Intuit
Tax Filer - 2+ Yrs Paid Tax Experience Required
Join to apply for the Tax Filer - 2+ Yrs Paid Tax Experience Required role at Intuit.
Overview Intuit is seeking highly motivated individuals to join our dynamic team as 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. You will handle simple W‑2 filings, life events such as marriage or children, as well as more complex scenarios like business income, amendments, or investment matters. The role is non‑exempt and requires onsite presence on a seasonal basis.
What You’ll Do
Provide tax expertise—deliver hands‑on tax advice and 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 liabilities, maximize refunds, and offer future tax‑planning advice.
Be a proactive community ambassador—cultivate a robust customer base by engaging prospects, nurturing leads, converting them into long‑term clients, and organizing local events with TurboTax’s support.
Educate and communicate confidently—represent TurboTax in the local community, host learning events, participate in marketing efforts, and demystify taxes.
Build relationships—demonstrate understanding and sensitivity to clients’ financial concerns to transform one‑time transactions into loyal, multi‑year relationships.
Deliver a best‑in‑class customer experience—interact with customers in‑person and via Intuit’s video tools, address inquiries, and help clients overcome tax‑related challenges.
What You Get As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal company benefits and resources, including a 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. You will also benefit from 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.
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 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 simplifying tax complexities.
Passionate about local community engagement and building Intuit’s presence.
Entrepreneurial, self‑driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, friendly and professional demeanor.
Excited to be featured in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment, managing multiple priorities.
Proficient with tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or obtain any related State licenses, certificates, permits, or bonds.
Compensation Base pay ranges: 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. The position is eligible for cash bonus, equity rewards, and benefits in accordance with Intuit’s plans.
Seniority level Associate
Employment type Part‑time
Job function Accounting/Auditing and Finance
Industries Software Development
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Overview Intuit is seeking highly motivated individuals to join our dynamic team as 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. You will handle simple W‑2 filings, life events such as marriage or children, as well as more complex scenarios like business income, amendments, or investment matters. The role is non‑exempt and requires onsite presence on a seasonal basis.
What You’ll Do
Provide tax expertise—deliver hands‑on tax advice and 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 liabilities, maximize refunds, and offer future tax‑planning advice.
Be a proactive community ambassador—cultivate a robust customer base by engaging prospects, nurturing leads, converting them into long‑term clients, and organizing local events with TurboTax’s support.
Educate and communicate confidently—represent TurboTax in the local community, host learning events, participate in marketing efforts, and demystify taxes.
Build relationships—demonstrate understanding and sensitivity to clients’ financial concerns to transform one‑time transactions into loyal, multi‑year relationships.
Deliver a best‑in‑class customer experience—interact with customers in‑person and via Intuit’s video tools, address inquiries, and help clients overcome tax‑related challenges.
What You Get As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to seasonal company benefits and resources, including a 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. You will also benefit from 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.
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 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 simplifying tax complexities.
Passionate about local community engagement and building Intuit’s presence.
Entrepreneurial, self‑driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, friendly and professional demeanor.
Excited to be featured in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment, managing multiple priorities.
Proficient with tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or obtain any related State licenses, certificates, permits, or bonds.
Compensation Base pay ranges: 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. The position is eligible for cash bonus, equity rewards, and benefits in accordance with Intuit’s plans.
Seniority level Associate
Employment type Part‑time
Job function Accounting/Auditing and Finance
Industries Software Development
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