Tax Associate - Onsite

57103 Sioux Falls, South Dakota Intuit

Posted today

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Job Description

Tax Associate - Onsite at Intuit summary:

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

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”


About the Role:


In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.


Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.


This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.


What You’ll Do:

  • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
  • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
  • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
  • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
  • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.

What You Get:

As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including:

401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program

discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support.


Who You Are:

  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location
  • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
  • Bilingual (English/Spanish) communication skills are a plus
  • Experience in holistic tax advisory services beyond tax filing

Attributes & Skills:

  • Passionate about empowering customers and helping them overcome the complexities of taxation.
  • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
  • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
  • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
  • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts.
  • Strong verbal and written communication skills.
  • Ability to work in a fast-paced environment independently while managing multiple priorities.
  • Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

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

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

Bay Area California $23.70 - $8.00

Southern California 23.70 - 28.00

Colorado 22.60 - 26.70

Hawaii 23.70 - 28.00

Illinois 22.60 - 26.70

Maryland 22.60 - 26.70

Massachusetts 23.70 - 28.00

Minnesota, 20.20 - 23.90

New Jersey 23.70 - 28.00

New York 23.70 - 28.00

Ohio 20.20 - 23.90

Vermont 22.60 - 26.70

Washington 23.70 - 28.00

Washington DC 22.60 - 26.70


This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

What you'll bring

How you will lead


Keywords:

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

View Now

Tax Associate - Onsite

57102 Sioux Falls, South Dakota Intuit

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: * Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. * Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. * Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. * Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. * Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you'll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support. Who You Are: * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location * Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies * Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory services beyond tax filing Attributes & Skills: * Passionate about empowering customers and helping them overcome the complexities of taxation. * Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). * Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. * Exceptional customer service skills, high empathy, and a friendly, professional demeanor. * Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts. * Strong verbal and written communication skills. * Ability to work in a fast-paced environment independently while managing multiple priorities. * Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: * Must reside within the United States. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $8.00 Southern California 23.70 - 28.00 Colorado 22.60 - 26.70 Hawaii 23.70 - 28.00 Illinois 22.60 - 26.70 Maryland 22.60 - 26.70 Massachusetts 23.70 - 28.00 Minnesota, 20.20 - 23.90 New Jersey 23.70 - 28.00 New York 23.70 - 28.00 Ohio 20.20 - 23.90 Vermont 22.60 - 26.70 Washington 23.70 - 28.00 Washington DC 22.60 - 26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ( ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead

View Now

Tax Associate - Onsite

57068 Valley Springs, South Dakota Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits 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 customers 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 TurboTaxs 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 Youll 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 Intuits 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, youll 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 TurboTaxs 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 Intuits 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 Intuits 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
View Now

Tax Associate - Onsite

57005 Brandon, South Dakota Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits 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 customers 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 TurboTaxs 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 Youll 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 Intuits 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, youll 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 TurboTaxs 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 Intuits 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 Intuits 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
View Now

Tax Associate - Onsite

57055 Worthing, South Dakota Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits 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 customers 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 TurboTaxs 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 Youll 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 Intuits 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, youll 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 TurboTaxs 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 Intuits 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 Intuits 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
View Now

Tax Associate - Onsite

57032 Shindler, South Dakota Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits 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 customers 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 TurboTaxs 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 Youll 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 Intuits 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, youll 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 TurboTaxs 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 Intuits 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 Intuits 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
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Remote Bookkeeping, Accounting, Tax and Audit Positions

Colton, South Dakota H&R Block, Inc.

Posted today

Job Viewed

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Job Description

Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse tax needs and you'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. CPA or Enrolled Agent certification Experience completing complex tax returns 5+ years of experience in accounting, finance, bookkeeping or tax Experience conducting virtual tax interviews that create confidence in clients Tax planning and audit support experience Sales and/or marketing experience What you'll bring to the team. Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email) Generate business growth, increase client retention, and offer additional products and services Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results Grow your tax expertise Your Expertise Experience completing individual tax returns Experience working in a fast-paced environment Access to high speed, reliable internet Experience and skilled in technology (specifically MS Teams and Outlook) Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email and chat Experience utilizing effective customer service techniques Analytical and problem-solving skills Successful completion of the H&R Block Tax Knowledge Assessment2 or equivalent High school diploma / equivalent or higher Must complete continuing education requirement and meet all other IRS and applicable state requirements Availability to work a minimum of 20 hours a week during peak tax season Skill in researching information using various tax and publication tools to understand the client's need (i.e., IRS Publications/Instructions) Why work for us At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. Medical coverage - allows eligible associate well-being programs including mental health support and coaching 401k Retirement Savings Plan and Employee Stock Purchase Plan Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more! The Community You Will Join: At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will also be surrounded by colleagues who are committed to helping each other grow and support each other. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. 2Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse tax needs and you'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
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Tax Associate

57103 Sioux Falls, South Dakota Intuit

Posted today

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Job Description

Tax Associate at Intuit summary:

A Tax Associate at Intuit provides expert tax preparation and advice to customers both in-person and virtually, handling simple to complex tax situations including personal and business returns. This role involves building strong client relationships, educating the community on tax topics, and driving customer loyalty through proactive outreach and exceptional service. The position is seasonal, requires on-site work at TurboTax locations across the U.S., and combines tax expertise with entrepreneurial and community engagement skills.

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”


About the Role:


In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.


Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.


This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.


What You’ll Do:

  • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
  • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
  • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
  • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
  • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.

What You Get:

As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including:

401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program

discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support.


Who You Are:

  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location
  • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
  • Bilingual (English/Spanish) communication skills are a plus
  • Experience in holistic tax advisory services beyond tax filing

Attributes & Skills:

  • Passionate about empowering customers and helping them overcome the complexities of taxation.
  • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
  • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
  • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
  • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts.
  • Strong verbal and written communication skills.
  • Ability to work in a fast-paced environment independently while managing multiple priorities.
  • Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

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

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

Bay Area California $23.70 - $8.00

Southern California 23.70 - 28.00

Colorado 22.60 - 26.70

Hawaii 23.70 - 28.00

Illinois 22.60 - 26.70

Maryland 22.60 - 26.70

Massachusetts 23.70 - 28.00

Minnesota, 20.20 - 23.90

New Jersey 23.70 - 28.00

New York 23.70 - 28.00

Ohio 20.20 - 23.90

Vermont 22.60 - 26.70

Washington 23.70 - 28.00

Washington DC 22.60 - 26.70


This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

What you'll bring

How you will lead


Keywords:

tax preparation, tax advisory, TurboTax, customer service, federal and state tax returns, tax planning, client relationship management, community engagement, seasonal employment, tax software

View Now

Tax Associate

57103 Sioux Falls, South Dakota Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Tax Associate at Intuit summary:

A Tax Associate at Intuit provides expert tax preparation and advice to customers both in-person and virtually, handling simple to complex tax situations including personal and business returns. This role involves building strong client relationships, educating the community on tax topics, and driving customer loyalty through proactive outreach and exceptional service. The position is seasonal, requires on-site work at TurboTax locations across the U.S., and combines tax expertise with entrepreneurial and community engagement skills.

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”


About the Role:


In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.


Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.


This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.


What You’ll Do:

  • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
  • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
  • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
  • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
  • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.

What You Get:

As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including:

401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program

discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support.


Who You Are:

  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location
  • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
  • Bilingual (English/Spanish) communication skills are a plus
  • Experience in holistic tax advisory services beyond tax filing

Attributes & Skills:

  • Passionate about empowering customers and helping them overcome the complexities of taxation.
  • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
  • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
  • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
  • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts.
  • Strong verbal and written communication skills.
  • Ability to work in a fast-paced environment independently while managing multiple priorities.
  • Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

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

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

Bay Area California $23.70 - $8.00

Southern California 23.70 - 28.00

Colorado 22.60 - 26.70

Hawaii 23.70 - 28.00

Illinois 22.60 - 26.70

Maryland 22.60 - 26.70

Massachusetts 23.70 - 28.00

Minnesota, 20.20 - 23.90

New Jersey 23.70 - 28.00

New York 23.70 - 28.00

Ohio 20.20 - 23.90

Vermont 22.60 - 26.70

Washington 23.70 - 28.00

Washington DC 22.60 - 26.70


This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

What you'll bring

How you will lead


Keywords:

tax preparation, tax advisory, TurboTax, customer service, federal and state tax returns, tax planning, client relationship management, community engagement, seasonal employment, tax software

View Now

Tax Associate

57102 Sioux Falls, South Dakota Intuit

Posted today

Job Viewed

Tap Again To Close

Job Description

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”


About the Role:


In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.


Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.


This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 


What You’ll Do:

  • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
  • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
  • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
  • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
  • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.

What You Get: 

As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 

401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program

discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support.


Who You Are:

  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location
  • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
  • Bilingual (English/Spanish) communication skills are a plus
  • Experience in holistic tax advisory services beyond tax filing

Attributes & Skills:

  • Passionate about empowering customers and helping them overcome the complexities of taxation.
  • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
  • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
  • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
  • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts.
  • Strong verbal and written communication skills.
  • Ability to work in a fast-paced environment independently while managing multiple priorities.
  • Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

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

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

Bay Area California $23.70 - $8.00

Southern California 23.70 - 28.00

Colorado 22.60 - 26.70

Hawaii 23.70 - 28.00

Illinois 22.60 - 26.70

Maryland 22.60 - 26.70

Massachusetts 23.70 - 28.00

Minnesota, 20.20 - 23.90

New Jersey 23.70 - 28.00

New York 23.70 - 28.00

Ohio 20.20 - 23.90

Vermont 22.60 - 26.70

Washington 23.70 - 28.00

Washington DC 22.60 - 26.70


This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

What you'll bring

How you will lead

View Now
 

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  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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