Tax Professional - Tax

Tax Professional - 2+ Yrs Paid Tax Experience Required

Join to apply for the Tax Professional - 2+ Yrs Paid Tax Experience Required role at Intuit

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Turbo Tax Live Seasonal Local Service Associates in newly opened Turbo Tax locations across the United States on a seasonal basis. This 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 demonstrate understanding of each customer’s unique situation and connect with them on a personal level is critical. Whether assisting with simple W2 filings, navigating life events, or handling more complex scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.

You will also 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 provides 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.

• 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, deduction optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and offer future tax‑planning advice.
• 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 engage with new prospects, nurture leads, and convert them into long‑term clients through outreach. Organize local events with Turbo Tax support to create community engagement opportunities.
• Educate and Communicate Confidently – Represent Turbo Tax in your local community and confidently take on the role of its public face, hosting learning events, participating in local marketing, and demystifying taxes.
• 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 with professionalism and genuine interest in helping clients achieve their financial goals. Interact with customers both in‑person and virtually, addressing inquiries and overcoming tax‑related 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

• Have an active Preparer Tax Identification Number (PTIN) as required by law
• 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
• Bilingual (English/Spanish) communication skills are a plus
• Experie…