Job Description
Job Description
Join Our Team as a Tax Associate at Intuit!
Are you ready to make a difference in your community while helping individuals navigate the complexities of tax season? As a TurboTax Live Seasonal Local Service Associate , you’ll provide expert tax preparation and advisory services, both in-person and virtually. Your mission? To empower customers to achieve positive financial outcomes through personalized support and community engagement.
Overview
Intuit is on the lookout for passionate individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates at our new TurboTax locations across the United States. This unique opportunity blends tax expertise with an entrepreneurial spirit, allowing you to help customers tackle their tax needs while supporting our mission of “Powering Prosperity Around the World.”
About the Role
In this role, you’ll work on-site at a TurboTax location, assisting customers both in-person and virtually using our innovative TurboTax products. Your tax expertise will shine as you :
- Provide Comprehensive Tax Services : Handle everything from simple W2 filings to complex scenarios involving business income and investments.
- Engage with the Community : Build long-term relationships and drive customer loyalty through proactive outreach and local events.
- Educate and Empower : Host engaging learning events and demystify taxes for your community.
- Deliver Exceptional Customer Experiences : Create a welcoming environment that helps clients achieve their financial goals.
What You’ll Do
Provide Tax Expertise : Offer hands-on tax advice and preparation services, uncovering deductions and maximizing refunds.Be a Community Ambassador : Actively engage with prospects and nurture leads to convert them into loyal clients.Educate and Communicate : Represent TurboTax confidently in your community, making taxes accessible and approachable.Build Relationships : Connect with clients, demonstrating empathy and understanding of their financial concerns.Deliver a Best-in-Class Experience : Ensure professionalism and genuine interest in helping clients achieve their financial aspirations.What You Get
As a TurboTax Live Seasonal Local Service Associate, you’ll enjoy a range of exceptional seasonal benefits, including :
401(k) Savings Plan with company matchingPaid sick timeEmployee Stock Purchase PlanE&O Insurance provided by IntuitEmployee Assistance ProgramDiscounts on Intuit products, including a free copy of TurboTax LiveOngoing collaboration opportunities with a network of growth-minded professionalsWho You Are
Active Preparer Tax Identification Number (PTIN)Minimum of 2 years of experience filing 30+ federal and state individual 1040 tax returnsFamiliarity with Circular 230Willingness to work a minimum of 24 hours per week at a TurboTax locationInterest in building a local and online presence as a TurboTax AssociateBilingual (English / Spanish) skills are a plusExperience in holistic tax advisory services is a bonusAttributes & Skills
Passionate about empowering customers and simplifying taxationEntrepreneurial mindset with a drive to grow your customer portfolioExceptional customer service skills and a friendly demeanorStrong verbal and written communication skillsAbility to thrive in a fast-paced environment while managing multiple prioritiesProficient with technology, including tax preparation softwareAdditional Requirements
Must reside within the United StatesMust possess or be able to obtain any related state licenses, certificates, permits, or bondsCompensation
Intuit offers a competitive compensation package with a strong pay-for-performance rewards approach. The expected base pay range varies by location :
Bay Area, California : $23.70 - $28.00Southern California : $23.70 - $28.00Colorado : $22.60 - $26.70Hawaii : $23.70 - $28.00Illinois : $22.60 - $26.70Maryland : $22.60 - $26.70Massachusetts : $23.70 - $28.00Minnesota : $20.20 - $23.90New Jersey : $23.70 - $28.00New York : $23.70 - $28.00Ohio : $20.20 - $23.90Vermont : $22.60 - $26.70Washington : $23.70 - $28.00Washington DC : $22.60 - $26.70This position is also eligible for cash bonuses, equity rewards, and benefits, in accordance with our plans and programs.
Keywords
tax preparation, tax advisory, TurboTax, seasonal tax associate, tax return filing, customer service, community engagement, financial planning, tax software, individual tax returns