Intuit
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.” 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 understand each customer’s unique situation and connect with them personally is critical to alleviating the stress some may feel when tackling their taxes. You may assist with simple W2 filings, life events (marriage, children, elder care), or more complex tax scenarios like business income, amendments, or investments, serving as the go-to expert for clients. You will also help grow TurboTax’s client base within the local community, establish long-term relationships, and drive customer loyalty with the support of a straightforward playbook and essential tools provided by TurboTax. 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 and hands-on preparation services for TurboTax clients, handling simple to complex 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. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in plain language. Be a proactive community ambassador by cultivating a robust local customer base for TurboTax. Serve as the local face of TurboTax, engage with prospects, nurture leads, and convert them into long-term clients through outreach. Organize local events with TurboTax support to create engagement opportunities. Educate and communicate confidently by hosting learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build lasting relationships by connecting with people, understanding financial concerns, and turning transactions into loyal client relationships. Deliver a best-in-class customer experience with professionalism and genuine interest in helping clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools, addressing inquiries and tax-related challenges. What You Get
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to benefits and resources, including a 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, 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+ 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 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 helping them overcome taxation complexities. Strong local community focus and willingness to engage in events, content creation, and local marketing efforts. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a friendly, professional demeanor. Comfortable being showcased 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 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 approach. The base pay ranges by location (example ranges listed): 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 may include cash bonuses, equity rewards, and benefits as per applicable plans. Pay is based on knowledge, skills, experience, and location. Intuit conducts regular compensation comparisons to promote pay equity. Seniority level
Associate Employment type
Part-time Job function
Accounting/Auditing and Finance Industries
Software Development
#J-18808-Ljbffr
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.” 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 understand each customer’s unique situation and connect with them personally is critical to alleviating the stress some may feel when tackling their taxes. You may assist with simple W2 filings, life events (marriage, children, elder care), or more complex tax scenarios like business income, amendments, or investments, serving as the go-to expert for clients. You will also help grow TurboTax’s client base within the local community, establish long-term relationships, and drive customer loyalty with the support of a straightforward playbook and essential tools provided by TurboTax. 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 and hands-on preparation services for TurboTax clients, handling simple to complex 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. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in plain language. Be a proactive community ambassador by cultivating a robust local customer base for TurboTax. Serve as the local face of TurboTax, engage with prospects, nurture leads, and convert them into long-term clients through outreach. Organize local events with TurboTax support to create engagement opportunities. Educate and communicate confidently by hosting learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build lasting relationships by connecting with people, understanding financial concerns, and turning transactions into loyal client relationships. Deliver a best-in-class customer experience with professionalism and genuine interest in helping clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools, addressing inquiries and tax-related challenges. What You Get
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to benefits and resources, including a 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, 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+ 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 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 helping them overcome taxation complexities. Strong local community focus and willingness to engage in events, content creation, and local marketing efforts. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a friendly, professional demeanor. Comfortable being showcased 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 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 approach. The base pay ranges by location (example ranges listed): 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 may include cash bonuses, equity rewards, and benefits as per applicable plans. Pay is based on knowledge, skills, experience, and location. Intuit conducts regular compensation comparisons to promote pay equity. Seniority level
Associate Employment type
Part-time Job function
Accounting/Auditing and Finance Industries
Software Development
#J-18808-Ljbffr