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Seasonal Financial Services Advisor

beBeeTax - Fort Collins, CO

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Job Description

Job Title: Seasonal Tax AssociateFor a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.">">This is a seasonal opportunity to work as a tax associate in one of our new locations across the United States.">You will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting our mission of 'Powering Prosperity Around the World.'">As a TurboTax representative, you will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support.">">Responsibilities:">">Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.">Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.">Be proactive in building relationships with customers and cultivating a robust customer base for TurboTax.">Represent TurboTax in local events, host engaging learning events, and participate in local marketing efforts.">">Requirements:">">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.">Experience in holistic tax advisory services beyond tax filing.">">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 and marketing support.">"][

Created: 2025-10-01

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