Tax Associate - Onsite

Overview

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.”

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 (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.

What

You Get :

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.

Who You Are :

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.

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 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.

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.

Intuit provides a competitive

compensation package with a strong pay for performance rewards

approach. The expected base pay range for this position is :

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 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 ). Pay offered is based on

factors such as job-related knowledge, skills, experience, and work

location. To drive ongoing pay equity for employees, Intuit

conducts regular comparisons across categories of ethnicity and

gender.

What you'll bring

How you will lead