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Intuit

Tax Associate - Onsite

Intuit, Tulsa, Oklahoma, United States, 74145

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Overview

Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates at new TurboTax locations across the United States on a seasonal basis. This 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

You will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products. Your responsibilities include full‑service tax return preparation, tax advice, calculations, and software/product support for clients ranging from simple W‑2 filings to complex business income, amendments, and investment scenarios. You will also play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty. This role is non‑exempt 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. Facilitate 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" and "business owner" mindset to cultivate a robust customer base. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events with TurboTax support to create opportunities for engagement. Educate and Communicate Confidently – represent TurboTax in your local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable. Build Relationships – connect with people, understand and address 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, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools. What You Get

Exceptional 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, discounts on Intuit products (including a free copy of TurboTax Live), ongoing collaboration opportunities with TurboTax’s network, and marketing support. Who You Are

Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. 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 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 taxation complexities. Passionate about your local community and excited to engage with Intuit to build Intuit’s presence. 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. Excited to be showcased in local and national marketing efforts. Strong verbal and written communication skills. Ability 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

Expected base pay ranges by region: 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 cash bonus, equity rewards, and benefits in accordance with Intuit’s plans and programs. Seniority Level

Associate Employment Type

Part‑time Job Function

Accounting/Auditing and Finance Industries

Software Development Location

Tulsa, OK (Sand Springs, OK]

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