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Insurance Defense Trial Attorney (Costa Mesa)

Location US-CA-Costa Mesa Job Category Legal, Compliance, and Risk Management Position Type Regular Full Time Req ID 44628 Overview Being good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a 1 team and do some good! Responsibilities As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. In 2024, the Leadership Council on Legal Diversity named State Farm a Top Performer and Compass Award Winner. Additionally, Fortune named State Farm one of the World’s Most Admired Companies. Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile, creative, collaborative, strategic, passionate, and communicative. James T. Shott & Associates, insurance staff counsel for State Farm Insurance Companies, is seeking Attorneys to join their expanding Costa Mesa Claim Litigation office. While every day can provide different experiences and opportunities, State Farm attorneys maintain their own caseload from inception to conclusion. The role involves case ownership, participating in litigation events, and meeting with clients. We encourage a collaborative environment where our attorneys can assist each other and have access to support staff while maintaining ownership of their files. As a result of not being billed by the hour, our attorneys have the opportunity to strategize on trial and case development as it passes through litigation. State Farm creates an environment inclusive of career development opportunities. The position is classified as a hybrid role, meaning the work arrangement calls for hours in the office and virtually. Everyone in a hybrid role is required to spend time in the office. Work arrangements could change over time based on business needs. LOCATION: 611 Anton Boulevard, Suite 900, Costa Mesa, CA 92626 Responsibilities include, but are not limited to Handles litigation and other legal assignments in accordance with guidelines established by the Law Department Prepare and summarize reports for proceedings Trial strategy and case development Attends litigation events including trials, mediations, depositions, and hearings Qualifications Previous Experience required 2-15 years of civil trial litigation and jury trial experience preferably in the practice areas of insurance defense, medical malpractice, personal injury, or workers compensation Significant criminal jury trial experience as first chair will be considered Key Skills required Jury trial, mediation, and deposition experience File ownership Knowledge of local and state discovery rules, trial procedures, and applicable substantive law commensurate with level of experience Effective written and oral communication skills Ability to work in a team setting Technology/software experience required Ability to work efficiently with cases in electronic form Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licenses and certifications Must have an active law license to practice in the state of California and a member in good standing with the State Bar of California Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. State Farm will not sponsor applicants for U.S. work opportunities Other than authorized and pro bono work, State Farm attorneys are not permitted to handle any legal business outside of State Farm and candidates must cease all outside practice and all suit involvement before joining State Farm Travel via personal or commercial transportation to job related activities is an essential function Irregular hours may be required For Los Angeles candidates: Pursuant to the Los Angeles Fair Chance Initiative for Hiring, we will consider employment qualified applicants with criminal histories For San Francisco candidates: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $129,250.00 - $180,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 24 % of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family’s health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little “You” Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! LI-MV1 PM22 Compensation details: 129250-180000 Yearly Salary PI0ddfac13a9cd-38003-40760300

  • Costa Mesa, CA

  • no content

Medical Assistant (Woodbury)

Description: Company Overview Aris Clinic is a behavioral health practice located in Woodbury, MN. Our mission is to help patients achieve healthy, stable, and productive lives. The clinic offers outpatient services including psychiatry, therapy, and intensive outpatient programming for kids and their families struggling with emotional and behavioral health issues that cause significant difficulties in their families, schools, and/or communities. Common feelings and behaviors we address: Depression Anxiety Mood Dysregulation Opposition Anger Suicidal Thinking Self-Injury Social Struggles School Avoidance Technology Addiction Our patient outcomes have afforded patients greater success in school/work, stronger and healthier relationships, the ability to function with appropriate boundaries, improved social awareness, and better coping skills in difficult situations. Requirements: We are currently recruiting for a full-time Medical Assistant supporting psychiatric prescribers. In this role you will be a key liaison between the patient and the provider responding to patient questions and communicating orders from the provider. Additional Responsibilities Include: Prepping patients by checking vital signs, guiding patients to exam rooms and providing instructions before they’re seen by Clinicians Documenting psychiatric encounters including chief complaints, diagnoses, treatment plans, orders, and medications into the Electronic Health Records (EHR) system Passing prescribed medications, transmitting electronically prescribe prescriptions, and processing refill requests Monitoring patients for safety Completing prescription prior authorizations Reviewing charts to ensure accuracy Helping to maintain efficient patient flow in a fast paced environment Gathering and verifying insurance coverage or helping process claims paperwork Cleaning or maintaining medical equipment and supplies Responding to written and verbal patient inquiries Other duties as assigned We are seeking a professional and energetic candidate with strong interpersonal and communication skills who understands the importance of patient care. The ideal candidate will be computer savvy (EHR experience preferred) and possess a basic understanding of psychiatry principles. A college degree is required with a preference for a biology, neuroscience, pre-med, psychology, or related major. Experience in a medical office, or equivalent education preferred. Prior experience in a healthcare setting a plus and this is a role that many gap year students have filled in the past while applying to medical school. PI4a0066c3dd73-38003-41039262

  • Woodbury, MN

  • no content

Medical Assistant (Hiring Immediately)

Description: Company Overview Aris Clinic is a behavioral health practice located in Woodbury, MN. Our mission is to help patients achieve healthy, stable, and productive lives. The clinic offers outpatient services including psychiatry, therapy, and intensive outpatient programming for kids and their families struggling with emotional and behavioral health issues that cause significant difficulties in their families, schools, and/or communities. Common feelings and behaviors we address: Depression Anxiety Mood Dysregulation Opposition Anger Suicidal Thinking Self-Injury Social Struggles School Avoidance Technology Addiction Our patient outcomes have afforded patients greater success in school/work, stronger and healthier relationships, the ability to function with appropriate boundaries, improved social awareness, and better coping skills in difficult situations. Requirements: We are currently recruiting for a full-time Medical Assistant supporting psychiatric prescribers. In this role you will be a key liaison between the patient and the provider responding to patient questions and communicating orders from the provider. Additional Responsibilities Include: Prepping patients by checking vital signs, guiding patients to exam rooms and providing instructions before they’re seen by Clinicians Documenting psychiatric encounters including chief complaints, diagnoses, treatment plans, orders, and medications into the Electronic Health Records (EHR) system Passing prescribed medications, transmitting electronically prescribe prescriptions, and processing refill requests Monitoring patients for safety Completing prescription prior authorizations Reviewing charts to ensure accuracy Helping to maintain efficient patient flow in a fast paced environment Gathering and verifying insurance coverage or helping process claims paperwork Cleaning or maintaining medical equipment and supplies Responding to written and verbal patient inquiries Other duties as assigned We are seeking a professional and energetic candidate with strong interpersonal and communication skills who understands the importance of patient care. The ideal candidate will be computer savvy (EHR experience preferred) and possess a basic understanding of psychiatry principles. A college degree is required with a preference for a biology, neuroscience, pre-med, psychology, or related major. Experience in a medical office, or equivalent education preferred. Prior experience in a healthcare setting a plus and this is a role that many gap year students have filled in the past while applying to medical school. PI4a0066c3dd73-38003-41039262

  • Woodbury, MN

  • no content

RN - Med/Surg - Ochsner Baptist - Sign On Bonus! (NEW ORLEANS)

We've made a lot of progress since opening the doors in 1942, but one thing has never changed - our commitment to serve, heal, lead, educate, and innovate. We believe that every award earned, every record broken and every patient helped is because of the dedicated employees who fill our hallways. At Ochsner, whether you work with patients every day or support those who do, you are making a difference and that matters. Come make a difference at Ochsner Health and discover your future today! This job acts as a leader in the provision of patient care using the nursing process within the framework of the Nurse Practice Act, ANA Code for Nurses and Scope & Standards of Practice. Effectively delegates, directs and assists licensed and ancillary team members; assumes accountability for quality patient outcomes; exhibits sensitivity to cultural, ethnic and religious diversity in all interactions; maintains involvement in activities aimed toward the achievement of unit and the department’s strategic goals and objectives and demonstrates professional responsibility and accountability for his/her own practice and supports the company's philosophy of nursing. Education Required - Graduate of an accredited school of nursing. Preferred - Bachelor’s degree in nursing. Work Experience Required - None. Certifications Required - Current registered nurse (RN) license in state of practice. Current Basic Life Support (BLS) certification from the American Heart Association. Preferred - Certification in clinical specialty area. Knowledge Skills and Abilities (KSAs) Proficiency in using computers, software, and web-based applications. Effective verbal and written communication skills and ability to present information clearly and professionally. Strong interpersonal skills. Good organizational and time management skills and ability to be self-directed. Ability to demonstrate good judgement. Job Duties Effectively uses the nursing process in the delivery of patient care. Assesses learning needs and implements teaching strategies appropriate for the diverse needs of the patient, family and other groups or disciplines. Communicates, delegates, and manages nursing team resources (human and fiscal) properly and serves as a leader and partner on the interdisciplinary team. Uses data, information, and knowledge to evaluate and promote change in order to achieve optimal outcomes. Embraces concepts and behaviors that enhance customer satisfaction and employee morale and improvement in the profession of nursing. Adapts behavior to the specific patient population, including but not limited to respect for privacy, method of introduction to the patient, adapting explanation of services or procedures to be performed, requesting permissions and communication style. Performs other related duties as required. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Remains knowledgeable on current federal, state and local laws, accreditation standards or regulatory agency requirements that apply to the assigned area of responsibility and ensures compliance with all such laws, regulations and standards. This employer maintains and complies with its Compliance & Privacy Program and Standards of Conduct, including the immediate reporting of any known or suspected unethical or questionable behaviors or conduct; patient/employee safety, patient privacy, and/or other compliance-related concerns. The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Physical and Environmental Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Heavy Work - Exerting 50 to 100 pounds of force occasionally, and/or 25 to 50 pounds of force frequently, and/or 10 to 20 pounds of force constantly to move objects. (Constantly: activity or condition exists 2/3 or more of the time) to move objects. Physical demand requirements are in excess of those for Sedentary Work. Even though the weight lifted may be only a negligible amount, a job should be rated Light Work: (1) when it requires walking or standing to a significant degree; or (2) when it requires sitting most of the time but entails pushing and/or pulling of arm or leg controls; and/or (3) when the job requires working at a production rate pace entailing the constant pushing and/or pulling of materials even though the weight of those materials is negligible. NOTE: The constant stress and strain of maintaining a production rate pace, especially in an industrial setting, can be and is physically demanding of a worker even though the amount of force exerted is negligible. Duties performed routinely require exposure to blood, body fluid and tissue. The incumbent works in a patient care area; works in an area where patients enter; works directly with patients; and/or works with specimens that could contain communicable diseases. There may be an occupational risk for exposure to communicable diseases. Because the incumbent works within a healthcare setting, there may be occupational risk for exposure to hazardous medications or hazardous waste within the environment through receipt, transport, storage, preparation, dispensing, administration, cleaning and/or disposal of contaminated waste. The risk level of exposure may increase depending on the essential job duties of the role. Are you ready to make a difference? Apply Today! Ochsner Health does not consider an individual an applicant until they have formally applied to the open position on this careers website. Please refer to the job description to determine whether the position you are interested in is remote or on-site. Individuals who reside in and will work from the following areas are not eligible for remote work position: Colorado, California, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New York, Vermont, Washington, and Washington D.C. Ochsner Health endeavors to make our site accessible to all users. If you would like to contact us regarding the accessibility of our website, or if you need an accommodation to complete the application process, please contact our HR Employee Solution Center at 504-842-4748 (select option 1) or [email protected] . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. Ochsner is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any legally protected class, including protected veterans and individuals with disabilities.

  • New Orleans, LA

  • no content

Experienced Tax Professional - Retail

Overview Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store 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 Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve 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. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: * Be a Proactive Community Ambassador * Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. * Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. * Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. * 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. * Deliver a Best in Class Customer Experience * Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). * Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. * 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. Key Qualifications: * Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds * Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . * Interest in building a local and online social presence as a Tax Expert, 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 * Must be willing to wear a TurboTax uniform * Must be willing to work in a front facing retail environment Attributes and 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 Expert 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: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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. xaygatp To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • The Gap, IL

  • no content

Licensed Tax Accountant - In-Store

Overview Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store 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 Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve 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. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: * Be a Proactive Community Ambassador * Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. * Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. * Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. * 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. * Deliver a Best in Class Customer Experience * Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). * Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. * 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. Key Qualifications: * Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds * Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . * Interest in building a local and online social presence as a Tax Expert, 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 * Must be willing to wear a TurboTax uniform * Must be willing to work in a front facing retail environment Attributes and 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 Expert 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: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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. xaygatp To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Evanston, IL

  • no content

Tax Preparer - In-Store

Overview Please make sure you read the following details carefully before making any applications. Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store 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 Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve 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. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: * Be a Proactive Community Ambassador * Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. * Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. * Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. * 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. * Deliver a Best in Class Customer Experience * Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). * Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. * 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. Key Qualifications: * Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds * Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . * Interest in building a local and online social presence as a Tax 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 * Must be willing to wear a TurboTax uniform * Must be willing to work in a front facing retail environment Attributes and 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 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: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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. xaygatp To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Camarillo, CA

  • no content

Tax Professional - Retail

Overview Please make sure you read the following details carefully before making any applications. Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store 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 Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve 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. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: * Be a Proactive Community Ambassador * Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. * Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. * Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. * 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. * Deliver a Best in Class Customer Experience * Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). * Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. * 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. Key Qualifications: * Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds * Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . * Interest in building a local and online social presence as a Tax 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 * Must be willing to wear a TurboTax uniform * Must be willing to work in a front facing retail environment Attributes and 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 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: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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. xaygatp To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Brooklyn, NY

  • no content

Tax Support Associate - Retail

Overview Please make sure you read the following details carefully before making any applications. Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store 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 Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve 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. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: * Be a Proactive Community Ambassador * Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. * Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. * Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. * 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. * Deliver a Best in Class Customer Experience * Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). * Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. * 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. Key Qualifications: * Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds * Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . * Interest in building a local and online social presence as a Tax 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 * Must be willing to wear a TurboTax uniform * Must be willing to work in a front facing retail environment Attributes and 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 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: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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. xaygatp To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Flower Mound, TX

  • no content

Tax Associate - TurboTax Store

Overview Please make sure you read the following details carefully before making any applications. Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store 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 Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve 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. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: * Be a Proactive Community Ambassador * Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. * Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. * Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. * 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. * Deliver a Best in Class Customer Experience * Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). * Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. * 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. Key Qualifications: * Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds * Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . * Interest in building a local and online social presence as a Tax 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 * Must be willing to wear a TurboTax uniform * Must be willing to work in a front facing retail environment Attributes and 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 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: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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. xaygatp To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Flushing, NY

  • no content

Tax Expert - TurboTax Store

Overview Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store 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 Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve 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. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: * Be a Proactive Community Ambassador * Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. * Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. * Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. * 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. * Deliver a Best in Class Customer Experience * Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). * Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. * 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. Key Qualifications: * Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds * Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . * Interest in building a local and online social presence as a Tax Expert, 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 * Must be willing to wear a TurboTax uniform * Must be willing to work in a front facing retail environment Attributes and 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 Expert 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: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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. xaygatp To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Fullerton, CA

  • no content

Tax Professional - Retail

Overview Please make sure you read the following details carefully before making any applications. Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store 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 Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve 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. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: * Be a Proactive Community Ambassador * Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. * Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. * Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. * 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. * Deliver a Best in Class Customer Experience * Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). * Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. * 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. Key Qualifications: * Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. * Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. * Must possess or be able to obtain any related State licenses, certificates, permits, or bonds * Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. * Familiarity with Circular 230 * Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . * Interest in building a local and online social presence as a Tax 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 * Must be willing to wear a TurboTax uniform * Must be willing to work in a front facing retail environment Attributes and 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 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: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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. xaygatp To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Buckingham, TX

  • no content