🚀 Tax Associate - Onsite

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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 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. You will demonstrate understanding of each customer’s unique situation and connect with them on a personal level. This role covers a range of scenarios from simple W2 filings to more complex situations including life events, business income, amendments, or investments.

Additionally, you will help grow TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a 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. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in clear language.
• Be a Proactive Community Ambassador - Cultivate a robust local customer base for TurboTax. Serve as the local face of TurboTax, engaging with prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events with TurboTax support to create engagement opportunities.
• Educate and Communicate Confidently - Represent TurboTax in the local community. Host events, participate in local marketing efforts, and demystify taxes to make them accessible.
• Build Relationships - Connect with people, show understanding of financial concerns, and build long-term trust that turns one-time transactions into multi-year relationships.
• Deliver a Best in Class Customer Experience - Provide professional, client-focused service and help clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools; address inquiries and help resolve tax-related challenges.

What You Get

As a TurboTax Live - Seasonal Local Service Associate, you’ll have access to seasonal company benefits and resources, including a 401(k) with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, Employee Assistance Program, discounts on Intuit products (including a free TurboTax Live copy), and ongoing collaboration opportunities with TurboTax’s network of professionals and marketing support.

Who You Are

• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using 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
• Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing

Attributes & Skills

• Passionate about empowering customers and helping them overcome taxation complexities.
• Community-focused with a desire to engage locally and contribute to Intuit’s presence in the community.
• Entrepreneurial, self-driven with a business ownership mindset to grow your customer portfolio.
• Exceptional customer service, high empathy, and a professional demeanor.
• Willing to be featured in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment independently while managing multiple priorities.
• Proficient with technology, including tax software and CRM/sales tools.

Additional Requirements

• Must reside within the United States.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay-for-performance approach. The base pay ranges by location and may include bonuses, equity rewards, and benefits as applicable.

Seniority level

• Associate

Employment type

• Part-time

Job function

• Accounting/Auditing and Finance
• Software Development