Tax Associate

About the role

This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax 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.”

What You’ll Do

• Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate Discovery Sessions - Conduct discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize Resources - Leverage government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Be a Proactive Community Ambassador - Cultivate a robust customer base for TurboTax by actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.
• Organize Local Events - Participate in organizing local events with the support of TurboTax to create opportunities for customer engagement.
• 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).

Who You Are

• 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 TurboTax location.
• Interest in building a local and online social presence as a TurboTax 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.

Additional Requirements

• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.