Intuit
Overview
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our 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. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”
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 leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt 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 tax situations; facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax‑planning advice.
Act as a proactive community ambassador, cultivating a robust customer base for TurboTax, serving as the local face, engaging prospect leads, converting them into long‑term clients through outreach, local events, and other community‑engagement initiatives.
Represent TurboTax confidently in the local community, hosting learning events, marketing efforts, and demystifying taxes to make them accessible and approachable.
Build relationships, demonstrate empathy and sensitivity to customers’ financial concerns, turning one‑time transactions into loyal, multi‑year relationships.
Deliver a best‑in‑class customer experience, interacting both in‑person and through Intuit’s state‑of‑the‑art video communication tools; address client inquiries while helping them overcome tax‑related challenges.
What You Get
401(k) savings plan with company matching, paid sick time, employee stock purchase plan, E&O insurance, and Employee Assistance Program.
Discounts on Intuit products, including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals and marketing support.
Who You Are
Active Preparer Tax Identification Number (PTIN) as required by law.
Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 returns per season using professional tax prep 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.
Interest in building a local and online social presence, creating accessible tax‑related content and resources following Intuit policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome tax complexities.
Passionate about local community engagement; excited to build Intuit presence locally and nationally through events, online presence, and content.
Entrepreneurial, self‑driven with a business‑ownership mindset to grow customer portfolio.
Exceptional customer‑service skills, high empathy, friendly, professional demeanor.
Strong verbal and written communication skills; proficient with technology, tax software, and CRM/sales tools.
Ability to work in fast‑paced environment independently, managing multiple priorities.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a base pay range that varies by location:
Bay Area, California: $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
Cash bonus, equity rewards and benefits align with applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.
Seniority level Associate
Employment type Part‑time
Job function Accounting/Auditing and Finance
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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 leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt 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 tax situations; facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax‑planning advice.
Act as a proactive community ambassador, cultivating a robust customer base for TurboTax, serving as the local face, engaging prospect leads, converting them into long‑term clients through outreach, local events, and other community‑engagement initiatives.
Represent TurboTax confidently in the local community, hosting learning events, marketing efforts, and demystifying taxes to make them accessible and approachable.
Build relationships, demonstrate empathy and sensitivity to customers’ financial concerns, turning one‑time transactions into loyal, multi‑year relationships.
Deliver a best‑in‑class customer experience, interacting both in‑person and through Intuit’s state‑of‑the‑art video communication tools; address client inquiries while helping them overcome tax‑related challenges.
What You Get
401(k) savings plan with company matching, paid sick time, employee stock purchase plan, E&O insurance, and Employee Assistance Program.
Discounts on Intuit products, including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals and marketing support.
Who You Are
Active Preparer Tax Identification Number (PTIN) as required by law.
Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 returns per season using professional tax prep 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.
Interest in building a local and online social presence, creating accessible tax‑related content and resources following Intuit policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome tax complexities.
Passionate about local community engagement; excited to build Intuit presence locally and nationally through events, online presence, and content.
Entrepreneurial, self‑driven with a business‑ownership mindset to grow customer portfolio.
Exceptional customer‑service skills, high empathy, friendly, professional demeanor.
Strong verbal and written communication skills; proficient with technology, tax software, and CRM/sales tools.
Ability to work in fast‑paced environment independently, managing multiple priorities.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a base pay range that varies by location:
Bay Area, California: $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
Cash bonus, equity rewards and benefits align with applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.
Seniority level Associate
Employment type Part‑time
Job function Accounting/Auditing and Finance
#J-18808-Ljbffr