40,672 Jobs in New Canaan
Medical - Medical Assistant
Posted 1 day ago
Job Viewed
Job Description
Medical Assistant
Job Description
Exciting opportunity to join our growing practice and work both in an outpatient clinic and if interested, on our new Medical Van! WIHD, located in Valhalla, NY, is looking for a full time certified Medical Assistant. The CMA or RMA will provide direct patient assistance in an outpatient clinic and on our Medical Van, serving adults with IDD.
WIHD’s mission is to create better futures for people with disabilities, for vulnerable children and for their families and caregivers. WIHD accomplishes its mission through professional education; innovative services and supports; community training and technical assistance; and research and information dissemination. WIHD provides a positive working environment that promotes employee safety, growth and goal attainment. Our benefit package is generous and provides options to meet the needs of each employee. We offer flexible work schedules for many positions providing a setting with a desirable work-life balance.
The CMA position is full-time and provides a comprehensive benefits package and competitive salary commensurate with experience and if passed the certification exam and actively nationally registered.
Responsibilities:
- Participates in primary care pre-visit planning by identifying applicable preventative health measures; flagging and following up on overdue labs, imaging, and consultations; acquiring outstanding medical documentation; and managing patient correspondence with the provider and care team.
- Documents/scans the following in the electronic medical record for the provider and care team.
- Documents the following comprehensive health assessment items for the provider and care team to include immunizations and screenings; medical, familial, and social history including cultural and personal preferences; behaviors affecting health; and advanced care planning.
- Assists the provider in the exam room with collection of specimens, gynecologic examinations, cerumen removal, EKG’s, PFT’s, ABI’s, venipuncture, etc.
- Provides instruction and educational resources to the patient and/or caregiver under the provider’s direction. Executes proper technique in patient interactions.
- Arranges prescription refills, prior authorizations, and pre-certifications as needed.
- Efficiently maintains patient flow throughout Adult Health Services. Appropriately cleans and organizes exam rooms for all team patients including replenishing supplies from the storeroom, as well as cleaning and sterilizing appropriate equipment.
- Responsible for other activities as directed, as well as covering for other positions when needed (i.e., care coordination, medical records, reception, etc.).
- Participates in quality improvement activities as needed.
- Attends all required medical home and Adult Health Services meetings.
- Drive Medical Van with a provider to Home Agencies.
Qualifications:
Education :
- High School Diploma
- Graduation from an accredited Medical Assistant certificate program.
Preferred Certification:
- Certified CCMA
- CPT or RPT
- EKG Certification
Experience and knowledge:
- 3 Months in a healthcare setting;
- Electronic medical record software;
- Infection disease precautions/procedure;
- Experienced in the care of individuals with developmental disabilities preferred;
- Venipuncture experience preferred.
Rate of Pay is Commensurate Upon Experience and pays in the range of $21.00 - $23.00 per hour plus benefits.
WIHD is committed to fostering a workplace culture that values respect, fairness, and equal opportunity. Employment decisions are based on individual qualifications, experience, and business needs. We comply with all applicable laws and do not discriminate on the basis of race, color, national origin, citizenship status, religion, age, sex, marital status, sexual orientation, gender identity, disability, veteran status, pregnancy, or any other status protected by law.
Company Details
Data entry clerk
Posted 11 days ago
Job Viewed
Job Description
We are seeking a highly organized and detail-oriented Data Entry Clerk to join our team. The Data Entry Clerk will be responsible for inputting, updating, and maintaining data in various systems and databases, ensuring accuracy and consistency. This role is crucial in supporting the efficient functioning of the company's data-driven operations.
- Enter, update, and maintain data in company databases, spreadsheets, and software programs.
- Review and verify data for accuracy and completeness.
- Correct or modify inaccurate data entries as necessary.
- Ensure all documents and data are properly organized and stored.
- Prepare and sort documents for data entry.
- Generate reports and perform data analysis as required.
- Respond to inquiries regarding data-related issues.
- Collaborate with other departments to resolve data discrepancies.
- Maintain confidentiality of sensitive information.
- Perform regular backups and data maintenance tasks.
- Assist with other administrative tasks as needed.
Skills:
- Strong typing speed and accuracy.
- Proficient in Microsoft Office Suite (Excel, Word, etc.) and/or data entry software.
- Excellent attention to detail and organizational skills.
- Strong communication skills, both written and verbal.
- Ability to handle and process large volumes of data.
- Basic knowledge of data management and data security practices.
Company Details
Customer Service Representative
Posted 12 days ago
Job Viewed
Job Description
- Customer Support : Respond to customer inquiries via phone, email, and chat promptly and professionally, ensuring timely and accurate information.
- Issue Resolution : Troubleshoot and resolve customer issues, complaints, or concerns in a friendly and efficient manner. Escalate complex issues to the appropriate team members when necessary.
- Product Knowledge : Provide customers with detailed product information and updates, assist with product selection, and guide them through features and benefits.
- Order Management : Process orders, returns, exchanges, and refunds accurately while maintaining high attention to detail.
- Customer Follow-Up : Ensure customers receive follow-up communication on their inquiries or unresolved issues. Ensure customer satisfaction post-resolution.
- Documenting Interactions : Maintain accurate records of customer interactions, transactions, comments, and complaints in CRM systems.
- Cross-Functional Collaboration : Work closely with other departments (sales, technical support, etc.) to ensure customer needs are met and service standards are maintained.
- Upselling & Cross-Selling : Promote additional products, services, or upgrades to customers when applicable, while maintaining a customer-first approach.
- Feedback Collection : Gather customer feedback and suggest improvements based on recurring issues or opportunities for service enhancement.
Company Details
Payroll assistant
Posted 13 days ago
Job Viewed
Job Description
We are seeking a detail-oriented and organized Payroll Assistant to support our payroll operations. The Payroll Assistant will be responsible for ensuring accurate and timely processing of employee compensation, maintaining payroll records, and assisting with compliance requirements. This role requires strong numerical skills, confidentiality, and the ability to work efficiently under deadlines.
Key responsibilities include collecting and verifying employee timesheets, inputting and updating payroll data into the system, and preparing routine payroll reports. The Payroll Assistant will respond to employee inquiries regarding pay, deductions, and benefits, while escalating complex issues to the Payroll Manager. Additional duties include reconciling discrepancies, supporting audits, and ensuring adherence to company policies as well as federal and state regulations.
The ideal candidate should possess excellent communication skills, proficiency with payroll software and Microsoft Office, and a strong eye for detail. Prior experience in payroll or human resources is preferred. This position offers an opportunity to develop payroll expertise in a supportive and professional environment.
Company Details
Speech Pathologist
Posted today
Job Viewed
Job Description
Speech Pathologist Career Opportunity
Welcome to Encompass Health: Where Compassion Meets Speech Therapy
Are you searching for a career that aligns with your passion and brings fulfillment close to home? At Encompass Health, we greet you like an old friend, fostering a sense of belonging right from the beginning. Imagine the chance to make a profound difference in your community by providing essential therapy and unwavering support to patients. Join our team as a Speech Pathologist and become a pivotal figure in assisting patients in overcoming speech and communication challenges. You'll find a supportive environment where small victories create monumental impacts and where you'll have access to cutting-edge technology while working for the nations largest rehabilitation company. If this resonates with you, you're in the perfect place to make a meaningful impact.
A Glimpse into Our World
Whether you're beginning your career or a seasoned Speech Pathologist looking for a nurturing environment to call home, we're confident you'll feel the difference the moment you join our team. Being a part of Encompass Health means being a part of a growing national inpatient rehabilitation leader. We take pride in our career growth opportunities and the collaborative spirit of our team members, united for the greater good of our patients. Our recognitions, including being named one of the "Worlds Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, make us immensely proud.
Benefits That Begin With You
Our benefits are designed to support your well-being and start on day one :
- Affordable medical, dental, and vision plans for both full-time and part-time employees and their families.
- Generous paid time off that accrues over time.
- Tuition reimbursement and continuous education opportunities for your professional growth.
- Company-matching 401(k) and employee stock purchase plans, securing your financial future.
- Flexible spending and health savings accounts tailored to your unique needs.
- A vibrant community of individuals who are passionate about what they do.
Embrace Your Role as a Speech Pathologist
Your impactful journey involves:
- Evaluating, assessing, developing, and administering personalized treatment plans for patients with speech and language rehabilitation needs.
- Identifying issues and modifying speech therapy treatment if necessary.
- Tracking and documenting patient performance, progress, and response to treatment.
- Celebrating patient victories along the way.
Qualifications
- Current licensure or certification required by state regulations.
- Successful completion of SLP Certification of Clinical Competence (CCC).
- CPR certification required or must be obtained within 30 days of hire.
- Masters degree preferred, or Bachelors degree with field experience.
The Encompass Health Way
We proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing!
At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification.
We're looking forward to meeting you and we truly mean that. Join our family, and let's make a positive impact together!
Occupational Therapist
Posted today
Job Viewed
Job Description
Occupational Therapist Career Opportunity
Your Calling, Close to Home and Heart
Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe in the power of creating positive change within local communities through exceptional Occupational Therapy services, empowering individuals toward independence and an improved quality of life. Envision the opportunity to profoundly impact patients' lives, providing vital care and support, and contributing to inspiring outcomes. If this resonates, you're in the right place. As an Occupational Therapist, your role thrives on recognizing the significance of small victories in driving substantial change. Utilize your specialized skills to deliver top-tier, compassionate, and personalized care to our rehabilitation patients. Embrace a supportive team environment infused with motivation and joy in their work, granting access to cutting-edge technology. Start a rewarding career with comprehensive benefits, ensuring your peace of mind and professional growth from day one. Welcome to a fulfilling career journey where your care brings lasting impact and personal fulfillment.
A Glimpse into Our World
Whether you're laying the foundation of your career or a seasoned Occupational Therapist in search of a nurturing environment to call home, we are confident you'll feel the difference the moment you join our team. Being at Encompass Health means being a part of a growing national inpatient rehabilitation leader. We take pride in our career growth opportunities and the collaborative spirit of our team members, united for the greater good of our patients. Our recognitions, including being named one of the "Worlds Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, make us immensely proud.
Benefits That Begin With You
Our benefits are designed to support your well-being and start on day one:
- Affordable medical, dental, and vision plans for both full-time and part-time employees and their families.
- Generous paid time off that accrues over time.
- Tuition reimbursement and continuous education opportunities for your professional growth.
- Company-matching 401(k) and employee stock purchase plans, securing your financial future.
- Flexible spending and health savings accounts tailored to your unique needs.
A vibrant community of individuals who are passionate about what they do.
Be the Occupational Therapist You've Always Aspired to Be
Your impactful journey involves:
- Providing direct care to patients in need of occupational therapy.
- Guiding patients by supervising care and treatments, leading patient assessments, creating personalized care plans, and targeting and resolving patient concerns.
- Building meaningful relationships with patients by dedicating time to understand their physical, mental, and emotional needs for a successful recovery.
- Celebrating patient victories along the way.
Qualifications
- Current licensure or certification required by state regulations.
- CPR certification.
- Masters Degree preferred, or Bachelors Degree plus sufficient experience in the field.
The Encompass Health Way
We proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing!
At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification.
We're looking forward to meeting you, and we truly mean that. Join our family, and let's make a positive impact together!
Tax Expert - Local
Posted today
Job Viewed
Job Description
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
Be The First To Know
About the latest All Jobs in New canaan !
Seasonal Tax Expert - Local
Posted today
Job Viewed
Job Description
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
Tax Expert
Posted today
Job Viewed
Job Description
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
Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required
Posted today
Job Viewed
Job Description
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