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.” 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 provide full-service tax return preparation, tax advice, calculations, and software/product support. You will demonstrate an understanding of each customer’s unique situation and connect with them on a personal level. This includes simple W-2 filings, life events (marriage, children, elder care), and more complex tax scenarios such as business income, amendments, or investments. You will be the go-to expert for clients and help grow TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt 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. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in clear, everyday language. Be a Proactive Community Ambassador – Cultivate a robust local 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 TurboTax support to create engagement opportunities. Educate and Communicate Confidently – Represent TurboTax 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 of their financial concerns, and build long-term trust that turns a one-time transaction into a multi-year relationship. Deliver a Best-in-Class Customer Experience – Create an exceptional customer experience with professionalism and genuine interest in helping clients achieve financial goals (e.g., saving for retirement, college funds, weddings, vacations). Interact with customers in-person and through Intuit’s video tools, addressing inquiries and helping solve tax-related challenges. What You Get
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal 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 Opportunities for ongoing collaboration 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 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 the 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 tax complexities. Passionate about the local community and building Intuit’s presence locally (speaking at events, creating content, etc.). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a friendly, professional demeanor. Willing to be featured 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 Notes
Intuit provides a competitive compensation package with a strong pay-for-performance approach. The base pay range varies by location, with approximate ranges as listed: Bay Area CA $23.70-$28.00; Southern CA $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. Pay offers may include bonuses and benefits where applicable. Pay is based on job-related knowledge, skills, experience, and location. Intuit conducts regular pay equity analyses.
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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.” 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 provide full-service tax return preparation, tax advice, calculations, and software/product support. You will demonstrate an understanding of each customer’s unique situation and connect with them on a personal level. This includes simple W-2 filings, life events (marriage, children, elder care), and more complex tax scenarios such as business income, amendments, or investments. You will be the go-to expert for clients and help grow TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt 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. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in clear, everyday language. Be a Proactive Community Ambassador – Cultivate a robust local 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 TurboTax support to create engagement opportunities. Educate and Communicate Confidently – Represent TurboTax 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 of their financial concerns, and build long-term trust that turns a one-time transaction into a multi-year relationship. Deliver a Best-in-Class Customer Experience – Create an exceptional customer experience with professionalism and genuine interest in helping clients achieve financial goals (e.g., saving for retirement, college funds, weddings, vacations). Interact with customers in-person and through Intuit’s video tools, addressing inquiries and helping solve tax-related challenges. What You Get
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal 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 Opportunities for ongoing collaboration 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 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 the 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 tax complexities. Passionate about the local community and building Intuit’s presence locally (speaking at events, creating content, etc.). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a friendly, professional demeanor. Willing to be featured 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 Notes
Intuit provides a competitive compensation package with a strong pay-for-performance approach. The base pay range varies by location, with approximate ranges as listed: Bay Area CA $23.70-$28.00; Southern CA $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. Pay offers may include bonuses and benefits where applicable. Pay is based on job-related knowledge, skills, experience, and location. Intuit conducts regular pay equity analyses.
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