Tax Associate - Tax

Tax Associate - 2+ Yrs Paid Tax Experience Required

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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Turbo Tax Live Seasonal Local Service Associates in 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.”

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. You will handle simple W‑2 filings, navigate life events (marriage, children, elder care), and manage more complex scenarios such as business income, amendments, or investments, acting as the go‑to expert for 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. 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, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide 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 new prospects, nurture leads, and convert 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 your 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 empathy to their financial concerns, and build long‑term trust that turns a one‑time transaction into a multi‑year relationship.
• Deliver a best‑in‑class customer experience: create an exceptional, professional experience and genuine interest in helping clients achieve their financial goals. Interact with customers in‑person and through Intuit’s video communication tools, addressing inquiries while helping them overcome 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

• Active Preparer Tax Identification Number (PTIN) as required by law to file taxes
• Minimum of 2 years 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 under 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 taxation complexities
• Passionate about your local community and excited to engage with Intuit to…