Intuit
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit, Syracuse, New York, United States
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
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 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 demonstrate understanding of 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 W2 filings, navigating life events such as marriage or child care, or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.
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 (e.g., 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.
Be a Proactive Community Ambassador – Embody a “community ambassador” and “business owner” mindset to cultivate a robust 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.
Educate and Communicate Confidently – Represent TurboTax in the local community, hosting learning events, participating in local marketing, and demystifying taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate sensitivity to their financial concerns, 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 customer experience by interacting with customers both in‑person and through Intuit’s video communication tools, addressing client inquiries, and helping them overcome tax‑related 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, and Employee Assistance Program.
Discounts on Intuit products, including a free copy of TurboTax Live, and ongoing collaboration opportunities with TurboTax’s network of growth‑minded 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 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 your 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 the complexities of taxation.
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in the local community.
Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
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 Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. Base pay ranges by location are as follows:
Bay Area, California: $23.70 – $28.00/hour
Southern California: $23.70 – $28.00/hour
Colorado: $22.60 – $26.70/hour
Hawaii: $23.70 – $28.00/hour
Illinois: $22.60 – $26.70/hour
Maryland: $22.60 – $26.70/hour
Massachusetts: $23.70 – $28.00/hour
Minnesota: $20.20 – $23.90/hour
New Jersey: $23.70 – $28.00/hour
New York: $23.70 – $28.00/hour
Ohio: $20.20 – $23.90/hour
Vermont: $22.60 – $26.70/hour
Washington: $23.70 – $28.00/hour
Washington DC: $22.60 – $26.70/hour
This position will also be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs.
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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 demonstrate understanding of 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 W2 filings, navigating life events such as marriage or child care, or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.
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 (e.g., 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.
Be a Proactive Community Ambassador – Embody a “community ambassador” and “business owner” mindset to cultivate a robust 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.
Educate and Communicate Confidently – Represent TurboTax in the local community, hosting learning events, participating in local marketing, and demystifying taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate sensitivity to their financial concerns, 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 customer experience by interacting with customers both in‑person and through Intuit’s video communication tools, addressing client inquiries, and helping them overcome tax‑related 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, and Employee Assistance Program.
Discounts on Intuit products, including a free copy of TurboTax Live, and ongoing collaboration opportunities with TurboTax’s network of growth‑minded 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 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 your 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 the complexities of taxation.
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in the local community.
Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
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 Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. Base pay ranges by location are as follows:
Bay Area, California: $23.70 – $28.00/hour
Southern California: $23.70 – $28.00/hour
Colorado: $22.60 – $26.70/hour
Hawaii: $23.70 – $28.00/hour
Illinois: $22.60 – $26.70/hour
Maryland: $22.60 – $26.70/hour
Massachusetts: $23.70 – $28.00/hour
Minnesota: $20.20 – $23.90/hour
New Jersey: $23.70 – $28.00/hour
New York: $23.70 – $28.00/hour
Ohio: $20.20 – $23.90/hour
Vermont: $22.60 – $26.70/hour
Washington: $23.70 – $28.00/hour
Washington DC: $22.60 – $26.70/hour
This position will also be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs.
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