Tax Filer - Tax

Overview

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 a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

Work on‑site from a Turbo Tax location, serving customers both in‑person and virtually using Intuit Turbo Tax products. Leverage your tax expertise to provide full‑service tax return preparation, tax advice, calculations, and software/product support. Handle simple W‑2 filings, navigate life events (marriage, children, elder care), and manage complex scenarios such as business income, amendments, or investments. Grow Turbo Tax’s client base within the local community, establish long‑term relationships, and drive customer loyalty.

The role is nonexempt and requires onsite presence at a Turbo Tax location in the United States on a seasonal basis.

• Provide tax expertise by giving hands‑on tax advice and completing 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 liabilities, maximize refunds, and provide future tax‑planning advice.
• Be a proactive community ambassador by cultivating a robust customer base, serving as the local face of Turbo Tax, engaging new prospects, nurturing leads, and converting them into long‑term clients through outreach. Organize local events with Turbo Tax’s support to create engagement opportunities.
• Educate and communicate confidently, representing Turbo Tax in the local community, hosting learning events, participating in marketing efforts, and demystifying taxes to make them accessible and approachable.
• Build relationships, demonstrating understanding and sensitivity to financial concerns to foster long‑term trust that turns one‑time transactions into multi‑year relationships.
• Deliver a best‑in‑class customer experience, interacting with customers both in‑person and through Intuit’s video communication tools. Address inquiries while helping clients overcome tax‑related challenges.

Seasonal company benefits and resources, including:

• 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 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 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 filing.

• Passionate about empowering customers and helping them overcome taxation complexities.
• Passionate about local community engagement and building Intuit’s presence through events and content.
• Entrepreneurial and self‑driven with a business ownership mindset.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Excited to be showcased in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work independently in a fast‑paced environment…