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. 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 with professionalism and genuine interest in helping clients achieve their financial goals. Interact with customers 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 a 401(k) plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, Employee Assistance Program, discounts on Intuit products, and ongoing collaboration opportunities with TurboTax’s network of 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+ 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 taxation complexities. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a friendly, professional demeanor. 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.
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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. 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 with professionalism and genuine interest in helping clients achieve their financial goals. Interact with customers 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 a 401(k) plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, Employee Assistance Program, discounts on Intuit products, and ongoing collaboration opportunities with TurboTax’s network of 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+ 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 taxation complexities. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a friendly, professional demeanor. 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.
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