Onsite Local Tax Advisor & Community Builder

Intuit Careers; Riverdale Park (MD); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k) with company match

E&O Insurance

Employee Stock Purchase Plan

Product discounts including free Turbo

Employee Assistance Program

Job summary

Intuit is seeking highly motivated individuals to join our TurboTax Local Service Expert team in dedicated year‑round roles at TurboTax locations across the United States. You will provide hands‑on tax advice, preparation, and software support to clients, while understanding each customer’s full financial picture and coordinating with specialists for end‑to‑end service.

You will build your local client base, foster long‑term relationships, and deliver a best‑in‑class customer experience.

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 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 to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
• Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax 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

Responsibilities

• Provide 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.
• Embod a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax.
• Own your market — identifying and pursuing prospects through targeted outreach, grass‑roots marketing initiatives, referral networks, and community partnerships.
• Organize and lead local events such as financial literacy workshops, community pop‑ups, and networking gatherings with the support of TurboTax marketing tools and resources.
• Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward.
• Build relationships through tax engagements and collaborative client meetings to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma.
• Create an exceptional customer experience, interact with clients in person and via Intuit’s video tools, and address inquiries while helping them overcome tax challenges.

Skills

Bilingual communication

Job description

Intuit is seeking highly motivated individuals to join our TurboTax Local Service Expert team in dedicated year‑round roles at TurboTax locations across the United States. You will provide hands‑on tax advice, preparation, and software support to clients, while understanding each customer’s full financial picture and coordinating with specialists for end‑to‑end service.

You will build your local client base, foster long‑term relationships, and deliver a best‑in‑class customer experience.