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Tax Specialist - 2+ Years Experience Required

Tax Specialist - 2+ Years Experience Required

Intuit IncLas Vegas, NV, United States
4 days ago
Job type
  • Temporary
Job description

Overview

Intuit is excited to invite talented individuals to join our team as TurboTax Live Seasonal Local Service Associates. This seasonal position offers the unique chance to utilize your tax expertise while engaging with the community to support our mission of "Powering Prosperity Around the World."

About the Role :

As a TurboTax Live Seasonal Local Service Associate, you will work on-site, assisting customers both in-person and virtually with their tax needs using Intuit TurboTax products. Your role will focus on providing exceptional tax return preparation, advice, and software support. Your understanding of diverse customer situations will be crucial in easing their tax-related anxieties, whether they are managing simple W2 filings or navigating complicated tax scenarios involving business income or investments.

You will also play a vital role in expanding TurboTax's community presence, establishing lasting client relationships and driving customer loyalty. With our straightforward playbook, essential tools, and unwavering support, your success is within reach.

What You'll Do :

  • Provide Tax Expertise : Offer hands-on tax advice and full preparation services for TurboTax clients, addressing both simple and complex tax matters. You will facilitate discovery sessions to uncover deductions and provide future planning advice using reliable resources.
  • Act as a Proactive Community Ambassador : Cultivate a strong customer base for TurboTax by engaging with potential clients, nurturing leads, and organizing local events to foster community connections.
  • Educate and Communicate Confidently : Represent TurboTax in the community by hosting educational events, participating in marketing efforts, and simplifying tax concepts for your audience.
  • Build Relationships : Establish trust through understanding and sensitivity to clients' financial concerns, transforming one-time clients into long-term partners.
  • Deliver Best-in-Class Customer Experience : Provide an exceptional client experience with a genuine interest in helping clients achieve financial goals, interacting in person and through advanced communication tools.

What You Get :

As a TurboTax Live Seasonal Local Service Associate, you will enjoy a range of seasonal benefits and resources, including :

  • 401(k) Savings Plan with company matching
  • Paid sick time
  • Employee Stock Purchase Plan
  • E&O Insurance
  • Employee Assistance Program
  • Discounts on Intuit products, including free TurboTax Live
  • Networking opportunities with fellow professionals
  • Who You Are :

  • Hold an active Preparer Tax Identification Number (PTIN).
  • Have at least 2 years of paid experience preparing a minimum of 30 federal and state individual 1040 tax returns using professional tax software.
  • Familiarity with Circular 230.
  • Willing to work a minimum of 24 hours per week at a TurboTax location.
  • Able to build a local and online social presence as a TurboTax Associate.
  • Bilingual (English / Spanish) skills are a plus.
  • Experience with holistic tax advisory services beyond filing.
  • Attributes & Skills :

  • Passionate about empowering clients through tax complexities.
  • Excited about engaging with the local community and building a presence for TurboTax.
  • Entrepreneurial mindset with a focus on growing your client portfolio.
  • Exceptional customer service skills and high empathy.
  • Strong verbal and written communication abilities.
  • Ability to manage priorities in a fast-paced environment.
  • Proficient with technology, including tax preparation software and CRM tools.
  • Additional Requirements :

  • Must reside within the United States.
  • Must obtain any necessary state licenses or permits.
  • Intuit offers a competitive pay structure, with a base range depending on location. This position is also eligible for bonuses and equity rewards. By applying, you consent to your information being transmitted for processing in line with Intuit and SonicJobs’ privacy policies.

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    Tax Tax • Las Vegas, NV, United States