Intuit
Tax Filer - 2+ Yrs Paid Tax Experience Required
Intuit, Evansville, Indiana, United States, 47725
Tax Filer - 2+ Yrs Paid Tax Experience Required
4 days ago Be among the first 25 applicants
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates. 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 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 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 optimization, 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 – Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach.
Educate and Communicate Confidently – Represent TurboTax in your local community, host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the 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. Interact with customers both in‑person and through Intuit’s video communication tools.
What You Get Seasonal company benefits and resources: 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, and ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals and marketing support.
Who You Are
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 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 overcoming tax complexities.
Passionate about your local community; excited to engage with Intuit to build Intuit’s presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, friendly, professional demeanor.
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 We provide a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position varies by location: 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.
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Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates. 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 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 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 optimization, 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 – Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach.
Educate and Communicate Confidently – Represent TurboTax in your local community, host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the 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. Interact with customers both in‑person and through Intuit’s video communication tools.
What You Get Seasonal company benefits and resources: 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, and ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals and marketing support.
Who You Are
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 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 overcoming tax complexities.
Passionate about your local community; excited to engage with Intuit to build Intuit’s presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, friendly, professional demeanor.
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 We provide a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position varies by location: 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.
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