Intuit
Tax Professional - 2+ Yrs Paid Tax Experience Required
Intuit, Monroe, Louisiana, United States, 71201
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 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 provide full service tax return preparation, tax advice, calculations, and software/product support. You will demonstrate an understanding of each customer’s unique situation and connect with them on a personal level to alleviate stress related to taxes. You may assist with simple W2 filings, life events (marriage, children, elder care), and more complex scenarios such as business income, amendments, or investments, acting as the go-to tax expert for clients. 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. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. 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 (personal and business income, deductions, 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 local customer base for TurboTax, engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support. Educate and Communicate Confidently — Represent TurboTax in the local community, host learning events, participate in marketing efforts, and demystify taxes to make them accessible. Build Relationships — Connect with people, understand financial concerns, and build long-term trust that turns a transaction into a multi-year relationship. Deliver a Best in Class Customer Experience — Create an exceptional customer experience with professionalism and genuine interest in helping clients achieve financial goals; interact with customers in-person and via Intuit’s video tools. What You Get
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal 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, including a free copy of TurboTax Live Ongoing collaboration opportunities with TurboTax’s network of professionals 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 tax 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 the community in accordance with Intuit 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 navigate taxation Committed to engaging with the local community and building Intuit’s presence locally Entrepreneurial and self-driven with a ownership mindset to grow your customer portfolio Exceptional customer service, high empathy, and a friendly, professional demeanor Willing to be featured in local and national marketing efforts Strong verbal and written communication skills Ability to work in a fast-paced environment independently while managing multiple priorities Proficient with technology, including tax software and CRM/sales tools Additional Requirements
Must reside within the United States Must possess or be able to obtain related state licenses, certificates, permits, or bonds Compensation varies by location and is provided as a base pay range per location. The expected base pay ranges listed include: 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. Pay is subject to applicable plans and programs and may include bonuses and benefits; pay equity considerations apply. Notes
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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 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 provide full service tax return preparation, tax advice, calculations, and software/product support. You will demonstrate an understanding of each customer’s unique situation and connect with them on a personal level to alleviate stress related to taxes. You may assist with simple W2 filings, life events (marriage, children, elder care), and more complex scenarios such as business income, amendments, or investments, acting as the go-to tax expert for clients. 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. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. 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 (personal and business income, deductions, 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 local customer base for TurboTax, engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support. Educate and Communicate Confidently — Represent TurboTax in the local community, host learning events, participate in marketing efforts, and demystify taxes to make them accessible. Build Relationships — Connect with people, understand financial concerns, and build long-term trust that turns a transaction into a multi-year relationship. Deliver a Best in Class Customer Experience — Create an exceptional customer experience with professionalism and genuine interest in helping clients achieve financial goals; interact with customers in-person and via Intuit’s video tools. What You Get
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal 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, including a free copy of TurboTax Live Ongoing collaboration opportunities with TurboTax’s network of professionals 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 tax 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 the community in accordance with Intuit 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 navigate taxation Committed to engaging with the local community and building Intuit’s presence locally Entrepreneurial and self-driven with a ownership mindset to grow your customer portfolio Exceptional customer service, high empathy, and a friendly, professional demeanor Willing to be featured in local and national marketing efforts Strong verbal and written communication skills Ability to work in a fast-paced environment independently while managing multiple priorities Proficient with technology, including tax software and CRM/sales tools Additional Requirements
Must reside within the United States Must possess or be able to obtain related state licenses, certificates, permits, or bonds Compensation varies by location and is provided as a base pay range per location. The expected base pay ranges listed include: 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. Pay is subject to applicable plans and programs and may include bonuses and benefits; pay equity considerations apply. Notes
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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