Onsite Tax Expert & Local Growth Advisor

Intuit Careers

Annapolis (MD)

On-site

USD 54,000 - 81,000

Full time

8 days ago

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Benefits offered by this job

401(k) match
Sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
TurboTax product discounts

Job summary

Intuit Careers seeks TurboTax Local Service Experts to work on-site at a TurboTax location across the United States. You will provide tax expertise, preparation services, and connect clients with the broader Intuit ecosystem, collaborating with specialists for comprehensive financial guidance.

This role emphasizes community outreach, local growth, and ongoing training. You will help attract new clients, build relationships, and deliver a best-in-class experience in person and via Intuit tools.

Qualifications

  • EA/CPA/Attorney with strong tax prep experience preferred.
  • Active PTIN required to file taxes.
  • Minimum 3 years of preparing 30+ federal/state returns using professional software; familiar with Circular 230.
  • Willing to upskill into bookkeeping, payroll, advisory services with training.
  • onsite work 8:00–17:00 local time, 20 hours/week minimum, training required.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, including complex scenarios.
  • Grow TurboTax client base locally through outreach, events, and partnerships.
  • Connect clients with Intuit ecosystem (bookkeeping, payroll, financial planning).
  • Deliver exceptional customer experience in-person and virtually.

Skills

Tax expertise
Community outreach
Client relationships
Bilingual English/Spanish

Education

EA/CPA/Attorney

Tools

Tax software

Job description

Intuit Careers seeks TurboTax Local Service Experts to work on-site at a TurboTax location across the United States. You will provide tax expertise, preparation services, and connect clients with the broader Intuit ecosystem, collaborating with specialists for comprehensive financial guidance.

This role emphasizes community outreach, local growth, and ongoing training. You will help attract new clients, build relationships, and deliver a best-in-class experience in person and via Intuit tools.

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