Tax Associate - Onsite

Tax Associate - Onsite

Join Intuit as a Turbo Tax Live Seasonal Local Service Associate, working on‑site at one of our new Turbo Tax locations across the United States on a seasonal basis. This role blends tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs and advance Intuit’s mission of Powering Prosperity Around the World.

In this position you will serve 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 client’s unique situation and connect personally will help alleviate tax‑related stress and build lasting relationships.

This is a non‑exempt, seasonal position that requires onsite presence at a Turbo Tax location in the United States.

• Provide tax expertise and complete preparation services for Turbo Tax clients, handling simple to complex situations (personal and business income, deductions optimization, amendments). 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, cultivating a robust customer base. Engage prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
• Represent Turbo Tax confidently in the community, host learning events, participate in marketing efforts, and make taxes accessible and approachable.
• Build relationships by demonstrating empathy, understanding, and sensitivity to clients’ financial concerns.
• Deliver a best‑in‑class customer experience, interacting with customers in‑person and via Intuit’s video tools, and addressing inquiries while helping them overcome tax challenges.

• 401(k) Savings Plan with company matching
• Paid sick time
• Employee Stock Purchase Plan
• Errors & Omissions insurance provided by Intuit
• Employee Assistance Program
• Discounts on Intuit products, including a free copy of Turbo Tax Live
• Ongoing collaboration opportunities and marketing support

• Active Preparer Tax Identification Number (PTIN)
• Minimum of 2 years paid experience filing 30 or more federal and state individual 1040 tax returns per season using professional software
• Familiar with Circular 230
• Willing and available to work a static weekly schedule of at least 24 hours per week at a Turbo Tax location
• Interested in building a local and online presence; able to create tax‑related content within Intuit’s policies
• Bilingual (English/Spanish) is a plus
• Experience in holistic tax advisory services beyond filing

• Passionate about empowering customers and overcoming tax complexities
• Deep community engagement, including speaking at events and creating educational content
• Entrepreneurial, self‑driven mindset to grow a customer portfolio
• Exceptional customer service skills, high empathy, friendly professional demeanor
• Eager to be showcased in local and national marketing efforts
• Strong verbal and written communication skills
• Able to work independently in a fast‑paced environment while managing multiple priorities
• Proficient with tax preparation software and CRM/sales tools

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

Competitive base pay ranges by location (e.g., Bay Area, California: $23.70–$28.00 per hour). Eligible for cash bonus, equity rewards, and benefits. Compensation depends on job‑related knowledge, skills, experience, and work location.

Associate

Part‑time

Accounting/Auditing and Finance

Software Development