tools, and address inquiries while helping them overcome tax‑related challenges.
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 and discounts on Intuit products.
Ongoing collaboration opportunities with Intuit’s network of growth‑minded professionals and marketing support.
Who You Are
Have an active 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.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and overcoming the complexities of taxation.
Passionate about your local community and excited to build 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 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 while managing multiple priorities.
Proficient with 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.
Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. Base pay ranges for this position are: 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.
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