Tax Associate

Tax Associate at Intuit summary :

The Tax Associate role at Intuit involves providing expert tax preparation and advisory services to customers both in-person and virtually using TurboTax products. Responsibilities include tax filing, deductions optimization, client education, and community engagement to grow the local customer base. The position is seasonal, requires onsite presence, tax certification, and emphasizes excellent customer service and entrepreneurial skills to build long-term client relationships.

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 :

Attributes & Skills :

Additional Requirements :

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.

Keywords :

Tax preparation, Tax advisor, TurboTax, Seasonal tax associate, Tax filing, Client relationship management, Tax planning, Customer service, Federal and state taxes, Tax software