Seasonal Tax Expert

Job Title Overview : TurboTax Seasonal Associate Role

As a seasoned tax professional, you will work on-site from a TurboTax location in the United States on a seasonal basis. Your role will involve serving customers both in-person and virtually using Intuit TurboTax products.

Key Responsibilities :

Provide full-service tax return preparation, tax advice, calculations, and software / product support to clients.

Leverage your tax expertise to empower customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World.

Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long-term trust with clients.

Deliver an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Requirements :

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

Minimum 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 Intuits policies.

Benefits :

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 TurboTaxs network of growth-minded professionals.

Marketing support.

Who You Are :

A passionate and entrepreneurial individual who is driven to empower customers and help them overcome the complexities of taxation. You are a strong communicator with excellent verbal and written skills, and you possess a business ownership mindset to grow your customer portfolio.

Attributes & Skills :

Passionate about empowering customers and helping them overcome the complexities of taxation.

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.

Strong verbal and written communication skills.

Ability to work in a fast-paced environment independently while managing multiple priorities.