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.” 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.
This role is nonexempt and requires onsite presence at a TurboTax
location in the United States on a seasonal basis. 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. 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. 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. 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 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.
Proficient with technology, including tax preparation software and
CRM / sales tools. Intuit provides a competitive compensation package
with a strong pay for performance rewards approach. 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 ). To
drive ongoing pay equity for employees, Intuit conducts regular
comparisons across categories of ethnicity and
gender.
Tax Preparer • Oakdale, MN, Washington County, MN; Minnesota, United States