Senior Tax Advisor
Not Disclosed•TemporaryOn-site
location_on1000, Masters Drive, Mansfield, Tarrant County, Texas, 76063, United States
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," combining tax expertise with an entrepreneurial spirit to help customers navigate their financial needs.
As a Tax Expert, you will serve as a trusted advisor and a proactive community ambassador. You will work on-site at a TurboTax location to grow our client base, establish long-term relationships, and drive customer loyalty. By leveraging TurboTax marketing support and software, you will foster a thriving business that benefits both you and the local community.
Work location
Work model: On-site
1000, Masters Drive, Mansfield, Tarrant County, Texas, 76063, United States
Mansfield, 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_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 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
Similar Job Opportunities
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 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
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 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 1000, Masters Drive, Mansfield, Tarrant County, Texas, 76063, 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.