What does a Senior Tax Advisor at Intuit do?

In this Senior Tax Advisor at Intuit role, you will engage prospects and convert leads 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?

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; Familiarity with Circular 230; Must reside within the United States; and Ability to obtain required State licenses, certificates, permits, or bonds.

Is this Senior Tax Advisor job remote, hybrid, or on-site?

Intuit has listed this Senior Tax Advisor role as on-site.

How much experience is required for this Senior Tax Advisor role?

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?

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?

Senior Tax Advisor at Intuit is part of the accounting & finance job category on Recrutus.

Senior Tax Advisor — Chicago, IL at Intuit

About the Team

Intuit is dedicated to powering prosperity around the world. Our mission is to help people and businesses thrive by providing innovative financial solutions. As part of our dynamic team, we are expanding our physical footprint to bring tax expertise directly into communities across the United States.

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 opportunity blends deep tax expertise with an entrepreneurial spirit, allowing you to build a thriving business while empowering customers to achieve positive financial outcomes.

You will act as a trusted advisor, guiding customers through the complexities of their tax needs with a personal touch. Whether serving customers in-person or virtually, your goal is to alleviate the stress often associated with tax season. You will leverage TurboTax marketing support and software to grow our client base, turning one-time transactions into long-term, loyal relationships.

In this role, you will not only prepare tax returns but also provide holistic tax advice, uncover deductions, and offer future planning strategies. You will be a proactive community ambassador, leading local events and making tax topics accessible and approachable for everyone.

Hiring Process

We are looking for individuals who are passionate about their community and eager to make a difference. If you possess the required credentials and experience, we invite you to apply to join our seasonal team. Please note that this is a nonexempt, onsite role requiring availability during peak tax seasons, including evenings and weekends.

Equal Opportunity

Intuit is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We strive to create an environment where everyone can thrive.

Work location

Work model: On-site

Monroe Harbor, 400, East Monroe Street, Jewelers Row, Loop, Chicago, South Chicago Township, Cook County, Illinois, 60603, United States

Chicago, Illinois

Key Responsibilities

check_circleEngage prospects and convert leads 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 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
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

Senior Tax Advisor