Intuit
Tax Professional - 2+ Yrs Paid Tax Experience Required
Join to apply for the
Tax Professional - 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, or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. 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, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Be a Proactive Community Ambassador - Cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, engage with new prospects, nurture leads, and convert them into long-term clients through outreach. Organize local events, with the support of TurboTax, 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. Build Relationships - Connect with people, demonstrate understanding of financial concerns, and build long-term trust. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers in-person and through Intuit’s video tools; address client inquiries and tax 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, and ongoing collaboration opportunities with TurboTax’s network of professionals. 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+ federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing 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 in line 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 navigate taxation. Strong community orientation and ability to engage locally and online. Entrepreneurial and self-driven with a business ownership mindset. Exceptional customer service, empathy, and professionalism. Willing to be featured in marketing efforts for TurboTax Live. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax software and CRM tools. Additional Requirements
Must reside within the United States. Must possess or be able to obtain related state licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a pay-for-performance approach. The expected base pay ranges by location include: Bay Area CA $23.70-$28.00, Southern CA $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 may be eligible for a cash bonus and equity rewards. Pay depends on job-related knowledge, skills, experience, and location. What you\'ll bring / How you will lead
Seniority level: Associate Employment type: Part-time Job function: Accounting/Auditing and Finance Industries: Software Development
#J-18808-Ljbffr
Join to apply for the
Tax Professional - 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, or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. 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, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Be a Proactive Community Ambassador - Cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, engage with new prospects, nurture leads, and convert them into long-term clients through outreach. Organize local events, with the support of TurboTax, 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. Build Relationships - Connect with people, demonstrate understanding of financial concerns, and build long-term trust. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers in-person and through Intuit’s video tools; address client inquiries and tax 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, and ongoing collaboration opportunities with TurboTax’s network of professionals. 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+ federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing 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 in line 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 navigate taxation. Strong community orientation and ability to engage locally and online. Entrepreneurial and self-driven with a business ownership mindset. Exceptional customer service, empathy, and professionalism. Willing to be featured in marketing efforts for TurboTax Live. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax software and CRM tools. Additional Requirements
Must reside within the United States. Must possess or be able to obtain related state licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a pay-for-performance approach. The expected base pay ranges by location include: Bay Area CA $23.70-$28.00, Southern CA $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 may be eligible for a cash bonus and equity rewards. Pay depends on job-related knowledge, skills, experience, and location. What you\'ll bring / How you will lead
Seniority level: Associate Employment type: Part-time Job function: Accounting/Auditing and Finance Industries: Software Development
#J-18808-Ljbffr