Overview
Intuit is looking for passionate individuals to become part of our vibrant team as TurboTax Live Seasonal Local Service Associates. This is an exciting seasonal opportunity that blends tax expertise with community engagement, aimed at empowering customers to navigate their tax needs effectively. As a member of our TurboTax team, you will play a crucial role in helping clients achieve positive financial outcomes, in alignment with Intuit's mission of "Powering Prosperity Around the World."
About the Role :
In this position, you will work on-site at a TurboTax location, assisting customers both in-person and virtually with Intuit TurboTax products. Your tax expertise will be invaluable in providing full-service tax return preparation, advice, calculations, and software support. It's vital to understand each customer's unique situation and build rapport to ease the stress that taxes may bring. From basic W2 filings to complex tax scenarios involving business income and investments, you will be the trusted expert for your clients.
Furthermore, you will contribute to expanding TurboTax's client base in your local community, fostering long-term relationships and enhancing customer loyalty. TurboTax will equip you with the necessary tools, resources, and support to ensure your success.
What You'll Do :
- Offer Tax Expertise : Deliver hands-on tax advice and service for TurboTax clients across a spectrum of situations ranging from personal income to complex business deductions. Uncover opportunities to optimize deductions, minimize liabilities, and provide insights for future tax planning.
- Engage as a Community Ambassador : Foster your role as a community ambassador and business owner, actively cultivating a strong customer base for TurboTax. Engage with potential clients, nurture leads, and promote TurboTax through local events.
- Educate and Communicate : Represent TurboTax confidently in your community by hosting educational events and simplifying tax concepts, making them accessible to everyone.
- Build Relationships : Establish meaningful connections, demonstrate understanding of financial concerns, and develop trust to transform one-time clients into loyal customers.
- Deliver Exceptional Customer Experience : Craft an outstanding customer service experience while being genuinely interested in helping clients meet their financial goals, communicating through our advanced tools as needed.
What You Get :
As a TurboTax Live Seasonal Local Service Associate, you will gain access to fantastic seasonal benefits, including :
401(k) Savings Plan with company matchingPaid sick timeEmployee Stock Purchase PlanE&O Insurance provided by IntuitEmployee Assistance ProgramDiscounts on Intuit products, including TurboTax LiveWho You Are :
Possess an active Preparer Tax Identification Number (PTIN) required for tax filing.Have at least 2 years of paid experience preparing 30 or more federal and state individual 1040 tax returns per tax season using professional software.Familiarity with Circular 230.Available to work a minimum of 24 hours per week on-site at a TurboTax location.Enthusiastic about building a local and online presence as a TurboTax Associate, creating valuable tax-related content for your community.Bilingual (English / Spanish) communication skills are a plus.Experience in holistic tax advisory services beyond basic filing.Attributes & Skills :
Dedicated to empowering customers while guiding them through tax complexities.Excited to engage with your community and promote TurboTax through various outreach efforts.Self-driven with an entrepreneurial mindset aimed at growing your customer portfolio.Exceptional customer service skills, empathy, and a friendly, professional approach.Adept at managing multiple priorities in a fast-paced environment.Technologically proficient, including with tax preparation software and CRM tools.Additional Requirements :
Must reside in the United States.Possess or be able to obtain any necessary State licenses, certificates, permits, or bonds.Intuit offers a competitive compensation package with performance-based rewards. The expected pay range for this role varies by location, with base pay for several regions detailed as follows :
Bay Area California : $23.70 - $28.00Southern California : $23.70 - $28.00Colorado : $22.60 - $26.70Hawaii : $23.70 - $28.00Illinois : $22.60 - $26.70Maryland : $22.60 - $26.70Massachusetts : $23.70 - $28.00New Jersey : $23.70 - $28.00New York : $23.70 - $28.00Ohio : $20.20 - $23.90Vermont : $22.60 - $26.70Washington : $23.70 - $28.00Washington DC : $22.60 - $26.70This position is also eligible for cash bonuses and equity rewards based on applicable plans. By applying, you consent to your data being shared in accordance with Intuit and SonicJobs Privacy Policies.