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Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required

$23.7 - $28 per hour

Intuit Financial Services

Tax Associate – On‑Site, Seasonal Overview: Intuit seeks motivated individuals to serve as TurboTax Live Seasonal Local Service Associates. These associates provide full‑service tax preparation, advice, and community outreach at on‑site TurboTax locations across the United States. You will advise customers in person and virtually, ensuring accurate tax returns and fostering long‑term client relationships in alignment with Intuit’s mission of “Powering Prosperity Around the World.” What You’ll Do Provide Tax Expertise: Offer hands‑on advice and complete tax return preparation for both simple and complex returns (personal, business, amendments, etc.). Conduct discovery sessions, uncover deductions, minimize liabilities, and deliver future planning advice. Community Ambassador: Act as the face of TurboTax within the local community, nurturing leads, organizing events, and converting prospects into loyal customers. Educate & Communicate: Lead learning events, participate in marketing initiatives, and demystify taxes for the public. Build Relationships: Show empathy and understanding of customers’ financial concerns to build long‑term trust. Deliver a Best‑in‑Class Customer Experience: Interact both in‑person and via video tools, address inquiries, and help clients overcome tax challenges. What You Get Seasonal company benefits, including 401(k) with company match, paid sick time, E&O insurance, and Employee Stock Purchase Plan. Discounts on Intuit products and a free copy of TurboTax Live. Collaboration opportunities and marketing support. Who You Are Active Preparer Tax Identification Number (PTIN) as required by law. At least 2 years paid experience filing ≥30 federal and state individual 1040 tax returns per season using professional software. Familiarity with Circular 230. Willingness 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 presence adhering to Intuit policies. Bilingual (English/Spanish) skills are a plus. Experience in holistic tax advisory services beyond filing. Attributes & Skills Passionate about empowering customers and simplifying taxation. Strong community engagement and entrepreneurial mindset. Excellent customer service, empathy, and professionalism. Comfortable with marketing, content creation, and public speaking. Strong verbal and written communication. Independent, self‑driven, and capable of managing multiple priorities. Proficient with tax software and CRM/sales tools. Additional Requirements Residency within the United States. Possession or ability to obtain any required state licenses, certificates, permits, or bonds. Compensation Base pay ranges vary by location: Bay Area, CA: $23.70–$28.00 per hour Southern California: $23.70–$28.00 per hour Colorado: $22.60–$26.70 per hour Hawaii: $23.70–$28.00 per hour Illinois: $22.60–$26.70 per hour Massachusetts: $23.70–$28.00 per hour New Jersey: $23.70–$28.00 per hour New York: $23.70–$28.00 per hour Ohio: $20.20–$23.90 per hour Vermont: $22.60–$26.70 per hour Washington: $23.70–$28.00 per hour Washington D.C.: $22.60–$26.70 per hour Eligible for cash bonus, equity rewards, and benefits per Intuit plans. Pay is based on experience, skills, and location. #J-18808-Ljbffr Intuit

Vacancy posted 4 days ago
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