Tax Associate - Onsite

Job 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.

You will work on‑site at a Turbo Tax location, serving customers both in‑person and virtually using Intuit Turbo Tax products. You will provide full‑service tax return preparation, tax advice, calculations, and software/product support. Your ability to understand 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.

• Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for Turbo Tax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Be a Proactive Community Ambassador – Cultivate a robust customer base for Turbo Tax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through outreach and local events.
• Educate and Communicate Confidently – Represent Turbo Tax in your local community, host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
• Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools.

Seasonal company benefits and resources including a 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), ongoing collaboration opportunities with Turbo Tax’s network of growth‑minded professionals, and marketing support.

• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation 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 as a Turbo Tax 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.

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
• Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Excited to be showcased as a Turbo Tax Live Seasonal Local Service Associate 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,…