Intuit · 2 months ago
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
Round Rock, TX
Full-time
Onsite
Entry Level
$23.70/hr - $28/hr
2+ years expIntuit is seeking highly motivated individuals to join their dynamic team as TurboTax Live Seasonal Local Service Associates. In this role, you will provide tax expertise and support to customers, helping them navigate their tax needs and ensuring a positive financial outcome.
AccountingFinancial ServicesFinTechPaaSSoftware
Responsibilities
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
Qualification
Required
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
Experience in holistic tax advisory services beyond tax filing
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
Must reside within the United States
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
Preferred
Bilingual (English/Spanish) communication skills are a plus
Benefits
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
Marketing support
Company
Intuit
Intuit provides financial software solutions to empower individuals and businesses.
10001+ employees
H1B Sponsorship
Intuit has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (693)
2024 (550)
2023 (586)
2022 (842)
2021 (773)
2020 (514)
Funding
Current Stage
Public CompanyTotal Funding
$8.52BKey Investors
JP Morgan Chase
2025-01-31Post Ipo Debt· $4.5B
2023-09-12Post Ipo Debt· $4B
2011-01-19Post Ipo Equity· $6.7M
Leadership Team
Sasan Goodarzi
Chief Executive Officer
Alex Balazs
Chief Technology Officer
Recent News
2026-01-09
Small Business Trends
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2026-01-02
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