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Tax Preparer - 2+ Yrs Paid Tax Experience Required

Tax Preparer - 2+ Yrs Paid Tax Experience Required

test3Decatur, GA, US
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Job Description

Job Description

Join Our Team as a TurboTax Live Seasonal Local Service Associate!

Are you ready to make a difference in your community while helping individuals navigate their tax needs? At Intuit, we’re looking for passionate and motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates . This is your chance to combine your tax expertise with an entrepreneurial spirit and community engagement!

About the Role

As a TurboTax Live Seasonal Local Service Associate, you’ll work on-site at one of our TurboTax locations across the United States. You’ll provide expert tax preparation and advisory services, both in-person and virtually, using Intuit TurboTax products. Your role will be crucial in helping clients tackle everything from simple W2 filings to complex business income scenarios.

In this position, you’ll not only assist clients with their tax needs but also build long-term relationships and drive customer loyalty within your community. TurboTax will equip you with the tools and support you need to succeed!

What You’ll Do

  • Provide Tax Expertise : Offer hands-on tax advice and preparation services, ensuring clients maximize their refunds and minimize liabilities.
  • Be a Proactive Community Ambassador : Engage with your local community, nurture leads, and convert them into loyal clients through proactive outreach.
  • Educate and Communicate Confidently : Host engaging learning events and demystify taxes to make them accessible for everyone.
  • Build Relationships : Connect with clients on a personal level, demonstrating empathy and understanding of their financial concerns.
  • Deliver a Best-in-Class Customer Experience : Create exceptional experiences for clients, helping them achieve their financial goals.

What You Get

As a TurboTax Live Seasonal Local Service Associate, you’ll enjoy a range of exceptional seasonal benefits, 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
  • Ongoing collaboration opportunities with a network of growth-minded professionals

    • Who You Are

  • Active Preparer Tax Identification Number (PTIN)
  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season
  • Familiarity with Circular 230
  • Willingness to work a minimum of 24 hours per week at a TurboTax location
  • Interest in building a local and online social presence as a TurboTax Associate
  • 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 taxation
  • Entrepreneurial mindset with a drive to grow your customer portfolio
  • Exceptional customer service skills and a friendly demeanor
  • Strong verbal and written communication skills
  • Ability to thrive in a fast-paced environment while managing multiple priorities
  • Proficient with technology, including tax preparation software and CRM 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 offers a competitive compensation package with a strong pay-for-performance rewards approach. The expected base pay range varies by location, ensuring fair compensation based on your skills and experience.

    Keywords :

    tax preparation, tax advisory, tax filing, TurboTax, customer service, community engagement, tax planning, financial consulting, tax software, seasonal tax associate

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    Tax Preparer • Decatur, GA, US