Intuit
Tax Associate - 2+ Yrs Paid Tax Experience Required
Intuit, Alexandria, Louisiana, United States, 71302
Tax Associate - 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 stress when tackling taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex scenarios (business income, amendments, investments), you will serve as the go‑to expert for clients. You will also grow 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 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 mindset to cultivate a robust client base. Serve as the local face of TurboTax, actively engaging new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for engagement.
Educate and Communicate Confidently – represent TurboTax in the local community, hosting learning events, participating in marketing efforts, and demystifying 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 a one‑time transaction into a loyal, multi‑year relationship.
Deliver a Best‑in‑Class Customer Experience – create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.
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
Discounts on Intuit products, including a free copy of TurboTax Live
Ongoing 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 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.
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
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
Job Details
Seniority level: Associate
Employment type: Part‑time
Job function: Accounting/Auditing and Finance
Industries: Software Development
#J-18808-Ljbffr
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 stress when tackling taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex scenarios (business income, amendments, investments), you will serve as the go‑to expert for clients. You will also grow 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 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 mindset to cultivate a robust client base. Serve as the local face of TurboTax, actively engaging new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for engagement.
Educate and Communicate Confidently – represent TurboTax in the local community, hosting learning events, participating in marketing efforts, and demystifying 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 a one‑time transaction into a loyal, multi‑year relationship.
Deliver a Best‑in‑Class Customer Experience – create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.
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
Discounts on Intuit products, including a free copy of TurboTax Live
Ongoing 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 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.
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
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
Job Details
Seniority level: Associate
Employment type: Part‑time
Job function: Accounting/Auditing and Finance
Industries: Software Development
#J-18808-Ljbffr