Intuit
Tax Filer - 2+ Yrs Paid Tax Experience Required
Intuit, Albuquerque, New Mexico, United States, 87101
Tax Filer - 2+ Yrs Paid Tax Experience Required
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Tax Filer - 2+ Yrs Paid Tax Experience Required
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Intuit
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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 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 W-2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your clients.
To grow TurboTax’s client base within the local community, establish long‑term relationships, and drive customer loyalty, TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires on‑site 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 – Cultivate a robust customer base for TurboTax, acting as the local face. Engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
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 and sensitivity to 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 – Provide an exceptional, professional, and genuinely interested experience, helping clients achieve their financial goals (e.g., retirement, college, weddings, vacations). Interact in person and via Intuit’s advanced 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, Employee Assistance Program, and discounts on Intuit products.
Who You Are
Have an active Preparer Tax Identification Number (PTIN).
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.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and simplifying taxation.
Excited to engage the local community and build Intuit’s presence.
Entrepreneurial, self‑driven, with a business‑ownership mindset.
Exceptional customer service skills, high empathy, professional demeanor.
Strong verbal and written communication skills.
Able to work independently in a fast‑paced environment.
Proficient with 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 range varies by location (examples: Bay Area CA $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). The position is eligible for cash bonus, equity rewards, and benefits. Pay is based on job‑related knowledge, skills, experience, and location. Intuit conducts regular comparisons to promote pay equity.
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Tax Filer - 2+ Yrs Paid Tax Experience Required
role at
Intuit
Get AI-powered advice on this job and more exclusive features.
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 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 W-2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your clients.
To grow TurboTax’s client base within the local community, establish long‑term relationships, and drive customer loyalty, TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires on‑site 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 – Cultivate a robust customer base for TurboTax, acting as the local face. Engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
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 and sensitivity to 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 – Provide an exceptional, professional, and genuinely interested experience, helping clients achieve their financial goals (e.g., retirement, college, weddings, vacations). Interact in person and via Intuit’s advanced 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, Employee Assistance Program, and discounts on Intuit products.
Who You Are
Have an active Preparer Tax Identification Number (PTIN).
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.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and simplifying taxation.
Excited to engage the local community and build Intuit’s presence.
Entrepreneurial, self‑driven, with a business‑ownership mindset.
Exceptional customer service skills, high empathy, professional demeanor.
Strong verbal and written communication skills.
Able to work independently in a fast‑paced environment.
Proficient with 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 range varies by location (examples: Bay Area CA $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). The position is eligible for cash bonus, equity rewards, and benefits. Pay is based on job‑related knowledge, skills, experience, and location. Intuit conducts regular comparisons to promote pay equity.
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