Tax Professional - Tax
Listed on 2025-12-28
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Finance & Banking
Tax Accountant, Tax Advisor
Tax Professional - 2+ Yrs Paid Tax Experience Required
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Turbo Tax Live Seasonal Local Service Associates on a seasonal basis. This opportunity combines tax expertise, community engagement, and entrepreneurial spirit to help customers navigate their tax needs.
AboutThe Role
You will work on‑site from a Turbo Tax location, serving customers 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 understand each customer’s unique situation and connect with them on a personal level is critical to alleviating tax stress. You may handle simple W‑2 filings, life events such as marriage, children, elder care, or more complex scenarios like business income, amendments, or investments.
Additionally, you will help grow Turbo Tax’s client base within the local community, build long‑term relationships, and drive customer loyalty. This is a non‑exempt role requiring onsite presence in the United States on a seasonal basis.
- Provide tax expertise—deliver hands‑on tax advice and complete preparation services for Turbo Tax clients, handling simple to complex situations.
- Act as a proactive community ambassador—grow Turbo Tax’s local customer base, engage new prospects, nurture leads, convert them to long‑term clients, and organize local events.
- Educate and communicate confidently—represent Turbo Tax publicly in the community, host learning events, participate in local marketing, and demystify taxes.
- Build relationships—understand clients’ financial concerns, build trust, and turn one‑time transactions into multi‑year loyalty.
- Deliver a best‑in‑class customer experience—provide professionalism, genuine interest, and help clients achieve financial goals through in‑person and video communication.
Seasonal company benefits and resources including 401(k) plans with matching, paid sick time, Employee Stock Purchase Plan, E&O insurance, Employee Assistance Program, and product discounts. You will also receive a free copy of Turbo Tax Live and ongoing collaboration opportunities.
Who You Are- Active Preparer Tax Identification Number (PTIN) as required by law.
- Minimum two years of paid experience filing 30+ federal and state individual 1040 tax returns per 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 per 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 overcome tax complexities.
- Passionate about local community engagement and building Intuit’s presence.
- Entrepreneurial, self‑driven with a business ownership mindset.
- Exceptional customer service skills, high empathy, friendly, professional.
- Strong verbal and written communication skills.
- Ability to work independently in a fast‑paced environment and manage multiple priorities.
- Proficient with technology, including tax preparation 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 ranges vary by location (range given). Eligible for cash bonus, equity rewards, and benefits.
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