Tax Associate - Onsite

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