Tax Associate - Tax

Tax Associate – 2+ Years Paid Tax Experience Required

Intuit seeks a dedicated Turbo Tax Live Seasonal Local Service Associate to serve customers in-person and virtually, providing full‑service tax return preparation, advice, and software support.

Assist customers with both simple and complex tax scenarios, including W‑2 filings, life events (marriage, children, elder care), and business income or investment returns. Help customers minimize liabilities, maximize refunds, and plan for the future.

• Provide accurate, personalized tax advice and complete preparation services for Turbo Tax clients.
• Conduct discovery sessions and tax reviews to uncover deductions and reduce liabilities.
• Serve as the local face of Turbo Tax, engaging prospects, nurturing leads, and converting them into long‑term clients.
• Organize local events and participate in community marketing to promote Turbo Tax services.
• Deliver a best‑in‑class customer experience through professional, friendly communication both in‑person and via video tools.

• Competitive salary with performance‑based bonuses, equity rewards, and benefits.
• 401(k) savings plan with company matching.
• Paid sick time, employee stock purchase plan, and E&O insurance.
• Intuit product discounts and ongoing collaboration opportunities.
• Support for building a local and online presence, including marketing resources.

• Active Preparer Tax Identification Number (PTIN) holder.
• Minimum of 2 years of paid experience filing 30+ federal and state 1040 tax returns per season.
• Familiarity with Circular 230.
• Willing to work a static weekly schedule (minimum 24 hours) at a Turbo Tax location.
• Interest in building a local and online community presence.
• English/Spanish bilingual communication skills are a plus.
• Experience in holistic tax advisory services beyond filing.

• Passionate about empowering customers to overcome tax complexities.
• Entrepreneurial mindset with a focus on growing a client portfolio.
• Exceptional customer service, empathy, and professional demeanor.
• Strong verbal and written communication skills.
• Proficient with tax preparation software and CRM/sales tools.
• Ability to manage multiple priorities in a fast‑paced environment.
• Excited to be featured in local and national marketing efforts.

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

Part‑time, non‑exempt seasonal role requiring on‑site presence at Turbo Tax locations across the United States.