Intuit
Tax Filer - 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.”
Overview In this role, you will work onsite at 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 assist with simple W2 filings, life events, business income, amendments, investments, and more, becoming a go-to expert for clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty.
What You’ll Do
Provide tax expertise: complete preparation services for TurboTax clients, including simple and complex tax situations; facilitate discovery sessions, review deductions, minimize liabilities, maximize refunds, and provide future tax planning advice.
Be a proactive community ambassador: cultivate a robust customer base, engage prospects, nurture leads, convert into long‑term clients, and organize local events with TurboTax support.
Educate and communicate confidently: represent TurboTax in the community, host engaging learning events, participate in local marketing efforts, and demystify taxes.
Build relationships: build trust and show sensitivity to customers’ financial concerns, turning one‑time transactions into loyal, multi‑year relationships.
Deliver a best‑in‑class customer experience: interact with customers in person and via video, address inquiries, and help them overcome tax‑related challenges.
What You Get
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
Opportunities to collaborate with TurboTax’s network of growth‑minded professionals and marketing support
Who You Are
Active PTIN (Preparer Tax Identification Number).
Minimum 2 years of paid experience filing 30 or more federal and state 1040 returns per season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available for a static weekly schedule of at least 24 hours per week at a TurboTax location.
Interest in building a local and online presence and creating tax‑related content for the community.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and simplifying taxation.
Passionate about local community and excited to engage through events and online content.
Entrepreneurial, self‑driven, business‑ownership mindset.
Exceptional customer service skills, high empathy, friendly and professional demeanor.
Strong verbal and written communication.
Ability to work independently in a fast‑paced environment, managing multiple priorities.
Proficient with tax prep 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 Base pay range: $23.70‑$28.00/hr (seasonally adjusted by location). Examples 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.
Eligible for cash bonus, equity rewards, and benefits per Intuit plans and programs.
Job Details Seniority level: Associate Employment type: Part‑time Job function: Accounting/Auditing and Finance, Software Development
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Overview In this role, you will work onsite at 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 assist with simple W2 filings, life events, business income, amendments, investments, and more, becoming a go-to expert for clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty.
What You’ll Do
Provide tax expertise: complete preparation services for TurboTax clients, including simple and complex tax situations; facilitate discovery sessions, review deductions, minimize liabilities, maximize refunds, and provide future tax planning advice.
Be a proactive community ambassador: cultivate a robust customer base, engage prospects, nurture leads, convert into long‑term clients, and organize local events with TurboTax support.
Educate and communicate confidently: represent TurboTax in the community, host engaging learning events, participate in local marketing efforts, and demystify taxes.
Build relationships: build trust and show sensitivity to customers’ financial concerns, turning one‑time transactions into loyal, multi‑year relationships.
Deliver a best‑in‑class customer experience: interact with customers in person and via video, address inquiries, and help them overcome tax‑related challenges.
What You Get
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
Opportunities to collaborate with TurboTax’s network of growth‑minded professionals and marketing support
Who You Are
Active PTIN (Preparer Tax Identification Number).
Minimum 2 years of paid experience filing 30 or more federal and state 1040 returns per season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available for a static weekly schedule of at least 24 hours per week at a TurboTax location.
Interest in building a local and online presence and creating tax‑related content for the community.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and simplifying taxation.
Passionate about local community and excited to engage through events and online content.
Entrepreneurial, self‑driven, business‑ownership mindset.
Exceptional customer service skills, high empathy, friendly and professional demeanor.
Strong verbal and written communication.
Ability to work independently in a fast‑paced environment, managing multiple priorities.
Proficient with tax prep 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 Base pay range: $23.70‑$28.00/hr (seasonally adjusted by location). Examples 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.
Eligible for cash bonus, equity rewards, and benefits per Intuit plans and programs.
Job Details Seniority level: Associate Employment type: Part‑time Job function: Accounting/Auditing and Finance, Software Development
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