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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_on228, West Phillips Court, Grand Prairie, Dallas County, Texas, 75051, 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 a unique opportunity that combines tax expertise, an entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As part of this initiative, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. Your work directly supports Intuit's mission of "Powering Prosperity Around the World" by empowering customers to achieve positive financial outcomes.

In this seasonal, on-site position, you will serve as a proactive community ambassador and the public face of TurboTax. You will leverage TurboTax marketing support and software to build a thriving business that fosters prosperity for both yourself and your community. Whether serving customers in-person or virtually, you will act as a trusted advisor, connecting with people on a personal level to alleviate the stress often associated with tax preparation.

About the Role

As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor. You will provide full-service tax return preparation, tax advice, calculations, and software/product support for simple to complex tax situations, including personal and business income, deductions optimization, and amendments. Your ability to demonstrate an understanding of each customer's unique situation is critical to building the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.

Beyond technical preparation, you will facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, and maximize refunds. You will also engage in local marketing efforts, lead local events, and create accessible tax-related content to make the topic of taxes approachable for your community. This role requires an entrepreneurial mindset to grow your customer portfolio through targeted outreach, networking, and themed marketing events.

Hiring Process and Application

To apply, please submit your resume and credentials through the Intuit Careers portal. Candidates must possess an active, unrestricted credential (EA, CPA, or Practicing Attorney) and a valid Preparer Tax Identification Number (PTIN). We look for individuals who are adaptable, collaborative, and passionate about empowering customers. Bilingual (English/Spanish) communication skills are a plus.

Equal Opportunity and Culture

Intuit is an equal opportunity employer and is committed to building a diverse and inclusive workforce. We consider qualified applicants regardless of background, race, gender, age, religion, disability, or veteran status. We value a culture of feedback and continuous improvement, encouraging all team members to actively solicit and respond to feedback. We are committed to driving ongoing pay equity and conduct regular comparisons across categories of ethnicity and gender to ensure fair compensation practices.

Work location

Work model: On-site

location_on

228, West Phillips Court, Grand Prairie, Dallas County, Texas, 75051, United States

Grand Prairie, Texas

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_circleAddress client inquiries and help them overcome tax-related challenges
  • 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 client relationships by connecting on a personal level
  • check_circleProvide full-service tax return preparation for simple to complex situations
  • 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 tax 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, equity rewards, and benefits in accordance with applicable plans and programs
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

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Frequently asked questions about Senior Tax Advisor at Intuit

What does a Senior Tax Advisor at Intuit do?expand_more
In this Senior Tax Advisor at Intuit role, you will engage with prospects and convert them into long-term clients through proactive outreach; facilitate discovery sessions to uncover deductions and minimize tax liabilities; address client inquiries and help them overcome tax-related challenges; and represent turbotax locally as a community ambassador and public face of the brand.
What are the requirements for this Senior Tax Advisor role?expand_more
To qualify for the Senior Tax Advisor at Intuit position, applicants should have: 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 tax 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 228, West Phillips Court, Grand Prairie, Dallas County, Texas, 75051, 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.
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.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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