Onsite Tax Expert & Local Growth Advocate

Intuit, Inc.; Belcamp (MD); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

TurboTax free copy

Marketing collaboration opportunities

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice, complete preparation services, and connect clients with Intuit’s broader ecosystem of bookkeeping, payroll and financial planning services. You will build local relationships and deliver end-to-end TurboTax experiences.

The role emphasizes on-site work at a TurboTax office, community engagement, and strong customer service to help clients achieve financial goals and confidence in tax decisions.

Qualifications

• : Enrolled Agent, CPA, or Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• : Active PTIN required to file taxes.
• : Minimum of 3 years of paid experience filing 30+ 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 with training provided by Intuit.
• : Must be comfortable working onsite at a TurboTax office location, primarily 8:00 AM – 5:00 PM local time, Mon–Fri, for at least 20 hours/week.
• : Must complete all required training and development as determined by the business.
• : Willing to wear Intuit uniforms and use your name/picture for advertising.
• : Interest in building a local and online social presence as a TurboTax Expert.
• : 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.
• Be a proactive community ambassador, growing local client base and participating in grassroots marketing initiatives.
• Develop deep understanding of clients' financial pictures and connect them with Intuit solutions like bookkeeping, payroll, and financial planning.
• Build relationships and turn one-time transactions into long-term client engagements.
• Deliver a best-in-class customer experience with professional service and proactive tax planning guidance.

Skills

Enrolled Agent (EA) / CPA / Attorney

PTIN active

3+ years tax filing experience

Circular 230 familiarity

Upskill in broader services

Onsite tax office work

Training and development willingness

Bilingual English/Spanish a plus

Holistic tax advisory experience

Tools

Tax preparation software

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice, complete preparation services, and connect clients with Intuit’s broader ecosystem of bookkeeping, payroll and financial planning services. You will build local relationships and deliver end-to-end TurboTax experiences.

The role emphasizes on-site work at a TurboTax office, community engagement, and strong customer service to help clients achieve financial goals and confidence in tax decisions.