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Intuit

Tax Associate - 2+ Yrs Paid Tax Experience Required

Intuit, Cleveland, Ohio, us, 44101

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Tax Associate – 2+ Years Paid Tax Experience Required Intuit is seeking highly motivated individuals to join our team as dedicated TurboTax Live Seasonal Local Service Associates. This seasonal role is a key opportunity to apply tax expertise and community engagement to help customers navigate their tax needs.

About the Role In this on‑site position you will serve customers in person and online using Intuit TurboTax products. You will provide full‑service tax return preparation, tax advice, calculations, and product support. You will also grow TurboTax’s client base within the local community and drive loyalty.

What You’ll Do

Provide tax expertise – Give hands‑on tax advice and complete preparation services for TurboTax clients tackling simple to complex tax situations, including personal and business income, deductions, amendments, and investments.

Be a proactive community ambassador – Act as the local face of TurboTax, engage prospects, nurture leads, and convert them into long‑term clients through outreach and local events.

Educate and communicate confidently – Represent TurboTax in the community, host learning events, participate in marketing efforts, and demystify taxes.

Build relationships – Connect with clients, demonstrate empathy, and establish trust that turns a one‑time transaction into a multi‑year relationship.

Deliver a best‑in‑class customer experience – Provide exceptional service both in‑person and via Intuit’s video communication tools, helping clients achieve financial goals.

What You Get

Competitive pay.

401(k) savings plan with company matching.

Paid sick time, Employee Stock Purchase Plan, E&O insurance, and Employee Assistance Program.

Discounts on Intuit products, including a free copy of TurboTax Live, and collaboration opportunities with the TurboTax network.

Who You Are

Active PTIN holder, required by law to file taxes.

Minimum 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season using professional software.

Familiarity with Circular 230.

Willingly 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 presence that aligns with Intuit’s policies.

Bilingual English/Spanish communication skills are a plus.

Experience in holistic tax advisory services beyond straightforward tax filing.

Attributes & Skills

Passionate about empowering customers and navigating tax complexities.

Strong community focus and enthusiasm for local engagement and content creation.

Entrepreneurial mindset with business ownership drive.

Exceptional customer service skills, high empathy, friendly professional demeanor.

Proficient with tax preparation software and CRM/sales tools.

Excellent verbal and written communication; able to work independently and manage multiple priorities.

Additional Requirements

Must reside within the United States.

Must possess or obtain any related state licenses, certificates, permits, or bonds as required.

Compensation Base pay ranges by region: 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.

Additional compensation includes cash bonus, equity rewards, and benefits in accordance with Intuit plans and programs.

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