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Administrative - Document Controller

Premium Job
18411 Clarks Summit $84000 per year First (1st) Financial Investments Inc

Posted 13 days ago

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Job Description

Full time Permanent

1st Financial Investments, Inc is looking for a document controller to handle the intake, management, and storage of our company's documents. In this role, you will be required to review, process, and file documentation as well as manage the smooth running of all our documentation operations.

To ensure success as a document controller you should be up to date with document management processes and have a detail-oriented mindset. A top-notch document controller will have an extensive understanding of document management software and be able to handle document access intaking and archiving responsibilities.

Document Controller Responsibilities:
  • Handling intake, scanning, verification, and storing documents.
  • Filing and archiving relevant documentation.
  • Retrieving files for other employees and customers when needed.
  • Designing templates for documents, file types, and document databases.
  • Checking and editing documents for accuracy and compliance.
  • Controlling the flow of documents in and out of the department.
  • Reporting errors or developments regarding document storage.
  • Ensuring the secure destruction and disposal of sensitive documents.
  • Updating and maintaining document management systems and physical records.
  • Maintaining the security of confidential documents.
  • Assisting employees with accessing documents through our document management system.
Document Controller Requirements:
  • A bachelor's degree in business administration, library management, or record management.
  • 2 years experience in document management, archive management, or records management.
  • Knowledge of document management systems like Sharepoint, OnlyOffice, DocuWare Cloud, Rubex.
  • Proficiency in document capturing systems like CAPSYS Capture and Xerox DocuShare.
  • An excellent grasp of Microsoft Office programs.
  • Top-class typing and report writing skills.
  • Detail-focused document organizing abilities.
  • Familiarity with the relevant regulations regarding document keeping and handling.
  • Able to proactively manage database changes using software management systems.
  • Time-oriented approach to handling queries and tasks.

Company Details

1st Financial Investments, Inc. is a financial services company based out of 116 North State Street. 1st Floor, Clarks Summit, Pennsylvania, United States. The company offers investment advisory and portfolio management services, as well as insurance and annuities. The company is licensed as an insurance agency in Pennsylvania and offers insurance products and annuities
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Tax Preparer - 2+ Yrs Paid Tax Experience Required

18222 Conyngham, Pennsylvania Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit 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

By applying, you consent to your information being transmitted by College Recruiter to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See Intuit Privacy Policy at careers/privacy/ and SonicJobs Privacy Policy at us/privacy-policy and Terms of Use at us/terms-conditions

View Now

Tax Preparer - 2+ Yrs Paid Tax Experience Required

18612 Dallas, Pennsylvania Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit 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

By applying, you consent to your information being transmitted by College Recruiter to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See Intuit Privacy Policy at careers/privacy/ and SonicJobs Privacy Policy at us/privacy-policy and Terms of Use at us/terms-conditions

View Now

Tax Preparer - 2+ Yrs Paid Tax Experience Required

18444 Madison Township, Pennsylvania Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit 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

By applying, you consent to your information being transmitted by College Recruiter to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See Intuit Privacy Policy at careers/privacy/ and SonicJobs Privacy Policy at us/privacy-policy and Terms of Use at us/terms-conditions

View Now

Tax Associate - 2+ Yrs Paid Tax Experience Required

18612 Dallas, Pennsylvania Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit 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

By applying, you consent to your information being transmitted by College Recruiter to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See Intuit Privacy Policy at careers/privacy/ and SonicJobs Privacy Policy at us/privacy-policy and Terms of Use at us/terms-conditions

View Now

Tax Associate - 2+ Yrs Paid Tax Experience Required

18222 Conyngham, Pennsylvania Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit 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

By applying, you consent to your information being transmitted by College Recruiter to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See Intuit Privacy Policy at careers/privacy/ and SonicJobs Privacy Policy at us/privacy-policy and Terms of Use at us/terms-conditions

View Now

Tax Accountant - 2+ Yrs Paid Tax Experience Required

18612 Dallas, Pennsylvania Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit 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

By applying, you consent to your information being transmitted by College Recruiter to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See Intuit Privacy Policy at careers/privacy/ and SonicJobs Privacy Policy at us/privacy-policy and Terms of Use at us/terms-conditions

View Now
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Tax Associate

18222 Conyngham, Pennsylvania Intuit

Posted today

Job Viewed

Tap Again To Close

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.

Overview

Intuit 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

View Now

Tax Associate

18612 Dallas, Pennsylvania Intuit

Posted today

Job Viewed

Tap Again To Close

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.

Overview

Intuit 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

View Now

Tax Associate - Onsite

18222 Conyngham, Pennsylvania Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Tax Associate - Onsite at Intuit summary:

As a Tax Associate - Onsite at TurboTax, you will provide expert tax preparation and advice to clients, handling a variety of tax situations from simple filings to complex business income scenarios. The role involves both in-person and virtual customer service, as well as community engagement to build a loyal client base and promote TurboTax locally. You will use your tax expertise and communication skills to empower customers, maximize refunds, and support their financial goals while representing Intuit's mission.

Overview

Intuit 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 advice, TurboTax, customer service, tax planning, financial empowerment, community engagement, tax software support, seasonal tax associate, client relationship management

View Now

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  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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