Top 314 Tax associate Jobs in Lake Forest Ca

Seasonal Tax Associate – Retail
Intuit —Lake Forest, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
7d
Seasonal Tax Associate - In-Store
Intuit —Lake Forest, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
7d
Tax Associate - TurboTax Store
Intuit —Mission Viejo, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
7d
Tax Support Associate – Retail
Intuit —Lake Forest, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
7d
Tax Associate - TurboTax Store
Intuit —Lake Forest, CA
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
7d
Associate Tax Accountant
Sungrow USA Corporation —Costa Mesa, CA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Research
- Mid-level
Quick Apply
Senior Tax Associate (California)
Mercer Advisors —Newport Beach, CA
- $90,000 - $105,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Data analysis skills
- Research
- Paid parental leave
- Health savings account
Quick Apply
Senior Associate - Tax Services
ASPIRIANT LLC —Irvine, CA
- $85,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Writing skills
- Health insurance
- 401(k) matching
Quick Apply
ESTATE & TAX PLANNING ASSOCIATE
Frost Brown Todd LLP —Newport Beach, CA
- Entry level
SALT Income Franchise- Tax Experienced Associate
Baker Tilly Advisory Group, LP —Irvine, CA
- $78,000 - $100,950 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Tax Senior Associate
Aldrich CPAs & Advisors LLP —Brea, CA
- $90,000 - $115,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
- Profit sharing
- Paid parental leave
Quick Apply
Experienced Associate - Private Accounting Solutions
Andersen —Costa Mesa, CA
- $82,000 - $90,000 a year
- Research
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Tax Preparer Associate
TaxRise —Irvine, CA
- $24 - $26 an hour
- Full-time
- Background check
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
8d
Senior Tax Associate
JLK Rosenberger LLP —Irvine, CA
- Overtime
- Management
- CPA
- Writing skills
- Profit sharing
- Health insurance
Quick Apply
Bookkeeper - Part-time
EPIC Brokers —Newport Beach, CA
- $25 - $30 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- Associate's degree
- Tuition reimbursement
- Employee assistance program
Quick Apply
Tax Associate
Talnt —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- CPA
- Research
- Mid-level
Quick Apply
Accounting Associate
CTR America —Irvine, CA
- $55,000 - $65,000 a year
- Full-time
- Computer literacy
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Finance & Accounting Associate
TERMINAX —Irvine, CA
- $20 - $28 an hour
- Full-time
- No background check
- English
- Research
- Health insurance
- Dental insurance
Quick Apply
3d
Pre-Season Tax Professional
H&R Block —Fountain Valley, CA
- $16.90 - $80.00 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development
- Health insurance
- Employee assistance program
Accounting Clerk - Accounts Payable/ Accounts Receivable
Apex Team LLC —Irvine, CA
- $22 - $34 an hour
- Full-time
- Word processing
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply

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tax associate jobs near lake forest ca

Seasonal Tax Associate – Retail

Intuit -
Lake Forest, CA

Apply Now

Job Details

Part-time | Seasonal
$24.50 - $28.50 an hour
7 days ago

Qualifications

State tax return preparation
Tax preparation software
Video conferences (communication methods)

Full Job Description

Overview

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. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Apply Now

Refine Your Search

tax associate jobs in lake forest ca

Seasonal Tax Associate – Retail

Seasonal Tax Associate - In-Store

Tax Associate - TurboTax Store

Tax Support Associate – Retail

Tax Associate - TurboTax Store

Associate Tax Accountant

Senior Tax Associate (California)

Senior Associate - Tax Services

ESTATE & TAX PLANNING ASSOCIATE

SALT Income Franchise- Tax Experienced Associate

Tax Senior Associate

Experienced Associate - Private Accounting Solutions

Tax Preparer Associate

Senior Tax Associate

Bookkeeper - Part-time

Tax Associate

Accounting Associate

Finance & Accounting Associate

Pre-Season Tax Professional

Accounting Clerk - Accounts Payable/ Accounts Receivable

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