Tax Associate - Local

test3Malibu, CA, US

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Job Description

Join Our Team as a Tax Associate at Intuit!

Are you ready to make a difference in your community while helping individuals navigate the complexities of tax season? As a TurboTax Live Seasonal Local Service Associate , you’ll provide expert tax preparation and advisory services, both in-person and virtually. Your mission? To empower customers to achieve positive financial outcomes through personalized support and community engagement.

Overview

Intuit is on the lookout for passionate individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates at our new TurboTax locations across the United States. This unique opportunity blends tax expertise with an entrepreneurial spirit, allowing you to help customers tackle their tax needs while supporting our mission of “Powering Prosperity Around the World.”

About the Role

In this role, you’ll work on-site at a TurboTax location, assisting customers both in-person and virtually using our innovative TurboTax products. Your tax expertise will shine as you :

Provide Comprehensive Tax Services : Handle everything from simple W2 filings to complex scenarios involving business income and investments.
Engage with the Community : Build long-term relationships and drive customer loyalty through proactive outreach and local events.
Educate and Empower : Host engaging learning events and demystify taxes for your community.
Deliver Exceptional Customer Experiences : Create a welcoming environment that helps clients achieve their financial goals.

What You’ll Do

Provide Tax Expertise : Offer hands-on tax advice and preparation services, uncovering deductions and maximizing refunds.

Be a Community Ambassador : Actively engage with prospects and nurture leads to convert them into loyal clients.

Educate and Communicate : Represent TurboTax confidently in your community, making taxes accessible and approachable.

Build Relationships : Connect with clients, demonstrating empathy and understanding of their financial concerns.

Deliver a Best-in-Class Experience : Ensure professionalism and genuine interest in helping clients achieve their financial aspirations.

What You Get

As a TurboTax Live Seasonal Local Service Associate, you’ll enjoy a range of exceptional seasonal benefits, 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 a network of growth-minded professionals

Who You Are

Active Preparer Tax Identification Number (PTIN)

Minimum of 2 years of experience filing 30+ federal and state individual 1040 tax returns

Familiarity with Circular 230

Willingness to work a minimum of 24 hours per week at a TurboTax location

Interest in building a local and online presence as a TurboTax Associate

Bilingual (English / Spanish) skills are a plus

Experience in holistic tax advisory services is a bonus

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

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 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, seasonal tax associate, tax return filing, customer service, community engagement, financial planning, tax software, individual tax returns

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