Tax Associate - Local

Overview

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

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. This role is non‑exempt and requires onsite presence 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 liabilities, maximize refunds, and provide future tax planning advice.
• Be a Proactive Community Ambassador:
  Cultivate a robust customer base, nurture leads, convert prospects into long‑term clients, and organize local events to engage the community.
• Educate and Communicate Confidently:
  Represent Turbo Tax in the local community, host learning events, participate in marketing efforts, and demystify taxes.
• Build Relationships:
  Connect with people, demonstrate empathy, and build long‑term trust that converts one‑time transactions into multi‑year relationships.
• Deliver a Best‑in‑Class Customer
  
  Experience:
  
  Create an exceptional experience, interact both in‑person and via video communication tools, and help customers overcome 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, including a free copy of Turbo Tax Live, and ongoing collaboration opportunities with the Turbo Tax network.

• 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 prep software.
• Familiarity with Circular 230.
• Willing & available to work a static weekly schedule of at least 24 hours per week at a Turbo Tax location.
• Interest in building a local and online social presence to create accessible tax‑related content in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond filing.

• Passionate about empowering customers and helping them navigate complex taxation.
• Passionate about the local community and excited to build Intuit’s presence.
• Entrepreneurial and self‑driven with a business‑ownership mindset.
• Exceptional customer service skills, high empathy, friendly professional demeanor.
• Enthusiastic about being featured 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 prep software and CRM/sales tools.

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

• Base Pay: $23.70 – $28.00 (varies by region)
• Eligible for cash bonus, equity rewards, and other benefits per Intuit plans.
• Pay is based on job‑related knowledge, skills, experience, and location.
• Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity.