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Tax Associate - Onsite

test3Kansas City, MO, US

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Job Description

Join Our Team as a Tax Associate at TurboTax!

Are you ready to make a difference in people's financial lives? As a Tax Associate - Onsite at TurboTax, you will be at the forefront of providing expert tax preparation and advice to clients. Whether it's a simple filing or a complex business income scenario, your skills will empower customers to maximize their refunds and achieve their financial goals—all while representing Intuit's mission of “Powering Prosperity Around the World.”

Overview

Intuit is on the lookout for highly motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates . This seasonal opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. You will serve as a trusted advisor, guiding clients toward positive financial outcomes.

About the Role

In this role, you will work onsite at a TurboTax location, providing both in-person and virtual support using Intuit TurboTax products. Your tax expertise will be crucial in :

Providing full-service tax return preparation and advice.
Understanding each customer’s unique situation to alleviate their tax-related stress.
Building long-term relationships and driving customer loyalty within the local community.

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 : Offer hands-on tax advice and preparation services for a range of tax situations, from personal to business income.

Be a Proactive Community Ambassador : Cultivate a robust customer base by actively engaging with prospects and nurturing leads.

Educate and Communicate Confidently : Represent TurboTax in your community, hosting engaging learning events and demystifying taxes.

Build Relationships : Connect with clients to establish trust and turn one-time transactions into loyal, multi-year 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 .

Professional development opportunities and ongoing collaboration with TurboTax’s network.

Discounts on Intuit products, including a free copy of TurboTax Live.

Who You Are

Active Preparer Tax Identification Number (PTIN) as required by law.

Minimum of 2 years of experience filing 30 or more federal and state individual 1040 tax returns.

Willing to work a static weekly schedule with a minimum of 24 hours per week.

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.

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 or permits.

Compensation

Intuit offers a competitive compensation package with a strong pay-for-performance rewards approach. The expected base pay range 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 advice, TurboTax, customer service, tax planning, financial empowerment, community engagement, tax software support, seasonal tax associate, client relationship management

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