Tax Associate - Onsite

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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 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 provide full‑service tax return preparation, tax advice, calculations, and software/product support and connect with each customer on a personal level to alleviate stress. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling complex scenarios like business income, amendments, or investments, you will be the go‑to expert for your clients.

Additionally, you will help grow Turbo Tax’s client base within the local community, build long‑term relationships, and drive customer loyalty. This is a non‑exempt position that requires on‑site presence at a Turbo Tax location on a seasonal basis.

• Provide tax expertise – give hands‑on tax advice and complete preparation services for Turbo Tax clients, handling simple to complex situations, facilitating discovery sessions, uncovering deductions, minimizing liabilities, maximizing refunds, and offering future tax‑planning advice.
• Be a proactive community ambassador – cultivate a robust customer base, actively engage prospects, nurture leads, convert them into long‑term clients, and organize local events with Turbo Tax support.
• Educate and communicate confidently – represent Turbo Tax as the local face, host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
• 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 – interact with customers in‑person and via Intuit’s video communication tools, address inquiries, and help them overcome tax‑related challenges.

As a Turbo Tax Live – Seasonal Local Service Associate, you’ll receive access to seasonal company benefits and resources, including 401(k) with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance, Employee Assistance Program discounts on Intuit products (including a free copy of Turbo Tax Live), 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 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 filing.

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about your local community and excited to work with Intuit to engage and build Intuit’s presence locally.
• Entrepreneurial and self‑driven with a business‑ownership mindset to grow your customer portfolio.
• Exceptional customer service skills, high empathy, friendly and professional demeanor.
• Excited to be showcased as a…