TurboTax Local Service Advocate

Tax Associate Job DescriptionRemember to check your CV before applying Also, ensure you read through all the requirements related to this role.This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.As a Tax Associate, 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.You will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. We will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.Key Responsibilities:Provide tax expertise 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.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 and embody a

Created: 2025-10-01