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  1. Home
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  5. Senior Tax Advisor
Intuit logo

Senior Tax Advisor

Not Disclosed•TemporaryOn-site

location_on5612, SMU Boulevard, University Crossing PID, Dallas, Dallas County, Texas, 75275, 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 a Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World."

In this role, you will work on-site at a TurboTax location, playing a key part in growing TurboTax's client base within the local community. You will leverage TurboTax marketing support and software to build a thriving business that fosters prosperity for both you and your community. Your ability to connect with people on a personal level is critical to alleviating the stress many feel when tackling their taxes, turning one-time transactions into loyal, multi-year relationships.

About the Role

As a Tax Expert – Retail On-Site, you will be a proactive community ambassador and the public face of TurboTax in your local area. You will engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. You will lead local events, participate in marketing initiatives, and make the topic of taxes accessible and approachable for everyone.

You will provide full-service tax return preparation, tax advice, calculations, and software support for customers both in-person and virtually. Using Intuit's state-of-the-art video communication tools, you will facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, and maximize refunds. Your goal is to create an exceptional customer experience through professionalism and a genuine interest in helping clients achieve their financial goals, such as saving for retirement, college funds, or vacations.

This is a seasonal, nonexempt position requiring onsite presence at a TurboTax location in the United States. You will work in a collaborative team setting, adapting to a constantly evolving environment while maintaining a culture of continuous improvement.

Hiring Process and Application

To apply, please submit your resume and relevant credentials. Candidates must possess an active, unrestricted credential (EA, CPA, or Practicing Attorney) and an active Preparer Tax Identification Number (PTIN). We are looking for individuals who are passionate about empowering customers and building Intuit's presence in their local community.

Equal Opportunity and Culture

Intuit is committed to creating a diverse and inclusive environment. We consider qualified applicants regardless of background. We value a culture of feedback and continuous improvement, where team members treat each other with respect. We are particularly interested in candidates who are adaptable, self-driven, and excited to build a local and online social presence as a TurboTax associate.

Note: Bilingual (English/Spanish) communication skills are a plus.

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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 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 5612, SMU Boulevard, University Crossing PID, Dallas, Dallas County, Texas, 75275, 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

5612, SMU Boulevard, University Crossing PID, Dallas, Dallas County, Texas, 75275, United States

Dallas, 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, 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
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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