Tax Associate - Local

Tax Associate - Local role at Intuit

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."

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 assist with simple W2 filings, navigate life events such as marriage or children, and handle complex scenarios like business income, amendments, or investments.

Additionally, you will grow Turbo Tax’s local client base, establish long‑term relationships, and drive 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. 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.

• 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 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…