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Seasonal Tax Associate with Client Engagement

Seasonal Tax Associate with Client Engagement

Intuit IncFort Worth, TX, United States
3 days ago
Job type
  • Full-time
Job description

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 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
  • Networking opportunities with like-minded professionals
  • Who 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 software
  • Familiarity with Circular 230
  • Available to work a static schedule with at least 24 hours per week on-site
  • Interested in building a social presence as a TurboTax Associate and creating accessible tax content for the community
  • Bilingual communication skills (English / Spanish) are a plus
  • Experience in holistic tax advisory services beyond tax filing
  • Attributes & Skills :

  • Dedicated to empowering customers to navigate tax complexities
  • Passionate about engaging with the local community
  • Entrepreneurial mindset driven to grow your customer base
  • Exceptional customer service skills with a friendly demeanor
  • Strong communication skills, both verbal and written
  • Able to excel in a fast-paced environment while juggling multiple priorities
  • Proficient with technology and tax software
  • Additional Requirements :

  • Must reside within the United States
  • Must possess or be able to obtain any required State licenses or permits
  • Intuit 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.

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    Associate Client Engagement • Fort Worth, TX, United States

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