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 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. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in plain language.
Be a Proactive Community Ambassador – Cultivate a robust local customer base, serve as the local face of TurboTax, engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support to enhance customer engagement.
Educate and Communicate Confidently – Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build Relationships – Connect with people and demonstrate sensitivity to financial concerns to build long-term trust and loyalty beyond a one-time transaction.
Deliver a Best in Class Customer Experience – Provide professional, empathetic service and help clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools, addressing inquiries and overcoming tax-related 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 including a free copy of TurboTax Live, 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 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 for the community in accordance with Intuit 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 taxation complexities.
Committed to engaging with the local community and building Intuit’s presence locally and online.
Entrepreneurial and self-driven with a business ownership mindset.
Exceptional customer service, high empathy, and a friendly, professional demeanor.
Willing to be showcased 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 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 and Logistics Intuit provides a competitive compensation package with a pay-for-performance approach. The expected base pay range by location includes:
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
Other
Seasonal, nonexempt, onsite position at a TurboTax location in the United States.
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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 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. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in plain language.
Be a Proactive Community Ambassador – Cultivate a robust local customer base, serve as the local face of TurboTax, engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support to enhance customer engagement.
Educate and Communicate Confidently – Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build Relationships – Connect with people and demonstrate sensitivity to financial concerns to build long-term trust and loyalty beyond a one-time transaction.
Deliver a Best in Class Customer Experience – Provide professional, empathetic service and help clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools, addressing inquiries and overcoming tax-related 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 including a free copy of TurboTax Live, 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 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 for the community in accordance with Intuit 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 taxation complexities.
Committed to engaging with the local community and building Intuit’s presence locally and online.
Entrepreneurial and self-driven with a business ownership mindset.
Exceptional customer service, high empathy, and a friendly, professional demeanor.
Willing to be showcased 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 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 and Logistics Intuit provides a competitive compensation package with a pay-for-performance approach. The expected base pay range by location includes:
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
Other
Seasonal, nonexempt, onsite position at a TurboTax location in the United States.
#J-18808-Ljbffr