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  1. Home
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  3. accounting & finance
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  5. Senior Tax Advisor
Intuit logo

Senior Tax Advisor

Not Disclosed•TemporaryOn-site

location_on5172, Gentling Place, North Richland Hills, Tarrant County, Texas, 76180, United States

Apply Now

About the Team

Intuit is on a mission to "Power Prosperity Around the World." Our dynamic team is dedicated to helping customers achieve positive financial outcomes by combining tax expertise with an entrepreneurial spirit and deep community engagement. We are building a network of TurboTax locations across the United States to serve as trusted local hubs for financial growth.

About the Role

As a Tax Expert – Retail On-Site, you will serve as the public face of TurboTax in your local community. This unique seasonal role goes beyond traditional tax preparation; it is about building long-term relationships and empowering customers to navigate their tax needs with confidence. You will act as a proactive community ambassador, leveraging TurboTax marketing support and software to grow the client base and foster prosperity for both yourself and the community you serve.

In this position, you will work on-site at a TurboTax location, interacting with customers both in-person and virtually. Your day will involve providing full-service tax return preparation, offering personalized tax advice, and conducting discovery sessions to uncover deductions and minimize liabilities. Whether handling simple returns or complex business income situations, your ability to connect with people on a personal level is critical to alleviating the stress often associated with tax season. You will help customers achieve their broader financial goals, such as saving for retirement or college, turning one-time transactions into loyal, multi-year relationships.

Hiring Process

To join our team, please submit your application highlighting your active credentials (EA, CPA, or Practicing Attorney) and your experience in tax preparation. We are looking for individuals who are adaptable, collaborative, and passionate about community engagement. Selected candidates will be invited to discuss their fit for our culture of continuous improvement and feedback.

Equal Opportunity

Intuit is an equal opportunity employer. We consider qualified applicants regardless of background, race, gender, or other protected characteristics. We are committed to building a diverse and inclusive workforce that reflects the communities we serve.

Work location

Work model: On-site

location_on

5172, Gentling Place, North Richland Hills, Tarrant County, Texas, 76180, United States

North Richland Hills, Texas

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Frequently asked questions about Senior Tax Advisor at Intuit

What does a Senior Tax Advisor at Intuit do?expand_more
Day-to-day, the Senior Tax Advisor at Intuit will represent turbotax locally as a community ambassador and public face; engage with prospects and convert them into long-term clients through proactive outreach; provide hands-on tax advice and prepare returns for simple to complex situations; and facilitate discovery sessions to uncover deductions and minimize tax liabilities.
What are the requirements for this Senior Tax Advisor role?expand_more
Intuit is looking for candidates who meet the following requirements: Active EA, CPA, or Practicing Attorney credential; Active Preparer Tax Identification Number (PTIN); Minimum 3 years of paid experience filing 50+ federal and state 1040 returns per season; Familiarity with Circular 230; Must reside within the United States; and Ability to obtain required State licenses, certificates, permits, or bonds.
Where is the Senior Tax Advisor role at Intuit located?expand_more
Senior Tax Advisor at Intuit is based in 5172, Gentling Place, North Richland Hills, Tarrant County, Texas, 76180, United States. This is a on-site role.
Is this Senior Tax Advisor job remote, hybrid, or on-site?expand_more
Intuit has listed this Senior Tax Advisor role as on-site.
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Key Responsibilities

  • check_circleRepresent TurboTax locally as a community ambassador and public face
  • check_circleEngage with prospects and convert them into long-term clients through proactive outreach
  • check_circleProvide hands-on tax advice and prepare returns for simple to complex situations
  • check_circleFacilitate discovery sessions to uncover deductions and minimize tax liabilities
  • check_circleAddress client inquiries and help them overcome tax-related challenges
  • check_circleLead local events and participate in marketing to make tax topics accessible
  • check_circleBuild long-term trust and loyalty by connecting with clients on a personal level
  • check_circleCreate exceptional customer experiences through in-person and virtual interactions

Requirements

  • verifiedActive EA, CPA, or Practicing Attorney credential
  • verifiedActive Preparer Tax Identification Number (PTIN)
  • verifiedMinimum 3 years of paid experience filing 50+ federal and state 1040 returns per season
  • verifiedFamiliarity with Circular 230
  • verifiedMust reside within the United States
  • verifiedAbility to obtain required State licenses, certificates, permits, or bonds

Nice to Have

Bilingual (English/Spanish) communication skills. Experience in holistic tax advisory services beyond tax filing.

Benefits & Perks

check_circleEligible for cash bonus and equity rewards
Intuit logo
Company

Intuit

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

3+ yrs (Mid Level)

Job Type

Temporary

Skills Required

EaCpaPracticing AttorneyPtinCircular 230Tax Preparation SoftwareCRMSales ToolsSpanish
How much experience is required for this Senior Tax Advisor role?expand_more
Senior Tax Advisor at Intuit typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Senior Tax Advisor role at Intuit?expand_more
Key skills for Senior Tax Advisor at Intuit include Ea; Cpa; Practicing Attorney; Ptin; Circular 230; Tax Preparation Software; CRM; and Sales Tools.
What category does the Senior Tax Advisor role belong to?expand_more
Senior Tax Advisor at Intuit is part of the accounting & finance job category on Recrutus.
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