Intuit
Tax Professional - 2+ Yrs Paid Tax Experience Required
Intuit, Cedar Rapids, Iowa, United States, 52404
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 You will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leveraging your tax expertise, you will provide full-service tax return preparation, tax advice, calculations, and software/product support. Your ability to understand 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 W‑2 filings, navigating life events such as marriage or children, or handling more complex scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your clients. Additionally, you will grow TurboTax’s client base within the local community by establishing long‑term relationships and driving customer loyalty. TurboTax will provide a clear playbook, essential tools, and dedicated support to facilitate your success. 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 (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.
Act as a proactive community ambassador and business owner by cultivating a robust customer base for TurboTax, engaging prospects, nurturing leads, and converting them to long‑term clients through proactive outreach and local events.
Represent TurboTax confidently in the 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 financial concerns, and build long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
Deliver an exceptional customer experience: interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools, addressing inquiries while helping them overcome tax‑related challenges.
What You Get
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
Active Preparer Tax Identification Number (PTIN) as required by law to file taxes
Minimum of 2 years 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 complex taxation challenges
Passionate about your local community and excited to build Intuit’s presence locally and nationally
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
Bay Area California: $23.70–$28.00 per hour
Southern California: $23.70–$28.00 per hour
Colorado: $22.60–$26.70 per hour
Hawaii: $23.70–$28.00 per hour
Illinois: $22.60–$26.70 per hour
Maryland: $22.60–$26.70 per hour
Massachusetts: $23.70–$28.00 per hour
Minnesota: $20.20–$23.90 per hour
New Jersey: $23.70–$28.00 per hour
New York: $23.70–$28.00 per hour
Ohio: $20.20–$23.90 per hour
Vermont: $22.60–$26.70 per hour
Washington: $23.70–$28.00 per hour
Washington DC: $22.60–$26.70 per hour
This position will be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and location. Intuit conducts regular comparisons across categories to ensure ongoing pay equity.
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About the Role You will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leveraging your tax expertise, you will provide full-service tax return preparation, tax advice, calculations, and software/product support. Your ability to understand 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 W‑2 filings, navigating life events such as marriage or children, or handling more complex scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your clients. Additionally, you will grow TurboTax’s client base within the local community by establishing long‑term relationships and driving customer loyalty. TurboTax will provide a clear playbook, essential tools, and dedicated support to facilitate your success. 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 (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.
Act as a proactive community ambassador and business owner by cultivating a robust customer base for TurboTax, engaging prospects, nurturing leads, and converting them to long‑term clients through proactive outreach and local events.
Represent TurboTax confidently in the 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 financial concerns, and build long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
Deliver an exceptional customer experience: interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools, addressing inquiries while helping them overcome tax‑related challenges.
What You Get
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
Active Preparer Tax Identification Number (PTIN) as required by law to file taxes
Minimum of 2 years 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 complex taxation challenges
Passionate about your local community and excited to build Intuit’s presence locally and nationally
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
Bay Area California: $23.70–$28.00 per hour
Southern California: $23.70–$28.00 per hour
Colorado: $22.60–$26.70 per hour
Hawaii: $23.70–$28.00 per hour
Illinois: $22.60–$26.70 per hour
Maryland: $22.60–$26.70 per hour
Massachusetts: $23.70–$28.00 per hour
Minnesota: $20.20–$23.90 per hour
New Jersey: $23.70–$28.00 per hour
New York: $23.70–$28.00 per hour
Ohio: $20.20–$23.90 per hour
Vermont: $22.60–$26.70 per hour
Washington: $23.70–$28.00 per hour
Washington DC: $22.60–$26.70 per hour
This position will be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and location. Intuit conducts regular comparisons across categories to ensure ongoing pay equity.
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