Intuit
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Tax Preparer - 2+ Yrs Paid Tax Experience Required
role at
Intuit
This role is seasonal and nonexempt, located at a TurboTax service location in the U.S.
Overview Intuit is seeking highly motivated individuals to join our dynamic team as 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 at 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 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 W‑2 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.
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 (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax‑planning advice.
Be a proactive community ambassador – Cultivate a robust customer base for TurboTax, serving as the local face of TurboTax. Actively engage with prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
Educate and communicate confidently – Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes.
Build relationships – Build long‑term trust with clients by demonstrating sensitivity to their financial concerns.
Deliver a best‑in‑class customer experience – Interact with customers in‑person and through Intuit’s video communication tools, addressing inquiries and overcoming tax‑related challenges.
What You Get Seasonal company benefits and resources, 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
Ongoing collaboration opportunities and marketing support
Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season using professional tax‑preparation 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 for TurboTax, creating accessible tax‑related content and resources.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers to overcome complexities of taxation.
Passionate about local community engagement and marketing.
Entrepreneurial, self‑driven mindset to grow customer portfolio.
Exceptional customer service skills, high empathy, friendly, professional demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with technology, including 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 and are competitive with strong pay‑for‑performance incentives. Additionally, the position may be eligible for a cash bonus, equity rewards, and benefits.
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Tax Preparer - 2+ Yrs Paid Tax Experience Required
role at
Intuit
This role is seasonal and nonexempt, located at a TurboTax service location in the U.S.
Overview Intuit is seeking highly motivated individuals to join our dynamic team as 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 at 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 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 W‑2 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.
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 (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax‑planning advice.
Be a proactive community ambassador – Cultivate a robust customer base for TurboTax, serving as the local face of TurboTax. Actively engage with prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
Educate and communicate confidently – Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes.
Build relationships – Build long‑term trust with clients by demonstrating sensitivity to their financial concerns.
Deliver a best‑in‑class customer experience – Interact with customers in‑person and through Intuit’s video communication tools, addressing inquiries and overcoming tax‑related challenges.
What You Get Seasonal company benefits and resources, 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
Ongoing collaboration opportunities and marketing support
Who You Are
Have an active Preparer Tax Identification Number (PTIN) as required by law.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season using professional tax‑preparation 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 for TurboTax, creating accessible tax‑related content and resources.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers to overcome complexities of taxation.
Passionate about local community engagement and marketing.
Entrepreneurial, self‑driven mindset to grow customer portfolio.
Exceptional customer service skills, high empathy, friendly, professional demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with technology, including 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 and are competitive with strong pay‑for‑performance incentives. Additionally, the position may be eligible for a cash bonus, equity rewards, and benefits.
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