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Tax Expert - Onsite
Posted today
Job Viewed
Job Description
Tax Expert - Onsite at Intuit summary:
The TurboTax Live Seasonal Local Service Expert provides on-site and virtual tax preparation services, assisting clients with simple to complex tax situations including personal, business income, and amendments. They act as a community ambassador, building lasting client relationships and promoting TurboTax locally through events and outreach. The role requires strong tax expertise, excellent customer service, entrepreneurial spirit, and the ability to communicate tax concepts clearly to diverse clients.
OverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax 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 TurboTax Live - Seasonal Local Service Expert, 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.”
About the Role:
In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.
Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.
This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
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 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 TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
- Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts 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.
Who You Are:
- Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
- 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 Expert, 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
Attributes & Skills:
- 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 with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment independently while managing multiple priorities.
- Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements:
- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
Bay Area California $30.60 - $6.10
Southern California 30.60 - 36.10
Colorado 29.20 - 34.50
Hawaii 30.60 - 36.10
Illinois 29.20 - 34.50
Maryland 29.20 - 34.50
Massachusetts 30.60 - 36.10
Minnesota 26.20 - 30.90
New Jersey 30.60 - 36.10
New York 30.60 - 36.10
Ohio 26.20 - 30.90
Vermont 29.20 - 34.50
Washington 30.60 - 36.10
Washington DC 29.20 - 34.50
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
What you'll bring
How you will lead
Keywords:
tax preparation, tax advisor, TurboTax, tax return, tax filing, tax planning, IRS regulations, customer service, community engagement, financial advice, seasonal tax expert
Tax Accountant - 2+ Yrs Paid Tax Experience Required
Posted today
Job Viewed
Job Description
Tax Accountant - 2+ Yrs Paid Tax Experience Required at Intuit summary:
The Tax Accountant role at Intuit involves providing expert tax preparation and advisory services to clients using TurboTax products, handling simple to complex tax scenarios. The position requires strong community engagement by building and maintaining long-term client relationships and serving as a local ambassador for TurboTax. Candidates must have relevant tax credentials, experience preparing numerous individual tax returns, and the ability to deliver exceptional customer service both in-person and virtually on a seasonal basis.
OverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax 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 TurboTax Live - Seasonal Local Service Expert, 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.”
About the Role:
In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.
Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.
This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
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 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 TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
- Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts 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.
Who You Are:
- Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
- 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 Expert, 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
Attributes & Skills:
- 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 with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment independently while managing multiple priorities.
- Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements:
- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
Bay Area California $30.60 - $6.10
Southern California 30.60 - 36.10
Colorado 29.20 - 34.50
Hawaii 30.60 - 36.10
Illinois 29.20 - 34.50
Maryland 29.20 - 34.50
Massachusetts 30.60 - 36.10
Minnesota 26.20 - 30.90
New Jersey 30.60 - 36.10
New York 30.60 - 36.10
Ohio 26.20 - 30.90
Vermont 29.20 - 34.50
Washington 30.60 - 36.10
Washington DC 29.20 - 34.50
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
What you'll bring
How you will lead
Keywords:
tax preparation, tax advisory, TurboTax, IRS filings, tax returns, community engagement, customer service, financial planning, tax deductions, seasonal employment
Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required
Posted today
Job Viewed
Job Description
Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required at Intuit summary:
This role involves providing expert tax preparation and advisory services both in-person and virtually using Intuit TurboTax products. The Tax Expert helps clients with simple to complex tax scenarios, offering personalized advice to optimize refunds, minimize liabilities, and plan for future tax needs. Additionally, the position includes community engagement to build a loyal customer base through education, local events, and customer relationship management.
OverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax 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 TurboTax Live - Seasonal Local Service Expert, 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.”
About the Role:
In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.
Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.
This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
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 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 TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
- Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts 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.
Who You Are:
- Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
- 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 Expert, 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
Attributes & Skills:
- 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 with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment independently while managing multiple priorities.
- Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements:
- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
Bay Area California $30.60 - $6.10
Southern California 30.60 - 36.10
Colorado 29.20 - 34.50
Hawaii 30.60 - 36.10
Illinois 29.20 - 34.50
Maryland 29.20 - 34.50
Massachusetts 30.60 - 36.10
Minnesota 26.20 - 30.90
New Jersey 30.60 - 36.10
New York 30.60 - 36.10
Ohio 26.20 - 30.90
Vermont 29.20 - 34.50
Washington 30.60 - 36.10
Washington DC 29.20 - 34.50
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
What you'll bring
How you will lead
Keywords:
tax preparation, tax advisory, TurboTax, tax returns, federal and state taxes, tax planning, client engagement, financial advice, customer service, seasonal tax expert
Seasonal Tax Associate - Local
Posted today
Job Viewed
Job Description
Seasonal Tax Associate - Local at Intuit summary:
The Seasonal Tax Associate at Intuit provides expert tax preparation and advisory services both in-person and virtually, assisting clients with simple to complex tax situations. This role emphasizes building strong community relationships, educating clients about tax matters, and driving customer loyalty through proactive outreach and engagement. Associates also represent TurboTax locally, hosting events and creating accessible tax content to empower customers in managing their financial goals.
OverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax 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 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.”
About the Role:
In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.
Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.
This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
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 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 TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
- Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax 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.
What You Get:
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional 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 TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support.
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
- Experience in holistic tax advisory services beyond tax filing
Attributes & Skills:
- 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 with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment independently while managing multiple priorities.
- Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements:
- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
Bay Area California $23.70 - $8.00
Southern California 23.70 - 28.00
Colorado 22.60 - 26.70
Hawaii 23.70 - 28.00
Illinois 22.60 - 26.70
Maryland 22.60 - 26.70
Massachusetts 23.70 - 28.00
Minnesota, 20.20 - 23.90
New Jersey 23.70 - 28.00
New York 23.70 - 28.00
Ohio 20.20 - 23.90
Vermont 22.60 - 26.70
Washington 23.70 - 28.00
Washington DC 22.60 - 26.70
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
What you'll bring
How you will lead
Keywords:
tax preparation, tax advisory, TurboTax, seasonal tax associate, client engagement, customer service, tax software, financial planning, community outreach, tax education
Tax Associate
Posted today
Job Viewed
Job Description
Tax Associate at Intuit summary:
A Tax Associate at Intuit provides expert tax preparation and advice to customers both in-person and virtually, handling simple to complex tax situations including personal and business returns. This role involves building strong client relationships, educating the community on tax topics, and driving customer loyalty through proactive outreach and exceptional service. The position is seasonal, requires on-site work at TurboTax locations across the U.S., and combines tax expertise with entrepreneurial and community engagement skills.
OverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax 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 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.”
About the Role:
In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.
Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.
This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
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 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 TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
- Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax 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.
What You Get:
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional 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 TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support.
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
- Experience in holistic tax advisory services beyond tax filing
Attributes & Skills:
- 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 with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment independently while managing multiple priorities.
- Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements:
- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
Bay Area California $23.70 - $8.00
Southern California 23.70 - 28.00
Colorado 22.60 - 26.70
Hawaii 23.70 - 28.00
Illinois 22.60 - 26.70
Maryland 22.60 - 26.70
Massachusetts 23.70 - 28.00
Minnesota, 20.20 - 23.90
New Jersey 23.70 - 28.00
New York 23.70 - 28.00
Ohio 20.20 - 23.90
Vermont 22.60 - 26.70
Washington 23.70 - 28.00
Washington DC 22.60 - 26.70
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
What you'll bring
How you will lead
Keywords:
tax preparation, tax advisory, TurboTax, customer service, federal and state tax returns, tax planning, client relationship management, community engagement, seasonal employment, tax software
Tax Associate - Local
Posted today
Job Viewed
Job Description
Tax Associate - Local at Intuit summary:
As a TurboTax Live Seasonal Local Service Associate, you provide expert tax preparation and advisory services both in-person and virtually, helping customers navigate complex tax situations. You engage with the local community to build and maintain a loyal client base through proactive outreach, education, and personalized support. Your role combines tax expertise, customer service, and community engagement to deliver positive financial outcomes and exceptional experiences.
OverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax 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 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.”
About the Role:
In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.
Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.
This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
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 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 TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
- Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax 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.
What You Get:
As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional 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 TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support.
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
- Experience in holistic tax advisory services beyond tax filing
Attributes & Skills:
- 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 with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment independently while managing multiple priorities.
- Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements:
- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:
Bay Area California $23.70 - $8.00
Southern California 23.70 - 28.00
Colorado 22.60 - 26.70
Hawaii 23.70 - 28.00
Illinois 22.60 - 26.70
Maryland 22.60 - 26.70
Massachusetts 23.70 - 28.00
Minnesota, 20.20 - 23.90
New Jersey 23.70 - 28.00
New York 23.70 - 28.00
Ohio 20.20 - 23.90
Vermont 22.60 - 26.70
Washington 23.70 - 28.00
Washington DC 22.60 - 26.70
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
What you'll bring
How you will lead
Keywords:
tax preparation, tax advisory, TurboTax, seasonal tax associate, tax return filing, customer service, community engagement, financial planning, tax software, individual tax returns
MRI Technologist
Posted today
Job Viewed
Job Description
Join the fastest growing outpatient radiology practice in the Nation- SimonMed Imaging! Our commitment to excellence and improving patient care paired with the best-in-class technology allows us to be an industry leader in the constantly evolving health care environment. Secure your spot now and take advantage of a unique career opportunity to advance your skills while working alongside a dedicated team of board-certified subspecialty radiologists. We can’t wait to meet you!
ESSENTIAL FUNCTIONS:
- The MRI Technologist operates the Magnetic Resonance operations at SimonMed Imaging centers.
- Knowledge of magnetic resonance imaging procedures and technology
- Operates a magnetic resonance scanner to obtain images used by physicians in the diagnosis and treatment of pathologies
- Selects appropriate imaging techniques, and operates console and peripheral hardware; enters and monitors patient data, transfers images from disk to magnetic media to produce the transparency, and develops film in automatic processor
- Obtains images, produces film records and backups from disk to storage media, and transfers from desk to PACS stations
- Maintains accurate study documentation
- Performs a variety of tasks
- A certain degree of creativity and latitude is required
- Demonstrates competency in the performance of job-related skills appropriate to his/her customer populations and departmental services while providing excellent customer service.
- Utilizes and operates equipment and mechanical devices which provide for a functional, effective, and safe environment.
- Adheres to policies, procedures, guidelines relative to departmental operations.
OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time or without notice.
BENEFITS: Your health, happiness and future matters! At SimonMed Imaging, we offer medical, vision and dental insurance, 401(k) eligibility, paid holidays plus PTO, Sick Time, opportunity for growth, and much more!
MINIMUM QUALIFICATIONS:
License/Certification:
- Registration as a MR Technologist by the A.R.R.T. or ARMRIT
- CPR certification
Experience:
- 1 year in fast paced MRI environment preferred.
PHYSICAL DEMANDS: This position may require duties including lifting and carrying up to 40 pounds, sitting for prolonged periods of time, with frequent standing and walking.
DRESS ATTIRE: Business Casual or scrubs dependent on department
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Employment is contingent upon successful completion of drug and background screening. Some positions will require a favorable driving record.
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MRI Technologist
Posted today
Job Viewed
Job Description
Join the fastest growing outpatient radiology practice in the Nation- SimonMed Imaging! Our commitment to excellence and improving patient care paired with the best-in-class technology allows us to be an industry leader in the constantly evolving health care environment. Secure your spot now and take advantage of a unique career opportunity to advance your skills while working alongside a dedicated team of board-certified subspecialty radiologists. We can’t wait to meet you!
ESSENTIAL FUNCTIONS:
- The MRI Technologist operates the Magnetic Resonance operations at SimonMed Imaging centers.
- Knowledge of magnetic resonance imaging procedures and technology
- Operates a magnetic resonance scanner to obtain images used by physicians in the diagnosis and treatment of pathologies
- Selects appropriate imaging techniques, and operates console and peripheral hardware; enters and monitors patient data, transfers images from disk to magnetic media to produce the transparency, and develops film in automatic processor
- Obtains images, produces film records and backups from disk to storage media, and transfers from desk to PACS stations
- Maintains accurate study documentation
- Performs a variety of tasks
- A certain degree of creativity and latitude is required
- Demonstrates competency in the performance of job-related skills appropriate to his/her customer populations and departmental services while providing excellent customer service.
- Utilizes and operates equipment and mechanical devices which provide for a functional, effective, and safe environment.
- Adheres to policies, procedures, guidelines relative to departmental operations.
OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time or without notice.
BENEFITS: Your health, happiness and future matters! At SimonMed Imaging, we offer medical, vision and dental insurance, 401(k) eligibility, paid holidays plus PTO, Sick Time, opportunity for growth, and much more!
MINIMUM QUALIFICATIONS:
License/Certification:
- Registration as a MR Technologist by the A.R.R.T. or ARMRIT
- CPR certification
Experience:
- 1 year in fast paced MRI environment preferred.
PHYSICAL DEMANDS: This position may require duties including lifting and carrying up to 40 pounds, sitting for prolonged periods of time, with frequent standing and walking.
DRESS ATTIRE: Business Casual or scrubs dependent on department
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Employment is contingent upon successful completion of drug and background screening. Some positions will require a favorable driving record.
MRI Technologist
Posted today
Job Viewed
Job Description
Join the fastest growing outpatient radiology practice in the Nation- SimonMed Imaging! Our commitment to excellence and improving patient care paired with the best-in-class technology allows us to be an industry leader in the constantly evolving health care environment. Secure your spot now and take advantage of a unique career opportunity to advance your skills while working alongside a dedicated team of board-certified subspecialty radiologists. We can’t wait to meet you!
ESSENTIAL FUNCTIONS:
- The MRI Technologist operates the Magnetic Resonance operations at SimonMed Imaging centers.
- Knowledge of magnetic resonance imaging procedures and technology
- Operates a magnetic resonance scanner to obtain images used by physicians in the diagnosis and treatment of pathologies
- Selects appropriate imaging techniques, and operates console and peripheral hardware; enters and monitors patient data, transfers images from disk to magnetic media to produce the transparency, and develops film in automatic processor
- Obtains images, produces film records and backups from disk to storage media, and transfers from desk to PACS stations
- Maintains accurate study documentation
- Performs a variety of tasks
- A certain degree of creativity and latitude is required
- Demonstrates competency in the performance of job-related skills appropriate to his/her customer populations and departmental services while providing excellent customer service.
- Utilizes and operates equipment and mechanical devices which provide for a functional, effective, and safe environment.
- Adheres to policies, procedures, guidelines relative to departmental operations.
OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time or without notice.
BENEFITS: Your health, happiness and future matters! At SimonMed Imaging, we offer medical, vision and dental insurance, 401(k) eligibility, paid holidays plus PTO, Sick Time, opportunity for growth, and much more!
MINIMUM QUALIFICATIONS:
License/Certification:
- Registration as a MR Technologist by the A.R.R.T. or ARMRIT
- CPR certification
Experience:
- 1 year in fast paced MRI environment preferred.
PHYSICAL DEMANDS: This position may require duties including lifting and carrying up to 40 pounds, sitting for prolonged periods of time, with frequent standing and walking.
DRESS ATTIRE: Business Casual or scrubs dependent on department
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Employment is contingent upon successful completion of drug and background screening. Some positions will require a favorable driving record.
MRI Technologist
Posted today
Job Viewed
Job Description
Join the fastest growing outpatient radiology practice in the Nation- SimonMed Imaging! Our commitment to excellence and improving patient care paired with the best-in-class technology allows us to be an industry leader in the constantly evolving health care environment. Secure your spot now and take advantage of a unique career opportunity to advance your skills while working alongside a dedicated team of board-certified subspecialty radiologists. We can’t wait to meet you!
ESSENTIAL FUNCTIONS:
- The MRI Technologist operates the Magnetic Resonance operations at SimonMed Imaging centers.
- Knowledge of magnetic resonance imaging procedures and technology
- Operates a magnetic resonance scanner to obtain images used by physicians in the diagnosis and treatment of pathologies
- Selects appropriate imaging techniques, and operates console and peripheral hardware; enters and monitors patient data, transfers images from disk to magnetic media to produce the transparency, and develops film in automatic processor
- Obtains images, produces film records and backups from disk to storage media, and transfers from desk to PACS stations
- Maintains accurate study documentation
- Performs a variety of tasks
- A certain degree of creativity and latitude is required
- Demonstrates competency in the performance of job-related skills appropriate to his/her customer populations and departmental services while providing excellent customer service.
- Utilizes and operates equipment and mechanical devices which provide for a functional, effective, and safe environment.
- Adheres to policies, procedures, guidelines relative to departmental operations.
OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time or without notice.
BENEFITS: Your health, happiness and future matters! At SimonMed Imaging, we offer medical, vision and dental insurance, 401(k) eligibility, paid holidays plus PTO, Sick Time, opportunity for growth, and much more!
MINIMUM QUALIFICATIONS:
License/Certification:
- Registration as a MR Technologist by the A.R.R.T. or ARMRIT
- CPR certification
Experience:
- 1 year in fast paced MRI environment preferred.
PHYSICAL DEMANDS: This position may require duties including lifting and carrying up to 40 pounds, sitting for prolonged periods of time, with frequent standing and walking.
DRESS ATTIRE: Business Casual or scrubs dependent on department
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Employment is contingent upon successful completion of drug and background screening. Some positions will require a favorable driving record.