TurboTax Local Service Expert and Community Tax Advisor

Intuit

Belcamp (MD)

On-site

USD 54,000 - 81,000

Full time

10 days ago

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Benefits offered by this job

401(k) matching
Discounts on Intuit products
Stock Purchase Plan
E&O Insurance

Job summary

Intuit is seeking TurboTax - Local Service Experts to work onsite at a TurboTax location in the United States. You will provide hands-on tax preparation, expert advice, and software support for individuals and businesses, coordinating with a broad team of specialists to deliver end-to-end service.

You will grow the local client base, engage with the community, and leverage Intuit resources to expand offerings across bookkeeping, payroll, and financial planning, ensuring a trusted, long-term

Qualifications

  • Active PTIN required by law to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season.
  • Willing to upskill into bookkeeping, payroll, or advisory services with training provided.
  • Onsite presence 20 hours/week at a TurboTax office, Mon–Fri 8:00 AM–5:00 PM.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients across personal and business income, deductions and amendments.
  • Facilitate discovery sessions and tax reviews to maximize refunds and plan future tax strategies.
  • Grow the local TurboTax client base through outreach, events, and community partnerships.
  • Collaborate with the Intuit ecosystem to connect clients to bookkeeping, payroll, and financial planning services.
  • Deliver an exceptional customer experience in-person and via TurboTax tools.

Skills

EA
CPA
Practicing Attorney

Tools

Tax software
CRM tools

Job description

Intuit is seeking TurboTax - Local Service Experts to work onsite at a TurboTax location in the United States. You will provide hands-on tax preparation, expert advice, and software support for individuals and businesses, coordinating with a broad team of specialists to deliver end-to-end service.

You will grow the local client base, engage with the community, and leverage Intuit resources to expand offerings across bookkeeping, payroll, and financial planning, ensuring a trusted, long-term

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