Talent.com
Seasonal Tax Associate - Local
Seasonal Tax Associate - LocalIntuit • Healdsburg, CA, United States
serp_jobs.error_messages.no_longer_accepting
Seasonal Tax Associate - Local

Seasonal Tax Associate - Local

Intuit • Healdsburg, CA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Overview

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.”

About the Role :

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. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.

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 - 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.

What You Get :

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.

Who You Are :

  • 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.
  • 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 Intuit’s policies
  • Bilingual (English / Spanish) communication skills are a plus
  • Experience in holistic tax advisory services beyond tax filing
  • Attributes & Skills :

  • 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.
  • Strong verbal and written communication skills.
  • Ability to work in a fast-paced environment independently while managing multiple priorities.
  • Proficient with technology, including tax preparation software and CRM / sales tools.
  • Additional Requirements :

  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
  • Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is :

    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 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). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

    What you'll bring

    How you will lead

    By applying, you consent to your information being transmitted by College Recruiter to the Employer, as data controller, through the Employer’s data processor SonicJobs.

    See Intuit Privacy Policy at careers / privacy / and SonicJobs Privacy Policy at us / privacy-policy and Terms of Use at us / terms-conditions

    serp_jobs.job_alerts.create_a_job

    Tax Associate • Healdsburg, CA, United States

    Job_description.internal_linking.related_jobs
    Seasonal Retail Sales Associate

    Seasonal Retail Sales Associate

    Kohl's • Ukiah, CA, US
    serp_jobs.job_card.full_time +1
    In this role, you will deliver excellent customer service in point of sale and customer service processes while focusing on consistent execution and operational efficiency.You will deliver speed of...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Sales Associate (Store 0746)

    Seasonal Sales Associate (Store 0746)

    GameStop • Santa Rosa, CA, US
    serp_jobs.job_card.full_time
    At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products to our customers. As a leading global retailer of video games, electronics, a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Floater Member Service Associate (Bilingual Preferred)

    Floater Member Service Associate (Bilingual Preferred)

    Redwood Credit Union • Santa Rosa, CA, US
    serp_jobs.job_card.full_time
    Floater Member Service Associate (Bilingual Preferred).Redwood Credit Union is looking for a Floater Member Service Associate who will be responsible for performing routine teller work, provides ex...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal

    Seasonal

    Michaels • Santa Rosa, CA, US
    serp_jobs.job_card.full_time +1
    Deliver friendly customer service, help customers shop our store, and find what they're looking for.Ensure all customers receive a fast and friendly checkout experience. Complete truck unloading and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Retail Sales Associate

    Seasonal Retail Sales Associate

    Dick's Sporting Goods • Santa Rosa, CA, US
    serp_jobs.job_card.full_time
    Seasonal Retail Sales Associate.At DICK'S Sporting Goods, we believe in how positively sports can change lives.On our team, everyone plays a critical role in creating confidence and excitement by p...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Seasonal Sales Associate (Store 0341)

    Seasonal Sales Associate (Store 0341)

    GameStop • Santa Rosa, CA, US
    serp_jobs.job_card.full_time
    At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products to our customers. As a leading global retailer of video games, electronics, a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Director

    Tax Director

    Sorren, Inc. • Santa Rosa, CA, United States
    serp_jobs.job_card.full_time
    Tax Director page is loaded## Tax Directorlocations : Santa Rosa, CAtime type : Full timeposted on : Posted 3 Days Agojob requisition id : JR100168 • •Our Firm • • Sorren is a top 50 national advi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Inventory Control Associate (Seasonal)

    Inventory Control Associate (Seasonal)

    Boot Barn • Ukiah, CA, US
    serp_jobs.job_card.full_time
    Seasonal Inventory Control Associate.Boot Barn is where community comes first.We thrive on togetherness, collaboration, and belonging. We build each other up, listen intently, and implement out-of-t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Sales Associate (Sur La Table)

    Seasonal Sales Associate (Sur La Table)

    Touch of Modern (CSC Generation) • Santa Rosa, CA, US
    serp_jobs.job_card.full_time
    Seasonal Sales Associate (Sur La Table).With over 50 stores and the largest avocational cooking program in the US, Sur La Table offers an unsurpassed selection of exclusive and premium-quality good...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Seasonal Sales Associate

    Seasonal Sales Associate

    PacSun • Santa Rosa, CA, US
    serp_jobs.job_card.part_time
    Pacsun is dedicated to delivering an exclusive collection of the most relevant brands and styles to a community of inspired youth. Through partnerships with brands such as adidas, Brandy Melville, E...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Dentist

    Associate Dentist

    PDS Health • Santa Rosa, CA, United States
    serp_jobs.job_card.full_time
    Now is the time to join Dentists of Santa Rosa.You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level and g...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Sales Associate / Stylist (Montgomery Village)

    Seasonal Sales Associate / Stylist (Montgomery Village)

    gorjana • Santa Rosa, CA, US
    serp_jobs.job_card.part_time +1
    Seasonal Sales Associate / Stylist (Montgomery Village).As a seasonal sales associate / stylist you are a true style ambassador and wear gorjana jewelry that you live in, love always, and layer everyda...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Seasonal Stock Associate

    Seasonal Stock Associate

    World Market • Santa Rosa, CA, US
    serp_jobs.job_card.full_time
    World Market Seasonal Team Member.Join our seasonal team and let's get merry! For over 60 years, we have searched the globe for design inspiration, emerging trends, and time-honored handicrafts, to...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Sales Associate

    Seasonal Sales Associate

    World Market • Santa Rosa, CA, US
    serp_jobs.job_card.full_time
    Join our seasonal team and let's get merry! For over 60 years, we have searched the globe for design inspiration, emerging trends, and time-honored handicrafts, to bring you stylish home dcor, qual...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sales Associate (Seasonal)

    Sales Associate (Seasonal)

    Boot Barn • Ukiah, CA, US
    serp_jobs.job_card.full_time
    Our Seasonal Sales Partners engage with customers and create an exceptional in-store experience.They embody Boot Barn's Mission, Vision and Values in their words and actions while demonstrating sel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Sales Associate - Rohnert Park, CA

    Seasonal Sales Associate - Rohnert Park, CA

    See's Candy • Rohnert Park, CA, US
    serp_jobs.job_card.full_time
    Quality without compromise is not just a motto at See's Candies.It is the most important ingredient in our recipe for success. See's Candies has been in business since 1921 and maintains a reputatio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Sales Associate

    Seasonal Sales Associate

    Tilly's • Santa Rosa, CA, US
    serp_jobs.job_card.part_time
    As a Sales Associate, you will be responsible for delivering the Tillys Experience to our Customers.Are you a "people person" who has a talent for making friends with perfect strangers? Do you have...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Sales Associate - Petaluma, CA

    Seasonal Sales Associate - Petaluma, CA

    See's Candy • Petaluma, CA, US
    serp_jobs.job_card.full_time
    Quality without compromise is not just a motto at See's Candies.It is the most important ingredient in our recipe for success. See's Candies has been in business since 1921 and maintains a reputatio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Store Sales Associate

    Seasonal Store Sales Associate

    Levi Strauss & Co. • Petaluma, CA, US
    serp_jobs.job_card.full_time +1
    We've been pushing boundaries since 1873, inventing the blue jean, redefining khakis, and breaking barriers with size-inclusive activewear. We champion sustainability and ethical practices.Our brand...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Retail At Your Service Associate, Coddingtown

    Seasonal Retail At Your Service Associate, Coddingtown

    Macy's • Santa Rosa, CA, US
    serp_jobs.job_card.full_time
    At Your Service Center Colleague.Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspiring...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted