Intuit
Overview
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in 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. 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, or handling more complex tax scenarios, you will serve as the go‑to expert for your clients. This is a nonexempt position that requires onsite presence at a TurboTax location in the United States on a seasonal basis.
What You’ll Do
Provide tax expertise by giving hands‑on tax advice and completing preparation services for TurboTax clients, handling simple to complex tax situations.
Be a proactive community ambassador, cultivating a robust customer base for TurboTax through local outreach and events.
Educate and communicate confidently, representing TurboTax in your local community and hosting engaging learning events.
Build relationships by demonstrating empathy and understanding of customers’ financial concerns, turning one‑time transactions into long‑term relationships.
Deliver a best‑in‑class customer experience, interacting with clients both in‑person and through Intuit’s video communication tools to address inquiries and overcome tax‑related challenges.
What You Get
Access to seasonal company benefits and resources, including a 401(k) savings plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O insurance, and an Employee Assistance Program.
Discounts on Intuit products, including a free copy of TurboTax Live, and ongoing collaboration and marketing support.
Who You Are
Active Preparer Tax Identification Number (PTIN) holder.
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.
Available to work a static weekly schedule of at least 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 in accordance with Intuit’s policies.
Proficient in technology, including tax preparation software and CRM/sales tools.
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 navigate taxation complexities.
Passionate about community engagement and expanding Intuit’s local presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills with high empathy and a friendly, professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment and manage 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
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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. 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, or handling more complex tax scenarios, you will serve as the go‑to expert for your clients. This is a nonexempt position that requires onsite presence at a TurboTax location in the United States on a seasonal basis.
What You’ll Do
Provide tax expertise by giving hands‑on tax advice and completing preparation services for TurboTax clients, handling simple to complex tax situations.
Be a proactive community ambassador, cultivating a robust customer base for TurboTax through local outreach and events.
Educate and communicate confidently, representing TurboTax in your local community and hosting engaging learning events.
Build relationships by demonstrating empathy and understanding of customers’ financial concerns, turning one‑time transactions into long‑term relationships.
Deliver a best‑in‑class customer experience, interacting with clients both in‑person and through Intuit’s video communication tools to address inquiries and overcome tax‑related challenges.
What You Get
Access to seasonal company benefits and resources, including a 401(k) savings plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O insurance, and an Employee Assistance Program.
Discounts on Intuit products, including a free copy of TurboTax Live, and ongoing collaboration and marketing support.
Who You Are
Active Preparer Tax Identification Number (PTIN) holder.
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.
Available to work a static weekly schedule of at least 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 in accordance with Intuit’s policies.
Proficient in technology, including tax preparation software and CRM/sales tools.
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 navigate taxation complexities.
Passionate about community engagement and expanding Intuit’s local presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills with high empathy and a friendly, professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment and manage 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
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