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.
Overview 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. Your ability to demonstrate understanding of each customer’s unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your 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. 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 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 – cultivate a robust customer base for TurboTax by engaging new prospects, nurturing leads, and converting them into long‑term clients through outreach. Organize local events to create opportunities for customer engagement.
Educate and communicate confidently – represent TurboTax in the local community, host learning events, participate in marketing efforts, and demystify taxes to make them accessible and approachable.
Build relationships – connect with clients, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust.
Deliver a best‑in‑class customer experience – interact with customers both in‑person and via Intuit’s video communication tools, addressing inquiries while helping them overcome tax‑related challenges.
What You Get
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 growth‑minded professionals and marketing support
Who You Are
Have an active 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 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 the complexities of taxation.
Passionate about your local community and excited to engage with Intuit to build Intuit’s presence in your area (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a 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
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
This position may be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs.
Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees.
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Overview 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. Your ability to demonstrate understanding of each customer’s unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go‑to expert for your 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. 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 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 – cultivate a robust customer base for TurboTax by engaging new prospects, nurturing leads, and converting them into long‑term clients through outreach. Organize local events to create opportunities for customer engagement.
Educate and communicate confidently – represent TurboTax in the local community, host learning events, participate in marketing efforts, and demystify taxes to make them accessible and approachable.
Build relationships – connect with clients, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust.
Deliver a best‑in‑class customer experience – interact with customers both in‑person and via Intuit’s video communication tools, addressing inquiries while helping them overcome tax‑related challenges.
What You Get
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 growth‑minded professionals and marketing support
Who You Are
Have an active 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 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 the complexities of taxation.
Passionate about your local community and excited to engage with Intuit to build Intuit’s presence in your area (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a 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
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
This position may be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs.
Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees.
#J-18808-Ljbffr