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Tax Associate

Tax Associate

test3Tyler, TX, US
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Job Description

Job Description

Join Our Team as a Tax Associate at Intuit!

Are you ready to make a difference in people's financial lives? As a Tax Associate at Intuit, you’ll provide expert tax preparation and advice to customers, both in-person and virtually. Whether it’s simple W2 filings or complex business returns, you’ll be the trusted advisor they need!

Overview

Intuit is on the lookout for highly motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates at our new TurboTax locations across the United States. This seasonal role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. Join us in our mission of “Powering Prosperity Around the World.”

About the Role

In this exciting position, you will :

  • Work on-site at a TurboTax location, assisting customers both in-person and virtually.
  • Leverage your tax expertise to provide comprehensive tax return preparation, advice, and support.
  • Connect with customers on a personal level, alleviating their tax-related stress.
  • Grow TurboTax’s client base within the local community and establish long-term relationships.

This role is nonexempt and requires an on-site presence at a TurboTax location in the United States on a seasonal basis.

What You’ll Do

  • Provide Tax Expertise : Offer hands-on tax advice and preparation services for TurboTax clients, handling a range of tax situations.
  • Be a Proactive Community Ambassador : Cultivate a robust customer base by engaging with new prospects and nurturing leads.
  • Educate and Communicate Confidently : Represent TurboTax in your community, hosting learning events and making taxes accessible.
  • Build Relationships : Connect with clients to establish trust and turn one-time transactions into lasting relationships.
  • Deliver a Best-in-Class Customer Experience : Create exceptional experiences that help clients achieve their financial goals.
  • What You Get

    As a TurboTax Live - Seasonal Local Service Associate, you’ll enjoy :

  • Access to a 401(k) Savings Plan with company matching.
  • Paid sick time and an Employee Stock Purchase Plan .
  • Comprehensive 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

  • Hold an active Preparer Tax Identification Number (PTIN).
  • Have at least 2 years of experience filing 30 or more federal and state individual 1040 tax returns per season.
  • Familiarity with Circular 230 is a plus.
  • Willing to work a static weekly schedule with a minimum of 24 hours per week.
  • Interested in building a local and online social presence as a TurboTax Associate.
  • Bilingual (English / Spanish) communication skills are a plus.
  • Attributes & Skills

  • Passionate about empowering customers and simplifying taxation.
  • Excited to engage with your local community and build Intuit’s presence.
  • 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.
  • 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 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
  • This position is also eligible for cash bonuses, equity rewards, and benefits in accordance with our plans and programs.

    Keywords

    tax preparation, tax advisory, TurboTax, customer service, federal and state tax returns, tax planning, client relationship management, community engagement, seasonal employment, tax software

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