Onsite Tax Advisor & Local Growth Champion

Intuit, Inc.; Columbia (MD); Presencial; USD 36.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company matching

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

TurboTax product discounts

Marketing support

Descripción de la vacante

Intuit, Inc. is seeking TurboTax - Local Service Experts to provide tax preparation and advisory services at on-site TurboTax locations across the United States.

You will work with a team of financial experts to deliver end-to-end client experiences, from simple W-2 filings to complex business scenarios, while growing the local client base and building community relationships. The role emphasizes in-person and virtual client support, a strong understanding of tax laws, and collaboration with

Formación

• Active PTIN required to file taxes.
• 3+ years filing 30+ federal/state returns.
• Enrolled Agent, CPA, or attorney preferred.
• Willing to upskill into advisory services with training.

Responsabilidades

• Provide hands-on tax advice and complete preparation for TurboTax clients, personal and business.
• Grow local client base through outreach and partnerships.
• Connect clients to bookkeeping, payroll, and financial planning services.
• Deliver best-in-class customer experience in-person and via video tools.
• Collaborate with specialists to deliver end-to-end Intuit services.

Conocimientos

EA/CPA/Attorney

PTIN active

Tax return filing

Circular 230 familiarity

Upskill in advisory

Bilingual English/Spanish

Tax software CRM

Herramientas

Tax software

CRM tools

Descripción del empleo

Intuit, Inc. is seeking TurboTax - Local Service Experts to provide tax preparation and advisory services at on-site TurboTax locations across the United States.

You will work with a team of financial experts to deliver end-to-end client experiences, from simple W-2 filings to complex business scenarios, while growing the local client base and building community relationships. The role emphasizes in-person and virtual client support, a strong understanding of tax laws, and collaboration with