Intuit
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit, Holland, Michigan, United States, 49423
Tax Associate – Onsite (Seasonal)
Overview
Intuit is seeking highly motivated individuals to join our team as TurboTax Live Seasonal Local Service Associates. This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs and support 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. You will leverage your tax expertise to provide full‑service tax return preparation, tax advice, calculations, and software/product support. Your ability to connect with customers on a personal level is critical to alleviating the stress they feel when tackling their taxes. Whether assisting with simple W‑2 filings, navigating life events (marriage, children, elder care), or handling more complex scenarios (business income, amendments, or investments), you will serve as the go‑to expert for your clients. In addition, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty.
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 liabilities, maximize refunds, and provide future tax‑planning advice.
Serve as a proactive community ambassador – Build a robust customer base for TurboTax, actively engaging prospects, nurturing leads, and converting them to long‑term clients through outreach. Organize local events with TurboTax support to create opportunities for engagement.
Educate and communicate confidently – Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build 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 financial goals. Interact in‑person and via Intuit’s video communication tools, addressing inquiries while helping clients overcome tax challenges.
What You Get 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 professionals and marketing support
Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law.
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 in accordance with Intuit’s policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and overcoming complexities of taxation.
Passionate about the local community and excited to engage Intuit’s presence (speaking at events, creating content).
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, and professional demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Able to work independently in a fast‑paced environment 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 Base pay ranges by location: 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. The position is eligible for a cash bonus, equity rewards, and benefits.
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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. You will leverage your tax expertise to provide full‑service tax return preparation, tax advice, calculations, and software/product support. Your ability to connect with customers on a personal level is critical to alleviating the stress they feel when tackling their taxes. Whether assisting with simple W‑2 filings, navigating life events (marriage, children, elder care), or handling more complex scenarios (business income, amendments, or investments), you will serve as the go‑to expert for your clients. In addition, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty.
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 liabilities, maximize refunds, and provide future tax‑planning advice.
Serve as a proactive community ambassador – Build a robust customer base for TurboTax, actively engaging prospects, nurturing leads, and converting them to long‑term clients through outreach. Organize local events with TurboTax support to create opportunities for engagement.
Educate and communicate confidently – Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build 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 financial goals. Interact in‑person and via Intuit’s video communication tools, addressing inquiries while helping clients overcome tax challenges.
What You Get 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 professionals and marketing support
Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law.
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 in accordance with Intuit’s policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and overcoming complexities of taxation.
Passionate about the local community and excited to engage Intuit’s presence (speaking at events, creating content).
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, and professional demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Able to work independently in a fast‑paced environment 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 Base pay ranges by location: 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. The position is eligible for a cash bonus, equity rewards, and benefits.
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