Seasonal Tax Associate - Local

** 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."

About the Role:

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 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 Turbo Tax's client base within the local community, establishing long-term relationships, and driving customer loyalty. Turbo Tax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.
This role is nonexempt and requires onsite presence at a Turbo Tax 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 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 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 Turbo Tax. Serve as the local face of Turbo Tax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of Turbo Tax, to create opportunities for customer engagement.
+ Educate and Communicate Confidently - Enthusiastically represent Turbo Tax in your local community. Turbo Tax 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 (e.g., saving for retirement, college funds, weddings, or vacations).

- Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.
What You Get:
As a Turbo Tax 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 Turbo Tax Live, ongoing collaboration opportunities with Turbo Tax'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 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…