Overview
Join Intuit's dynamic team as a Seasonal Tax Associate, where your expertise in taxation, entrepreneurial spirit, and commitment to community engagement will shine. This is a fantastic opportunity to assist customers with their tax needs while supporting Intuit's mission of "Powering Prosperity Around the World."
About the Role :
As a Seasonal Tax Associate, you will work onsite at a TurboTax location, providing both in-person and virtual support to customers utilizing Intuit TurboTax products. Your extensive tax knowledge will enable you to offer comprehensive tax return preparation, personalized tax advice, calculations, and software support. Connecting personally with each customer is crucial to alleviating the stress of tax season and ensuring their needs are met, from simple W2 filings to complex scenarios like business income and investment taxes.
You will also play a significant role in expanding TurboTax's client base within your community by fostering long-term relationships and enhancing customer loyalty. Rest assured, TurboTax provides essential tools and support to set you up for success.
What You'll Do :
- Provide Tax Expertise : Deliver hands-on tax advice and complete preparation services for TurboTax clients, addressing simple to complex tax situations. Facilitate discovery sessions and tax reviews to uncover deductions and provide future tax planning advice.
- Act as a Community Ambassador : Cultivate a strong customer base by engaging with new prospects and converting them into loyal clients through outreach and organized community events.
- Educate and Communicate : Confidently represent TurboTax in your local community by hosting engaging events and simplifying tax-related concepts to make them accessible.
- Build Relationships : Connect meaningfully with clients to understand their financial concerns and create long-term trust and loyalty.
- Deliver Exceptional Customer Experience : Ensure a top-tier customer experience by genuinely helping clients achieve their financial goals while addressing tax-related challenges.
What You Get :
As a Seasonal Tax Associate, you will gain access to outstanding seasonal benefits, including :
401(k) Savings Plan with company matchingPaid sick timeEmployee Stock Purchase PlanE&O InsuranceEmployee Assistance ProgramDiscounts on Intuit products, including a free copy of TurboTax LiveOngoing collaboration opportunities with growth-minded professionalsWho You Are :
Active Preparer Tax Identification Number (PTIN)Minimum of 2 years paid experience filing at least 30 federal and state individual 1040 tax returns per seasonFamiliarity with Circular 230Availability to work a minimum of 24 hours per weekInterest in building a local and online presence for TurboTaxBilingual skills (English / Spanish) are a plusExperience in holistic tax advisory services is a plusAttributes & Skills :
Passionate about empowering customers with tax-related knowledgeCommunity-oriented and excited to represent TurboTax locallyEntrepreneurial mindset and self-driven to grow your customer portfolioExceptional customer service skills and a friendly demeanorStrong communication abilitiesAbility to manage multiple priorities in a fast-paced environmentProficient in tax preparation software and CRM toolsAdditional Requirements :
Must reside within the United StatesMust obtain any necessary State licenses or certificatesIntuit offers a competitive compensation package, including potential bonuses and equity rewards. Pay range may vary based on experience and location, and regular reviews are conducted to promote pay equity.