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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_on909, East Magnolia Avenue, Fort Worth, Tarrant County, Texas, 76104, 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," 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 across the United States, playing a key role in growing our client base within the local community. By leveraging TurboTax marketing support and software, you will build a thriving business that fosters prosperity for both yourself and the community you serve.

About the Role

This unique opportunity blends professional tax preparation with community engagement. You will serve customers both in-person and virtually, using Intuit TurboTax products to provide full-service tax return preparation, tax advice, calculations, and software support. Your ability to connect with people on a personal level is critical to alleviating the stress many feel when tackling their taxes.

In this role, you will go beyond simple filing to facilitate discovery sessions and tax reviews. You will uncover deductions, minimize tax liabilities, and provide future tax planning advice, helping clients achieve long-term financial goals such as saving for retirement, college funds, or vacations. Your goal is to turn one-time transactions into loyal, multi-year relationships through professionalism and genuine interest.

Hiring Process and Application

To apply, please submit your resume and credentials through the Intuit Careers portal. We are looking for candidates who are adaptable, collaborative, and passionate about empowering customers. The interview process will assess your tax expertise, customer service skills, and fit within our culture of continuous improvement.

This is a seasonal, nonexempt position requiring onsite presence at a TurboTax location. Candidates must be available for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.

Culture and Equal Opportunity

Intuit values a culture of feedback and continuous improvement. We seek individuals who are adaptable to a constantly evolving environment and who treat colleagues with respect. We are committed to building a diverse workforce and consider qualified applicants regardless of background.

Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. We conduct regular comparisons across categories of ethnicity and gender to drive ongoing pay equity. This position is eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.

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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 engage with new prospects and convert them into long-term clients through proactive outreach; provide hands-on tax advice and prepare returns for simple to complex situations; facilitate discovery sessions to uncover deductions and minimize tax liabilities; and address client inquiries and help them overcome tax-related challenges.
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 909, East Magnolia Avenue, Fort Worth, Tarrant County, Texas, 76104, 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

909, East Magnolia Avenue, Fort Worth, Tarrant County, Texas, 76104, United States

Fort Worth, Texas

Key Responsibilities

  • check_circleEngage with new 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_circleCreate accessible tax-related content and resources for the local community
  • 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_circleCreate an exceptional customer experience through professional 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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