Tax Associate

Job Summary

We are seeking a Tax Associate to work as a Turbo Tax Live Seasonal Local Service Associate across the United States on a seasonal basis. This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs while supporting Intuit’s mission of “Powering Prosperity Around the World.”

Work on-site from a Turbo Tax location serving customers both in-person and virtually. Provide full-service tax return preparation, tax advice, calculations, and product support. Handle simple W‑2 filings as well as complex scenarios such as business income, amendments, and investments. Grow Turbo Tax’s client base within the local community, establish long‑term relationships, and drive customer loyalty.

• Provide tax expertise, giving hands‑on tax advice and completing preparation services for Turbo Tax clients. Manage simple to complex situations and facilitate discovery sessions.
• Act as a proactive community ambassador and local face of Turbo Tax, cultivating a robust customer base through outreach and local events.
• Educate and communicate confidently, representing Turbo Tax in learning events and local marketing efforts.
• Build relationships, demonstrating empathy and sensitivity to financial concerns to create long‑term trust.
• Deliver a best‑in‑class customer experience, interacting in‑person and via video communication tools, addressing inquiries and overcoming tax‑related challenges.

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, a free copy of Turbo Tax Live, and marketing support.

• Active Preparer Tax Identification Number (PTIN) as required by law.
• Minimum 2 years of paid experience filing 30+ federal and state individual 1040 returns per tax season using professional software.
• Familiarity with Circular 230.
• Will and available to work a static weekly schedule, minimum 24 hours per week at a Turbo Tax location.
• Interest in building a local/online social presence, creating accessible tax‑related content.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond filing.

• Passionate about empowering customers and overcoming tax complexities.
• Strong community orientation and excitement about local engagement.
• Entrepreneurial, self‑driven with a business‑ownership mindset.
• Exceptional customer service skills, high empathy, friendly, professional demeanor.
• Strong verbal and written communication.
• Ability to work independently in a fast‑paced environment, managing multiple priorities.
• Technologically proficient, including tax software and CRM/sales tools.

• Must reside within the United States.
• Must possess, or be able to obtain, any required state licenses, certificates, permits, or bonds.

Competitive compensation package plus performance rewards. Base pay ranges by location:

• Bay Area, CA: $23.70 - $28.00 per hour
• Southern CA: $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
• Maryland: $22.60 - $26.70 per hour
• Massachusetts: $23.70 - $28.00 per hour
• Minnesota: $20.20 - $23.90 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, DC: $22.60 - $26.70 per hour

Additional benefits include cash bonus, equity rewards, and other applicable plans and programs.

Associate

Part‑time (seasonal)

Accounting / Auditing and Finance

Software Development

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