Intuit
Job Title: Tax Associate – Onsite
Intuit
is seeking highly motivated individuals to join our TurboTax Live Seasonal Local Service team as a Tax Associate, working on‑site at a TurboTax location in the United States on a seasonal basis.
About The Role You will serve as a trusted tax advisor for TurboTax customers, providing full‑service tax return preparation, tax advice, calculations, and product support both in‑person and virtually. Your expertise will enable customers to navigate their tax needs effectively while building long‑term relationships and driving customer loyalty within the local community.
Responsibilities
Provide hands‑on tax expertise, handling simple to complex tax situations (personal and business income, deductions, amendments, investments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize liability, maximize refunds, and advise on future tax planning.
Act as a proactive community ambassador, cultivating a robust customer base by engaging prospects, nurturing leads, converting them into long‑term clients, and organizing local events to promote TurboTax.
Represent TurboTax confidently in the community, hosting learning events, participating in local marketing, and demystifying taxes to make them accessible.
Build relationships by demonstrating understanding of clients’ financial concerns, establishing trust, and turning one‑time transactions into multi‑year partnerships.
Deliver a best‑in‑class customer experience, interacting both in‑person and through video tools, addressing inquiries and overcoming tax‑related challenges.
Qualifications
Active Preparer Tax Identification Number (PTIN) required by law.
Minimum 2 years of paid experience filing 30+ federal and state 1040 returns per season using professional tax software.
Familiarity with Circular 230.
Willingness to work a static weekly schedule of at least 24 hours per week at a TurboTax location.
Interest in building a local and online social presence, creating tax‑related content in compliance with Intuit policies.
Strong verbal and written communication skills, high empathy, friendly and professional demeanor.
Entrepreneurial, self‑driven mindset with business ownership (building a customer portfolio).
Experience in holistic tax advisory services beyond basic filing preferred.
Bilingual (English/Spanish) communication skills are a plus.
Additional Requirements
Must reside within the United States.
Must obtain any required state licenses, certificates, permits, or bonds related to tax preparation.
Benefits and Compensation
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.
Ongoing collaboration opportunities through TurboTax’s professional network and marketing support.
Eligibility for cash bonus, equity rewards, and other benefits per Intuit’s applicable plans and programs.
Competitive base pay ranges by region:
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
The position is non‑exempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
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is seeking highly motivated individuals to join our TurboTax Live Seasonal Local Service team as a Tax Associate, working on‑site at a TurboTax location in the United States on a seasonal basis.
About The Role You will serve as a trusted tax advisor for TurboTax customers, providing full‑service tax return preparation, tax advice, calculations, and product support both in‑person and virtually. Your expertise will enable customers to navigate their tax needs effectively while building long‑term relationships and driving customer loyalty within the local community.
Responsibilities
Provide hands‑on tax expertise, handling simple to complex tax situations (personal and business income, deductions, amendments, investments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize liability, maximize refunds, and advise on future tax planning.
Act as a proactive community ambassador, cultivating a robust customer base by engaging prospects, nurturing leads, converting them into long‑term clients, and organizing local events to promote TurboTax.
Represent TurboTax confidently in the community, hosting learning events, participating in local marketing, and demystifying taxes to make them accessible.
Build relationships by demonstrating understanding of clients’ financial concerns, establishing trust, and turning one‑time transactions into multi‑year partnerships.
Deliver a best‑in‑class customer experience, interacting both in‑person and through video tools, addressing inquiries and overcoming tax‑related challenges.
Qualifications
Active Preparer Tax Identification Number (PTIN) required by law.
Minimum 2 years of paid experience filing 30+ federal and state 1040 returns per season using professional tax software.
Familiarity with Circular 230.
Willingness to work a static weekly schedule of at least 24 hours per week at a TurboTax location.
Interest in building a local and online social presence, creating tax‑related content in compliance with Intuit policies.
Strong verbal and written communication skills, high empathy, friendly and professional demeanor.
Entrepreneurial, self‑driven mindset with business ownership (building a customer portfolio).
Experience in holistic tax advisory services beyond basic filing preferred.
Bilingual (English/Spanish) communication skills are a plus.
Additional Requirements
Must reside within the United States.
Must obtain any required state licenses, certificates, permits, or bonds related to tax preparation.
Benefits and Compensation
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.
Ongoing collaboration opportunities through TurboTax’s professional network and marketing support.
Eligibility for cash bonus, equity rewards, and other benefits per Intuit’s applicable plans and programs.
Competitive base pay ranges by region:
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
The position is non‑exempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
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