Intuit
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Tax Associate - Local
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.”
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 (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive 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 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. Interact with customers both in-person and through Intuit’s video tools, addressing inquiries and helping overcome tax-related challenges.
What You Get As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional 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, 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 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 work with Intuit to engage with and 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 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
The position offers a base pay range that varies by location, with locations including California, Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Vermont, Washington, and Washington DC. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. The role may be eligible for cash bonuses, equity rewards, and benefits in accordance with applicable plans and programs.
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Tax Associate - Local
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.”
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 (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive 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 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. Interact with customers both in-person and through Intuit’s video tools, addressing inquiries and helping overcome tax-related challenges.
What You Get As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional 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, 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 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 work with Intuit to engage with and 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 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
The position offers a base pay range that varies by location, with locations including California, Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Vermont, Washington, and Washington DC. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. The role may be eligible for cash bonuses, equity rewards, and benefits in accordance with applicable plans and programs.
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