Join Intuit as a dedicated TurboTax Live Seasonal Local Service Associate! We are seeking passionate and motivated individuals to help customers navigate their tax needs in one of our TurboTax locations across the United States. This role is a unique opportunity that combines tax expertise, entrepreneurial spirit, and community engagement, empowering clients to achieve positive financial outcomes.
About the Role :
As a Seasonal Local Service Associate, you will work on-site at a TurboTax location, assisting customers both in-person and virtually. You will use your tax knowledge to provide comprehensive tax return preparation, offer advice, and support for tax-related inquiries. Your ability to understand and connect with each customer personally is key to helping alleviate the stress associated with tax filing.
Key Responsibilities :
- Provide Tax Expertise : Offer hands-on tax advice and complete preparation services for clients, handling a range of situations from simple W2 filings to more complex cases involving business income or investments.
 - Be a Community Ambassador : Cultivate and grow a loyal customer base by actively engaging with the community and organizing events to attract potential clients.
 - Educate and Communicate : Represent TurboTax confidently, hosting learning events and participating in local marketing efforts to demystify tax processes for customers.
 - Build Relationships : Establish long-term trust and understanding with clients, ensuring familiarity with their financial concerns.
 - Deliver Exceptional Customer Experience : Engage with customers through various communication tools, providing assistance and addressing inquiries that may arise.
 
What You Will Receive :
As a Seasonal Local Service Associate, you will have access to excellent seasonal benefits such as a 401(k) plan with company matching, paid sick leave, an employee stock purchase program, and significant discounts on Intuit products.
Who You Are :
Hold an active Preparer Tax Identification Number (PTIN).Have a minimum of 2 years of paid experience preparing federal and state individual 1040 tax returns using professional software.Possess an understanding of Circular 230 and relevant state licenses or permits.Be committed to working a static weekly schedule of at least 24 hours at a TurboTax location.Possess bilingual communication skills in English and Spanish (preferred).Desired Attributes and Skills :
Passionate about helping clients navigate tax complexities.Dedicated to community engagement and building a local presence.Entrepreneurial spirit with a self-driven approach.Strong customer service skills and a professional demeanor.Capacity to manage multiple priorities in a fast-paced environment.Proficient in technology, including tax preparation software.Please note, this position requires residency in the United States, and you must have the ability to obtain necessary state licenses.
Compensation : This role offers a competitive pay range based on location, experience, and performance, along with potential bonuses and equity rewards.