Intuit
Tax Professional - 2+ Yrs Paid Tax Experience Required
Intuit, Albany, New York, United States
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. Whether assisting with simple W‑2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios such as business income, amendments, or investments, you will serve as the go‑to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty. This role is non‑exempt 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 tax liabilities, maximize refunds, and provide future tax planning advice. 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 prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Educate and Communicate Confidently – Represent TurboTax in the local community by 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 (saving for retirement, college funds, weddings, vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools to address inquiries and 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 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
Intuit provides a competitive compensation package with base pay ranges as follows: 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 This position will be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs.
#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. Whether assisting with simple W‑2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios such as business income, amendments, or investments, you will serve as the go‑to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty. This role is non‑exempt 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 tax liabilities, maximize refunds, and provide future tax planning advice. 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 prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Educate and Communicate Confidently – Represent TurboTax in the local community by 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 (saving for retirement, college funds, weddings, vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools to address inquiries and 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 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
Intuit provides a competitive compensation package with base pay ranges as follows: 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 This position will be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs.
#J-18808-Ljbffr