Overview
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax 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 TurboTax 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.”
About The Role
In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax 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 TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.
This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
What You’ll Do
* Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
* Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
* Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
* Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the 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. Interact with customers both in-person and through Intuit’s video communication tools. Address client inquiries while helping them overcome tax-related challenges.
What You Get
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional 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 TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support.
Who You Are
* 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 TurboTax location
* Interest in building a local and online social presence as a TurboTax 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
Attributes & Skills
* 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 TurboTax 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, including tax preparation software and CRM/sales tools.
Additional Requirements
* Must reside within the United States.
* Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Intuit provides a competitive compensation package with a strong pay-for-performance approach. The expected base pay range for this position varies by location and includes ranges such as:
* Bay Area California: $23.70 - $28.00
* Southern California: $23.70 - $28.00
* Colorado: $22.60 - $26.70
* Hawaii: $23.70 - $28.00
* Illinois: $22.60 - $26.70
* Maryland: $22.60 - $26.70
* Massachusetts: $23.70 - $28.00
* Minnesota: $20.20 - $23.90
* New Jersey: $23.70 - $28.00
* New York: $23.70 - $28.00
* Ohio: $20.20 - $23.90
* Vermont: $22.60 - $26.70
* Washington: $23.70 - $28.00
* Washington DC: $22.60 - $26.70
This position may be eligible for cash bonuses, equity rewards and benefits, in accordance with applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. Intuit conducts regular pay equity comparisons across ethnicity and gender.
What you’ll bring
How you will lead
Seniority level
* Associate
Employment type
* Part-time
Job function
* Accounting/Auditing and Finance
* Industries: Software Development
Referrals increase your chances of interviewing at Intuit by 2x
Rochester, NY
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr