Tax Preparer - Tax

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Turbo Tax Live Seasonal Local Service Associates in one of our new Turbo Tax 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 Turbo Tax 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.”

In this role, you will work on-site from a Turbo Tax location, serving customers both in-person and virtually using Intuit Turbo Tax 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 Turbo Tax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty. Turbo Tax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.

This role is nonexempt and requires onsite presence at a Turbo Tax location in the United States on a seasonal basis.

• Provide tax expertise, give hands‑on tax advice and complete preparation services for Turbo Tax 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 Turbo Tax, serving as the local face, engaging prospect leads, converting them into long‑term clients through outreach, local events, and other community‑engagement initiatives.
• Represent Turbo Tax 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.

• 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 Turbo Tax Live, ongoing collaboration opportunities with Turbo Tax’s network of growth‑minded professionals and marketing support.

• 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 Turbo Tax 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.

• 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…