Intuit
Tax Professional - 2+ Yrs Paid Tax Experience Required
Intuit, Dayton, Ohio, United States, 45444
Tax Professional - 2+ Years Paid Tax Experience Required
Name: Intuit – TurboTax Live Seasonal Local Service Associate (Seasonal) Overview
Intuit is seeking highly motivated individuals to join our dynamic team of TurboTax Live Seasonal Local Service Associates. 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." This seasonal role requires on‑site presence at a TurboTax location in the United States. About the Role
You will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products. Your tax expertise will support full‑service tax return preparation, tax advice, calculations, and software/product support. You will provide guidance on simple to complex tax scenarios, including business income, amendments, or investment matters, and be a key player in growing TurboTax’s client base within the local community. 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, facilitating discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning advice. Be a Proactive Community Ambassador – Embody a "community ambassador" mindset to cultivate a robust customer base. Act as the local face of TurboTax, actively engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach and local events. Educate and Communicate Confidently – Represent TurboTax in the local community, hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships – Connect with people, demonstrate empathy, 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 experience, professionalism, and genuine interest in helping clients achieve financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and via Intuit’s video communication tools. 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 (e.g., free copy of TurboTax Live) Ongoing collaboration opportunities with TurboTax’s network of professionals and marketing support Who You Are
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 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 Interested in building a local and online social presence for TurboTax Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond filing Attributes & Skills
Passionate about empowering customers and tackling tax complexities Dedication to local community engagement and building Intuit’s presence Entrepreneurial and self‑driven with a business ownership mindset Exceptional customer service skills, high empathy, friendly professional demeanor Strong verbal and written communication skills Ability to work independently in a fast‑paced environment while managing multiple priorities Proficient with tax preparation software, CRM, and 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
Expected base pay range varies by location. For example: 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 may also be eligible for a cash bonus, equity rewards, and benefits in accordance with Intuit’s applicable plans and programs. Seniority Level
Associate Employment Type
Part‑time (Seasonal) Job Function
Accounting/Auditing and Finance Industry
Software Development
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Name: Intuit – TurboTax Live Seasonal Local Service Associate (Seasonal) Overview
Intuit is seeking highly motivated individuals to join our dynamic team of TurboTax Live Seasonal Local Service Associates. 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." This seasonal role requires on‑site presence at a TurboTax location in the United States. About the Role
You will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products. Your tax expertise will support full‑service tax return preparation, tax advice, calculations, and software/product support. You will provide guidance on simple to complex tax scenarios, including business income, amendments, or investment matters, and be a key player in growing TurboTax’s client base within the local community. 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, facilitating discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning advice. Be a Proactive Community Ambassador – Embody a "community ambassador" mindset to cultivate a robust customer base. Act as the local face of TurboTax, actively engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach and local events. Educate and Communicate Confidently – Represent TurboTax in the local community, hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships – Connect with people, demonstrate empathy, 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 experience, professionalism, and genuine interest in helping clients achieve financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and via Intuit’s video communication tools. 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 (e.g., free copy of TurboTax Live) Ongoing collaboration opportunities with TurboTax’s network of professionals and marketing support Who You Are
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 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 Interested in building a local and online social presence for TurboTax Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond filing Attributes & Skills
Passionate about empowering customers and tackling tax complexities Dedication to local community engagement and building Intuit’s presence Entrepreneurial and self‑driven with a business ownership mindset Exceptional customer service skills, high empathy, friendly professional demeanor Strong verbal and written communication skills Ability to work independently in a fast‑paced environment while managing multiple priorities Proficient with tax preparation software, CRM, and 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
Expected base pay range varies by location. For example: 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 may also be eligible for a cash bonus, equity rewards, and benefits in accordance with Intuit’s applicable plans and programs. Seniority Level
Associate Employment Type
Part‑time (Seasonal) Job Function
Accounting/Auditing and Finance Industry
Software Development
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