Tax Expert and Local Growth Advocate

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

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on TurboTax products

Free TurboTax copy

Job summary

Intuit, Inc. is seeking year-round TurboTax Local Service Experts to work on-site at a TurboTax location in the United States.

You will provide hands-on tax preparation and personalized advice, collaborating with specialists across business tax, bookkeeping, payroll, and advisory services to deliver a seamless client experience. As a trusted local advisor, you’ll grow TurboTax’s client base through community outreach, in-person events, and online engagement, while helping clients optimize their

Qualifications

• EA/CPA or practicing attorney with strong tax preparation experience.
• Active PTIN required to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax prep software.
• Willing to upskill into additional service types or more complex work areas with training.
• Must be onsite during 8:00 AM–5:00 PM local time, Mon-Fri, for at least 20 hours per week.
• Must complete all required training and development as determined by the business.
• Must wear Intuit uniforms and be comfortable with advertising using your name/picture.
• 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.
• Grow local TurboTax client base and build relationships within the community.
• Connect clients with Intuit solutions like bookkeeping, payroll, and financial planning.
• Deliver a best-in-class customer experience across in-person and virtual meetings.

Skills

Tax prep experience

Onsite advisor

Client relationship building

English/Spanish bilingual (plus)

Tools

Tax software

Job description

Intuit, Inc. is seeking year-round TurboTax Local Service Experts to work on-site at a TurboTax location in the United States.

You will provide hands-on tax preparation and personalized advice, collaborating with specialists across business tax, bookkeeping, payroll, and advisory services to deliver a seamless client experience. As a trusted local advisor, you’ll grow TurboTax’s client base through community outreach, in-person events, and online engagement, while helping clients optimize their