Tax Preparer - Tax

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. 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.”

In this role, you will work on‑site from 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 on a personal level is critical to alleviating the stress many feel when tackling their taxes.

Whether assisting with simple W‑2 filings, navigating life events (marriage, children, elder care), or handling more complex 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.

Note:

This role is nonexempt and requires onsite presence at a Turbo Tax location in the United States 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.
• Act as a proactive community ambassador – cultivate a robust customer base for Turbo Tax. Serve as the local face, engage prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
• Educate and communicate confidently – represent Turbo Tax publicly, host learning events, participate in local marketing efforts, and demystify taxes.
• Build relationships – connect with people, demonstrate empathy, and build trust for long‑term engagement.
• Deliver a best‑in‑class customer experience – interact with customers in‑person and via Intuit’s video communication tools, addressing inquiries while helping them overcome tax challenges.

• 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

• 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 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 in accordance with Intuit’s policies.
• Bi‑lingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

• Passionate about empowering customers and helping them overcome taxation complexities.
• Passionate about local community engagement and willing to represent Turbo Tax.
• Entrepreneurial and self‑driven with a business‑ownership mindset.
• Exceptional customer service skills, high empathy, 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 independently in a fast‑paced environment while managing multiple priorities.
• Proficient with technology, including…