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Tax Expert - Local
Posted today
Job Viewed
Job Description
Tax Expert - Local at Intuit summary:
As a TurboTax Live Seasonal Local Service Expert, you provide comprehensive tax preparation, advice, and software support to customers in-person and virtually. You serve as a trusted advisor addressing simple to complex tax situations while building long-term client relationships and driving community engagement. This role requires strong expertise in tax laws, excellent customer service skills, and an entrepreneurial mindset to grow TurboTax’s local presence.
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 advice, TurboTax, tax return, IRS compliance, tax deductions, tax planning, customer service, financial guidance, community engagement
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
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 - Onsite
Posted today
Job Viewed
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.
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 advice, TurboTax, customer service, tax planning, financial empowerment, community engagement, tax software support, seasonal tax associate, client relationship management
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
Travel Nurse RN - ED - Emergency Department - $2,146 per week
Posted today
Job Viewed
Job Description
Malone Healthcare - Nursing is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in Rock Island, Illinois.
Job Description & Requirements- Specialty: ED - Emergency Department
- Discipline: RN
- Start Date: 12/22/2025
- Duration: 13 weeks
- 36 hours per week
- Shift: 12 hours, nights
- Employment Type: Travel
Requirements & Details – Temp RN (ER, Nights) –
COVID-19 vaccination required (medical/religious exemptions upon request)
No locals within 60 miles
IL RN license required at submission
IA RN license or proof of application needed before start
May float to: Moline, Rock Island, Bettendorf, Muscatine (rare)
EMR: EPIC
VMS Fee: 6%
OT Billing:
36–40 hr/week guarantee → OT after 40 hrs
48 hr/week guarantee → OT after 48 hrs
Rates:
OT/Holiday: 1.25x
Apply Now!
With a commitment to providing a higher standard of service and experience in patient care, Malone Healthcare places expert nurses and allied health professionals in rewarding careers throughout the United States. As a leading healthcare staffing agency, Malone’s focus on compliance and integrity translates to a seamless experience for our team members and partner facilities. When you work with Malone Healthcare, you can rely on over 50 years of proven experience placing exceptional professionals in quality healthcare settings.
Benefits- Weekly pay
- Holiday Pay
- Guaranteed Hours
- Continuing Education
- 401k retirement plan
- Pet insurance
- Referral bonus
- Medical benefits
- Dental benefits
- Vision benefits
- License and certification reimbursement
- Life insurance
Travel Nurse RN - ICU - Intensive Care Unit - $2,290 per week
Posted today
Job Viewed
Job Description
Malone Healthcare - Nursing is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Muscatine, Iowa.
Job Description & Requirements- Specialty: ICU - Intensive Care Unit
- Discipline: RN
- Start Date: 10/27/2025
- Duration: 13 weeks
- 36 hours per week
- Shift: 12 hours, nights
- Employment Type: Travel
Interviews: Same-day; candidates may get a call from (405) area code
Eligibility: Must live 50+ miles from facility; local travelers not accepted
Shift/Hours: NBO 16 hrs; 36–40 hrs/week (OT after 40); 48 hrs/week (OT after 48)
EMR: EPIC
Pay/Multipliers: OT/Holiday 1.15x, Call Back 1.15x (2-hr min), On Call $9/hr, Charge/Precept $6/hr
Float: Within discipline across campuses
Holidays 2025: Work 2 of 3 winter holidays (Christmas, New Year, Thanksgiving); max 1 day off 11/26–11/30 & 12/23–1/2
With a commitment to providing a higher standard of service and experience in patient care, Malone Healthcare places expert nurses and allied health professionals in rewarding careers throughout the United States. As a leading healthcare staffing agency, Malone’s focus on compliance and integrity translates to a seamless experience for our team members and partner facilities. When you work with Malone Healthcare, you can rely on over 50 years of proven experience placing exceptional professionals in quality healthcare settings.
Benefits- Weekly pay
- Holiday Pay
- Guaranteed Hours
- Continuing Education
- 401k retirement plan
- Pet insurance
- Referral bonus
- Medical benefits
- Dental benefits
- Vision benefits
- License and certification reimbursement
- Life insurance
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Travel Stepdown Registered Nurse - $2,249 per week
Posted today
Job Viewed
Job Description
Medical Solutions is seeking a travel nurse RN Stepdown for a travel nursing job in Rock Island, Illinois.
Job Description & Requirements- Specialty: Stepdown
- Discipline: RN
- Duration: 13 weeks
- 36 hours per week
- Shift: 12 hours, nights
- Employment Type: Travel
We’re seeking talented healthcare professionals whose adventure game is as strong as their clinical game. Those that want flexibility and high pay, we have the positions for you!
Some of the industry-leading benefits enjoyed by Medical Solutions travel nurses and travel allied healthcare professionals include:
- Day One Medical, Dental, and Vision with low premiums
- Day One 401(k) with Company Contribution
- Personalized Compensation Packages
- Paid, Private, Fully Furnished, Pet-Friendly Housing
- Dedicated Recruiter and 24/7 Customer Care Line
- Per Diem Allowance and Paid Travel
- Licensure and Certification Reimbursement
- Free Liability Coverage
- Voluntary Benefits: Critical Illness, Hospital Indemnity, Accident, and Pet Insurance
- Equal Employment Opportunity
- And More!
Estimated pay package based on bill rate at time job was posted. Bill rates can change frequently and without notice. Exact pay package may vary based on guaranteed hours, distance being traveled, and customizations available for travelers.
Medical Solutions Job ID # . Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Stepdown
About Medical SolutionsAt Medical Solutions, we’re people who care, helping people who care. No matter how you look at it, there’s a whole lot of care going on in our world and that’s just the way we like it. What do we do? Medical Solutions is one of the nation’s largest providers of total workforce solutions in the healthcare industry, connecting nurses and allied health clinicians with hospitals and healthcare systems across the country and around the corner. Through our family of brands, we also serve a segment of clients outside of the healthcare space. And we’re the very best at what we do. You’ll love our culture that’s filled with heart and soul. As a company and employer, we’re sincerely and unabashedly us. We lead as humans first and believe the unique qualities of each team member make us better together. We share a purpose for helping others and the drive to make a difference. And we offer endless opportunities for personal and professional growth, throughout your career. At Medical Solutions, you’ll find a great place to work and a career home. We’ve received Best Places to Work awards, landed top industry awards, and received accolades for the impact we’ve made in business and within our community. But the only way to really get to know us, is to join us. We think you’ll fit right in.
Benefits- Weekly pay
- Holiday Pay
- Guaranteed Hours
- Continuing Education
- 401k retirement plan
- Pet insurance
- Company provided housing options
- Cancelation protection
- Wellness and fitness programs
- Mileage reimbursement
- Referral bonus
- Employee assistance programs
- Medical benefits
- Dental benefits
- Vision benefits
- Benefits start day 1
- License and certification reimbursement
- Life insurance
- Discount program
Travel Respiratory Therapist - $1,958 per week
Posted today
Job Viewed
Job Description
Medical Solutions Allied is seeking a travel Respiratory Therapist for a travel job in Davenport, Iowa.
Job Description & Requirements- Specialty: Respiratory Therapist
- Discipline: Allied Health Professional
- Duration: 13 weeks
- 36 hours per week
- Shift: 12 hours, nights
- Employment Type: Travel
We’re seeking talented healthcare professionals whose adventure game is as strong as their clinical game. Those that want flexibility and high pay, we have the positions for you!
Some of the industry-leading benefits enjoyed by Medical Solutions travel nurses and travel allied healthcare professionals include:
- Day One Medical, Dental, and Vision with low premiums
- Day One 401(k) with Company Contribution
- Personalized Compensation Packages
- Paid, Private, Fully Furnished, Pet-Friendly Housing
- Dedicated Recruiter and 24/7 Customer Care Line
- Per Diem Allowance and Paid Travel
- Licensure and Certification Reimbursement
- Free Liability Coverage
- Voluntary Benefits: Critical Illness, Hospital Indemnity, Accident, and Pet Insurance
- Equal Employment Opportunity
- And More!
Estimated pay package based on bill rate at time job was posted. Bill rates can change frequently and without notice. Exact pay package may vary based on guaranteed hours, distance being traveled, and customizations available for travelers.
Medical Solutions Allied Job ID # . Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Respiratory Therapy
About Medical Solutions AlliedAt Medical Solutions, we’re people who care, helping people who care. No matter how you look at it, there’s a whole lot of care going on in our world and that’s just the way we like it. What do we do? Medical Solutions is one of the nation’s largest providers of total workforce solutions in the healthcare industry, connecting nurses and allied health clinicians with hospitals and healthcare systems across the country and around the corner. Through our family of brands, we also serve a segment of clients outside of the healthcare space. And we’re the very best at what we do. You’ll love our culture that’s filled with heart and soul. As a company and employer, we’re sincerely and unabashedly us. We lead as humans first and believe the unique qualities of each team member make us better together. We share a purpose for helping others and the drive to make a difference. And we offer endless opportunities for personal and professional growth, throughout your career. At Medical Solutions, you’ll find a great place to work and a career home. We’ve received Best Places to Work awards, landed top industry awards, and received accolades for the impact we’ve made in business and within our community. But the only way to really get to know us, is to join us. We think you’ll fit right in.
Benefits- Discount program
- Life insurance
- Mileage reimbursement
- Company provided housing options
- License and certification reimbursement
- Benefits start day 1
- Continuing Education
- Guaranteed Hours
- Vision benefits
- Referral bonus
- 401k retirement plan
- Dental benefits
- Cancelation protection
- Weekly pay
- Medical benefits
- Employee assistance programs
- Wellness and fitness programs
- Pet insurance
- Holiday Pay
Travel Medical ICU Registered Nurse - $2,117 per week
Posted today
Job Viewed
Job Description
Medical Solutions is seeking a travel nurse RN MICU - Medical Intensive Care Unit for a travel nursing job in Muscatine, Iowa.
Job Description & Requirements- Specialty: MICU - Medical Intensive Care Unit
- Discipline: RN
- Duration: 13 weeks
- 36 hours per week
- Shift: 12 hours, nights
- Employment Type: Travel
We’re seeking talented healthcare professionals whose adventure game is as strong as their clinical game. Those that want flexibility and high pay, we have the positions for you!
Some of the industry-leading benefits enjoyed by Medical Solutions travel nurses and travel allied healthcare professionals include:
- Day One Medical, Dental, and Vision with low premiums
- Day One 401(k) with Company Contribution
- Personalized Compensation Packages
- Paid, Private, Fully Furnished, Pet-Friendly Housing
- Dedicated Recruiter and 24/7 Customer Care Line
- Per Diem Allowance and Paid Travel
- Licensure and Certification Reimbursement
- Free Liability Coverage
- Voluntary Benefits: Critical Illness, Hospital Indemnity, Accident, and Pet Insurance
- Equal Employment Opportunity
- And More!
Estimated pay package based on bill rate at time job was posted. Bill rates can change frequently and without notice. Exact pay package may vary based on guaranteed hours, distance being traveled, and customizations available for travelers.
Medical Solutions Job ID # . Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: MICU (Medical Intensive Unit Care)
About Medical SolutionsAt Medical Solutions, we’re people who care, helping people who care. No matter how you look at it, there’s a whole lot of care going on in our world and that’s just the way we like it. What do we do? Medical Solutions is one of the nation’s largest providers of total workforce solutions in the healthcare industry, connecting nurses and allied health clinicians with hospitals and healthcare systems across the country and around the corner. Through our family of brands, we also serve a segment of clients outside of the healthcare space. And we’re the very best at what we do. You’ll love our culture that’s filled with heart and soul. As a company and employer, we’re sincerely and unabashedly us. We lead as humans first and believe the unique qualities of each team member make us better together. We share a purpose for helping others and the drive to make a difference. And we offer endless opportunities for personal and professional growth, throughout your career. At Medical Solutions, you’ll find a great place to work and a career home. We’ve received Best Places to Work awards, landed top industry awards, and received accolades for the impact we’ve made in business and within our community. But the only way to really get to know us, is to join us. We think you’ll fit right in.
Benefits- Weekly pay
- Holiday Pay
- Guaranteed Hours
- Continuing Education
- 401k retirement plan
- Pet insurance
- Company provided housing options
- Cancelation protection
- Wellness and fitness programs
- Mileage reimbursement
- Referral bonus
- Employee assistance programs
- Medical benefits
- Dental benefits
- Vision benefits
- Benefits start day 1
- License and certification reimbursement
- Life insurance
- Discount program