Overview
Intuit is seeking motivated individuals to join our team as TurboTax Live Seasonal Local Service Associates. This unique opportunity blends tax expertise, entrepreneurial spirit, and community engagement, helping customers navigate their tax needs. As a TurboTax Live Seasonal Local Service Associate, you will empower customers to achieve positive financial outcomes while supporting Intuit's mission of 'Powering Prosperity Around the World.'
About the Role :
In this position, you will work on-site from a TurboTax location, assisting customers both in-person and virtually using Intuit TurboTax products. Your tax expertise will be vital in providing full-service tax return preparation, tax advice, calculations, and software support. Connecting with customers on a personal level is crucial to alleviating any stress they may feel when handling their taxes.
You will also play a significant role in expanding TurboTax's client base within the community, fostering long-term relationships, and driving customer loyalty. TurboTax will equip you with a straightforward playbook, essential tools, and dedicated support to ensure 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 : Offer hands-on tax advice and complete preparation services for TurboTax clients, managing simple to complex tax situations. Conduct discovery sessions and tax reviews to optimize deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
- Be a Proactive Community Ambassador : Act as the local representative for TurboTax, engaging with new customers, nurturing leads, and converting them into long-term clients through outreach. Organize local events to foster customer engagement.
- Educate and Communicate Confidently : Represent TurboTax in the community, hosting learning events and partaking in marketing efforts, making tax-related information accessible.
- Build Relationships : Connect with customers, understanding their financial concerns and establishing long-lasting relationships.
- Deliver a Best in Class Customer Experience : Create an exceptional customer experience. Interact with clients in person and via video communication, addressing inquiries and helping them navigate tax-related challenges.
What You Get :
As a TurboTax Live Seasonal Local Service Associate, you will benefit from exceptional seasonal company 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.Who You Are :
Have an active Preparer Tax Identification Number (PTIN) as mandated by law.At least 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season.Familiarity with Circular 230.Available to work a minimum of 24 hours per week at a TurboTax location.Interest in growing a local and online presence as a TurboTax Associate, sharing tax-related content and resources.Bilingual (English / Spanish) skills are a plus.Experience in holistic tax advisory services beyond just tax filing.Attributes & Skills :
Driven to empower customers and simplify the complexities of taxation.Passionate about community engagement and excited to build Intuit's presence locally.Entrepreneurial mindset focused on growing your customer base.Exceptional customer service skills with a friendly, professional demeanor.Strong communication skills.Able to thrive in a fast-paced environment while managing multiple priorities.Technologically proficient, including familiarity with tax software and CRM tools.Additional Requirements :
Must reside within the United States.Must have or be able to obtain any related state licenses, certificates, permits, or bonds.Intuit offers a competitive compensation package, including a strong pay-for-performance approach. The expected base pay range for this position varies by location. This position is also eligible for a cash bonus, equity rewards, and benefits. Pay is based on factors such as experience and location, fostering ongoing pay equity.