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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_on380, Columbia Street, Naperville, DuPage County, Illinois, 60563, United States

Apply Now

About the Team and Mission

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site. This role is central to our mission of "Powering Prosperity Around the World" by helping customers navigate their tax needs and achieve positive financial outcomes. As a seasonal partner in our new TurboTax locations across the United States, you will combine tax expertise with an entrepreneurial spirit to foster community engagement and grow our client base locally.

About the Role

As a Tax Expert – Retail On-Site, you will serve as the public face of TurboTax in your community. This unique opportunity allows you to build a thriving business by establishing long-term relationships and driving customer loyalty. You will act as a trusted advisor, empowering customers to overcome the complexities of taxation through personalized support.

Your day-to-day involves serving customers both in-person and virtually using Intuit's state-of-the-art video communication tools. You will leverage your tax expertise to provide full-service tax return preparation, advice, and software support for simple to complex situations. Beyond filing, you will facilitate discovery sessions to uncover deductions, minimize liabilities, and offer future tax planning advice. Your ability to connect with people on a personal level is critical to alleviating the stress many feel when tackling their taxes.

You will also act as a proactive community ambassador, leading local events and participating in marketing initiatives to make tax topics accessible and approachable. By creating accessible tax-related content and resources, you will help build Intuit's presence in your local area while growing your own customer portfolio.

Hiring Process and Application

To join our team, you must possess an active, unrestricted credential as an EA, CPA, or Practicing Attorney, along with an active Preparer Tax Identification Number (PTIN). Candidates should have a minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per season. We are looking for individuals who are adaptable, thrive in collaborative environments, and are committed to continuous improvement.

This is a nonexempt, seasonal position requiring onsite presence at a TurboTax location. The role offers a flexible schedule of 25–34 hours per week, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Bilingual (English/Spanish) skills and experience in holistic tax advisory services are highly valued.

Culture and Diversity

Intuit values a culture of feedback and continuous improvement. We seek individuals who treat co-workers with respect and are comfortable navigating an ever-changing, sometimes ambiguous work environment. We are committed to building a diverse workforce and consider qualified applicants regardless of background. Our goal is to create an environment where you can showcase your expertise in local and national marketing efforts while contributing to a community-focused mission.

Compensation and Benefits

Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. This position is eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity, Intuit conducts regular comparisons across categories of ethnicity and gender.

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Frequently asked questions about Senior Tax Advisor at Intuit

What does a Senior Tax Advisor at Intuit do?expand_more
A Senior Tax Advisor at Intuit is responsible for the following: Engage with prospects and convert them into long-term clients through proactive outreach; Facilitate discovery sessions to uncover deductions and minimize tax liabilities; Represent TurboTax locally as a community ambassador and public face of the brand; and Lead local events and participate in marketing to make tax topics accessible.
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 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 380, Columbia Street, Naperville, DuPage County, Illinois, 60563, 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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Work location

Work model: On-site

location_on

380, Columbia Street, Naperville, DuPage County, Illinois, 60563, United States

Naperville, Illinois

Key Responsibilities

  • check_circleEngage with prospects and convert them into long-term clients through proactive outreach
  • check_circleFacilitate discovery sessions to uncover deductions and minimize tax liabilities
  • check_circleRepresent TurboTax locally as a community ambassador and public face of the brand
  • 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_circleProvide full-service tax return preparation for simple to complex situations
  • check_circleCreate an exceptional customer experience through in-person and virtual interactions

Requirements

  • verifiedActive EA, CPA, or Practicing Attorney credential
  • verifiedActive Preparer Tax Identification Number (PTIN)
  • verifiedMinimum 3 years 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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