Overview : Intuit is excited to welcome motivated individuals to join our seasonal team as TurboTax Live Associates. This role combines your tax expertise, entrepreneurial spirit, and community outreach to assist customers with their tax needs. As a Seasonal Tax Associate, you will be a trusted advisor, helping customers achieve positive financial outcomes and supporting Intuit's mission of 'Powering Prosperity Around the World.'
About the Role : In this on-site position at a TurboTax location, you will assist customers both in-person and virtually using Intuit TurboTax products. Leverage your tax knowledge to provide comprehensive tax return preparation, advice, calculations, and product support. It’s critical to understand each customer’s unique situation, connecting with them personally to alleviate tax-related stress. Whether helping with simple W-2 filings or navigating complex tax scenarios involving business income or investments, you'll be the go-to expert for your clients.
Additionally, you'll play a vital role in expanding TurboTax's client base within your community, establishing long-lasting relationships, and fostering customer loyalty. TurboTax will equip you with essential tools, resources, and dedicated support to ensure your success.
What You'll Do :
- Provide Tax Expertise : Offer hands-on tax advice and preparation services for TurboTax clients, managing various complexities from personal to business income, ensuring deductions are optimized, and advising on future tax planning.
- Be a Community Ambassador : Foster a business ownership mindset to develop a strong customer base for TurboTax, actively engaging in outreach and organizing local events to promote customer engagement.
- Educate and Communicate : Represent TurboTax confidently in your community by hosting educational events and participating in local marketing to make taxes approachable for everyone.
- Build Relationships : Establish trust through an understanding of clients’ financial concerns, transforming one-time interactions into lasting connections.
- Deliver Excellent Customer Experience : Create exceptional experiences through professionalism and genuine interest in helping clients reach their financial goals, whether saving for retirement or planning special occasions.
What You Get : As a TurboTax Live Seasonal Associate, you’ll access great 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 LiveNetworking opportunities with like-minded professionalsWho You Are :
Have an active Preparer Tax Identification Number (PTIN)Minimum of 2 years of paid experience filing at least 30 federal and state individual 1040 tax returns per tax season using tax softwareFamiliarity with Circular 230Available to work a static schedule with at least 24 hours per week on-siteInterested in building a social presence as a TurboTax Associate and creating accessible tax content for the communityBilingual communication skills (English / Spanish) are a plusExperience in holistic tax advisory services beyond tax filingAttributes & Skills :
Dedicated to empowering customers to navigate tax complexitiesPassionate about engaging with the local communityEntrepreneurial mindset driven to grow your customer baseExceptional customer service skills with a friendly demeanorStrong communication skills, both verbal and writtenAble to excel in a fast-paced environment while juggling multiple prioritiesProficient with technology and tax softwareAdditional Requirements :
Must reside within the United StatesMust possess or be able to obtain any required State licenses or permitsIntuit offers competitive compensation along with a pay-for-performance reward system. Depending on location, base pay ranges from $20.20 to $28.00, with opportunities for bonuses and equity rewards.