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Seasonal Tax Associate - Local

Seasonal Tax Associate - Local

test3Melbourne, FL, US
10 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Join Us as a Seasonal Tax Associate at Intuit!

Are you ready to make a difference in your community while helping individuals navigate their tax needs? As a Seasonal Tax Associate at Intuit, you will provide expert tax preparation and advisory services, both in-person and virtually. This role is all about building strong relationships, educating clients, and driving customer loyalty through proactive engagement.

Why This Role Matters

At Intuit, we’re on a mission to “Power Prosperity Around the World.” As a TurboTax Live Seasonal Local Service Associate, you’ll be a trusted advisor, empowering customers to achieve positive financial outcomes. This is more than just a job; it’s an opportunity to combine your tax expertise with an entrepreneurial spirit and community engagement.

About the Role

In this exciting position, you will :

  • Work on-site at a TurboTax location, assisting customers both in-person and virtually.
  • Provide full-service tax return preparation, advice, and software support.
  • Connect with clients on a personal level to alleviate their tax-related stress.
  • Grow TurboTax’s client base by establishing long-term relationships in your community.

This role is nonexempt and requires your presence at a TurboTax location in the United States on a seasonal basis.

Your Responsibilities

  • Provide Tax Expertise : Offer hands-on tax advice and preparation services for a range of tax situations, from simple W2 filings to complex business income scenarios.
  • Be a Proactive Community Ambassador : Engage with new prospects and nurture leads to convert them into long-term clients.
  • Educate and Communicate Confidently : Represent TurboTax in your community, hosting events and making taxes accessible.
  • Build Relationships : Connect with clients to foster trust and loyalty.
  • Deliver a Best-in-Class Customer Experience : Create exceptional experiences that help clients achieve their financial goals.
  • What You’ll Get

    As a TurboTax Live Seasonal Local Service Associate, you’ll enjoy :

  • Access to a competitive 401(k) Savings Plan with company matching.
  • Paid sick time and an Employee Stock Purchase Plan .
  • Discounts on Intuit products, including a free copy of TurboTax Live.
  • Ongoing collaboration opportunities with a network of growth-minded professionals.
  • Who You Are

  • Active Preparer Tax Identification Number (PTIN) required.
  • Minimum of 2 years of experience filing 30+ federal and state individual 1040 tax returns.
  • Familiarity with Circular 230.
  • Willing to work a minimum of 24 hours per week at a TurboTax location.
  • Bilingual (English / Spanish) skills are a plus.
  • Attributes & Skills

  • Passionate about empowering customers and simplifying taxation.
  • Entrepreneurial mindset with a desire to grow your customer portfolio.
  • Exceptional customer service skills and a friendly demeanor.
  • Strong verbal and written communication skills.
  • Proficient with technology, including tax preparation software.
  • Additional Requirements

  • Must reside within the United States.
  • Must possess or be able to obtain any related state licenses or permits.
  • Compensation

    Intuit offers a competitive compensation package with a strong pay-for-performance approach. The expected base pay range varies by location :

  • Bay Area, CA : $23.70 - $28.00
  • Southern CA : $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
  • Keywords :

    tax preparation, tax advisory, TurboTax, seasonal tax associate, client engagement, customer service, tax software, financial planning, community outreach, tax education

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