Tax Associate - Onsite - Tax

Tax Associate – Onsite – 2+ Yrs Paid Tax Experience Required

Overview
This is a unique opportunity combining tax expertise, entrepreneurial spirit, and community engagement. 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.”

About The Role
You will work on-site from a Turbo Tax location, serving customers both in-person and virtually. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Handle simple W2 filings, manage life events, and address complex scenarios like business income, amendments, or investments. Grow Turbo Tax’s client base, establish long‑term relationships, and drive customer loyalty. This role is nonexempt and requires onsite presence on a seasonal basis.

• Provide Tax Expertise – Offer 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 liabilities, and provide future tax‑planning advice.
• Be a Proactive Community Ambassador – Serve as the local face of Turbo Tax, actively engaging prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
• Educate and Communicate Confidently – Represent Turbo Tax in the 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. Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools.

As a Turbo Tax Live – Seasonal Local Service Associate, you’ll receive access to 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 Turbo Tax Live
• Ongoing collaboration opportunities with Turbo Tax’s network of growth‑minded professionals and marketing support

• Have an active 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 community.
• 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, including tax preparation…