Tax Preparer (Virtual)

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 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.” 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.

This role is nonexempt and requires onsite presence at a TurboTax

location in the United States on a seasonal basis.  Provide

Tax Expertise - Give hands-on tax advice and complete preparation

services for TurboTax clients, handling simple to complex tax

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. Utilize resources

such as government websites, professional tools, and team expertise

to deliver accurate tax solutions in personalized everyday

language. 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.

Organize local events, with the support of TurboTax, to create

opportunities for customer engagement. Educate and Communicate

Confidently - Enthusiastically represent TurboTax in your local

community. TurboTax Live - Seasonal Local Service Associates will

confidently take on the role of its public face with the support,

guidance, and resources provided by Intuit. This includes hosting

engaging learning events, participating in local marketing efforts,

and demystifying 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 (e.g., saving for retirement, college funds,

weddings, or vacations). - Interact with customers both in-person

and through Intuit’s state-of-the-art video communication tools.

Address client inquiries while helping them overcome tax-related

challenges. As a TurboTax Live - Seasonal Local Service Associate,

you’ll receive access to exceptional seasonal company benefits and

resources, 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 TurboTax’s network of

growth-minded professionals and marketing support. Have an active

Preparer Tax Identification Number (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. 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 Passionate about empowering customers

and helping them overcome the complexities of taxation. Passionate

about your local community and excited to work with Intuit to

engage with and build Intuit’s presence in your local community

(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. Excited to be showcased as a TurboTax Live - Seasonal

Local Service Associate in local and national marketing efforts.

Proficient with technology, including tax preparation software and

CRM / sales tools. Intuit provides a competitive compensation package

with a strong pay for performance rewards approach. This position

will be eligible for a cash bonus, equity rewards and benefits, in

accordance with our applicable plans and programs (see more about

our compensation and benefits at Intuit® : Careers | Benefits ). To

drive ongoing pay equity for employees, Intuit conducts regular

comparisons across categories of ethnicity and

gender.