Overview
Intuit is looking for enthusiastic and skilled individuals to join our TurboTax team as Seasonal Local Service Associates. This exciting opportunity combines tax expertise with community involvement to assist customers with their tax-related needs. As a Seasonal Local Service Associate, you'll act as a trusted advisor, helping customers achieve positive financial outcomes and supporting our mission of "Powering Prosperity Around the World."
About the Role :
In this role, you will provide in-person and virtual support at a TurboTax location, empowering customers through comprehensive tax return preparation, advice, and product assistance. Your understanding of each customer’s unique situation is critical to easing their tax-related stress. Whether you're assisting with simple W2s or more complex scenarios like business income and investments, you will be recognized as the go-to expert for your clients.
Additionally, your efforts will help grow TurboTax’s presence in the community, fostering long-lasting relationships and promoting customer loyalty. TurboTax will equip you with the essential tools, playbook, and support necessary for your success.
What You'll Do :
- Provide Tax Expertise : Offer hands-on tax advice and full preparation services, handling a range of situations from simple personal returns to complex tax scenarios. Conduct discovery sessions to identify deductions and provide future tax planning.
- Be a Proactive Community Ambassador : Cultivate a vibrant customer base by engaging with new prospects and organizing local events to foster relationships.
- Educate and Communicate Confidently : Represent TurboTax in your community by hosting informative events and making tax concepts accessible.
- Build Relationships : Establish trust with clients to turn one-time interactions into lasting connections.
- Deliver a Best-in-Class Customer Experience : Create exceptional customer experiences, showcasing professionalism and a genuine interest in helping clients achieve their financial goals through various communication methods.
What You Get :
As a Seasonal Local Service Associate, you’ll receive robust seasonal benefits and resources, including :
401(k) Savings Plan with company matchingPaid sick timeEmployee Stock Purchase PlanE&O InsuranceEmployee Assistance ProgramDiscounts on Intuit productsWho You Are :
Active Preparer Tax Identification Number (PTIN)Minimum 2 years of paid experience filing 30+ federal / state individual 1040 tax returns per season using professional softwareFamiliarity with Circular 230Willing to work a static weekly schedule with at least 24 hours at a TurboTax locationInterest in building a social presence as a TurboTax Associate; creating accessible tax content for the communityBilingual (English / Spanish) skills are a plusExperience in holistic tax advisory services beyond just filing.Attributes & Skills :
Passionate about empowering customers and simplifying taxation.Engaged with the local community and excited to promote TurboTax.Entrepreneurial spirit with a focus on customer portfolio growth.Excellent customer service and empathetic communication.Strong verbal and written communication skills.Ability to thrive in a fast-paced, multi-priority environment.Proficient with technology, including tax software and CRM tools.Additional Requirements :
Must reside in the United States.Ability to obtain relevant state licenses or permits.Intuit offers a competitive compensation package that includes performance-based rewards. The expected base pay range varies by location. This position also includes eligibility for cash bonuses, equity rewards, and benefits. Pay is determined by job-related knowledge, skills, and experience.