Intuit
Tax Preparer - 2+ Yrs Paid Tax Experience Required
Intuit, Charlottesville, Virginia, United States, 22904
Tax Preparer - 2+ Yrs Paid Tax Experience Required
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Intuit
Overview Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates in new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.
About the Role In this role you will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products. You will provide full‑service tax return preparation, tax advice, calculations, and software/product support. Your ability to connect with each customer on a personal level is critical to alleviating the stress many experience when tackling their taxes. Whether assisting with simple W‑2 filings, navigating life events, or handling more complex tax scenarios, you will serve as the go‑to expert for your clients. You will also help grow TurboTax’s client base within the local community, establishing long‑term relationships and driving customer loyalty.
This role is non‑exempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
What You’ll Do
Provide tax expertise – give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations (e.g., personal and business income, deductions optimization, amendments).
Be a proactive community ambassador – cultivate a robust customer base, engage prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
Educate and communicate confidently – represent TurboTax as the local face, host learning events, participate in marketing efforts, and demystify taxes to make them accessible.
Build relationships – connect with people, understand their financial concerns, and build long‑term trust.
Deliver a best‑in‑class customer experience – interact with customers in‑person and through Intuit’s video tools, addressing inquiries and helping them overcome tax‑related challenges.
What You Get Access to exceptional seasonal company benefits and resources, including a 401(k) plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, and Employee Assistance Program. You also receive discounts on Intuit products and opportunities for collaboration and marketing support.
Who You Are
An active Preparer Tax Identification Number (PTIN) holder as required by law.
Minimum of 2 years of paid experience filing at least 30 federal and state individual 1040 returns per season with professional tax software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
Interested in building a local and online presence as a TurboTax Associate, creating accessible tax content in accordance with Intuit’s policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and navigating taxation complexities.
Passionate about community engagement and local presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service, empathy, and professional demeanor.
Excited to be featured in TurboTax Live promotion efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment, managing multiple priorities.
Proficient with tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
Compensation Pay ranges vary by location: Bay Area – $23.70–$28.00; Southern California – $23.70–$28.00; Colorado – $22.60–$26.70; Hawaii – $23.70–$28.00; Illinois – $22.60–$26.70; Maryland – $22.60–$26.70; Massachusetts – $23.70–$28.00; Minnesota – $20.20–$23.90; New Jersey – $23.70–$28.00; New York – $23.70–$28.00; Ohio – $20.20–$23.90; Vermont – $22.60–$26.70; Washington – $23.70–$28.00; Washington DC – $22.60–$26.70. This position is eligible for cash bonus, equity rewards, and benefits in accordance with Intuit programs.
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at
Intuit
Overview Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Associates in new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.
About the Role In this role you will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products. You will provide full‑service tax return preparation, tax advice, calculations, and software/product support. Your ability to connect with each customer on a personal level is critical to alleviating the stress many experience when tackling their taxes. Whether assisting with simple W‑2 filings, navigating life events, or handling more complex tax scenarios, you will serve as the go‑to expert for your clients. You will also help grow TurboTax’s client base within the local community, establishing long‑term relationships and driving customer loyalty.
This role is non‑exempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
What You’ll Do
Provide tax expertise – give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations (e.g., personal and business income, deductions optimization, amendments).
Be a proactive community ambassador – cultivate a robust customer base, engage prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
Educate and communicate confidently – represent TurboTax as the local face, host learning events, participate in marketing efforts, and demystify taxes to make them accessible.
Build relationships – connect with people, understand their financial concerns, and build long‑term trust.
Deliver a best‑in‑class customer experience – interact with customers in‑person and through Intuit’s video tools, addressing inquiries and helping them overcome tax‑related challenges.
What You Get Access to exceptional seasonal company benefits and resources, including a 401(k) plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, and Employee Assistance Program. You also receive discounts on Intuit products and opportunities for collaboration and marketing support.
Who You Are
An active Preparer Tax Identification Number (PTIN) holder as required by law.
Minimum of 2 years of paid experience filing at least 30 federal and state individual 1040 returns per season with professional tax software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
Interested in building a local and online presence as a TurboTax Associate, creating accessible tax content in accordance with Intuit’s policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and navigating taxation complexities.
Passionate about community engagement and local presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service, empathy, and professional demeanor.
Excited to be featured in TurboTax Live promotion efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment, managing multiple priorities.
Proficient with tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
Compensation Pay ranges vary by location: Bay Area – $23.70–$28.00; Southern California – $23.70–$28.00; Colorado – $22.60–$26.70; Hawaii – $23.70–$28.00; Illinois – $22.60–$26.70; Maryland – $22.60–$26.70; Massachusetts – $23.70–$28.00; Minnesota – $20.20–$23.90; New Jersey – $23.70–$28.00; New York – $23.70–$28.00; Ohio – $20.20–$23.90; Vermont – $22.60–$26.70; Washington – $23.70–$28.00; Washington DC – $22.60–$26.70. This position is eligible for cash bonus, equity rewards, and benefits in accordance with Intuit programs.
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