Senior Tax Advisor
Not Disclosed•TemporaryOn-site
location_on4337, Seeley Avenue, Downers Grove, DuPage County, Illinois, 60515, 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" by helping customers navigate their tax needs and achieve positive financial outcomes. As a Tax Expert, you will combine tax expertise with an entrepreneurial spirit to serve as a trusted advisor in your local community.
In this unique seasonal opportunity, you will work on-site at a TurboTax location across the United States. Your primary focus is to grow TurboTax's client base by establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to build a thriving business that fosters prosperity for both yourself and the community you serve.
Work location
Work model: On-site
4337, Seeley Avenue, Downers Grove, DuPage County, Illinois, 60515, United States
Downers Grove, Illinois
Key Responsibilities
- check_circleEngage with new 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_circleProvide full-service tax return preparation for simple to complex personal and business situations
- check_circleCreate an exceptional customer experience through in-person and virtual interactions
- check_circleBuild long-term client relationships by connecting on a personal level and addressing tax challenges
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
Similar Job Opportunities
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 new 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 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 4337, Seeley Avenue, Downers Grove, DuPage County, Illinois, 60515, 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.