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Tax Associate - 2+ Yrs Paid Tax Experience Required

Tax Associate - 2+ Yrs Paid Tax Experience Required

test3Brea, CA, 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? As a TurboTax Live Seasonal Local Service Associate at Intuit, you will provide expert tax preparation and advisory services, ranging from simple W2 filings to complex business income scenarios. This is your chance to engage with the local community, build lasting relationships, and deliver exceptional customer experiences both in-person and virtually!

About Intuit

At Intuit, we are on a mission to “Power Prosperity Around the World.” We are seeking motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates across the United States. This unique opportunity combines your tax expertise with an entrepreneurial spirit and community engagement to empower customers to achieve positive financial outcomes.

What You’ll Do

  • Provide Tax Expertise : Offer hands-on tax advice and complete preparation services for TurboTax clients, handling everything from personal and business income to deductions optimization and amendments.
  • Be a Proactive Community Ambassador : Cultivate a robust customer base by actively engaging with new prospects and nurturing leads into long-term clients.
  • Educate and Communicate Confidently : Represent TurboTax enthusiastically in your local community, hosting engaging learning events and demystifying taxes.
  • Build Relationships : Connect with clients, demonstrating understanding and sensitivity to their financial concerns to foster long-term trust.
  • Deliver a Best-in-Class Customer Experience : Create exceptional experiences for clients, helping them achieve their financial goals through personalized interactions.

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 liability 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) required
  • Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per season
  • Familiarity with Circular 230
  • Willing to work a static weekly schedule with a minimum of 24 hours per week
  • Interest in building a local and online social presence as a TurboTax Associate
  • Bilingual (English / Spanish) 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 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 D.C. : $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, tax return filing, TurboTax, customer service, financial planning, tax deductions, tax software, community engagement, seasonal employment

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