Plano-based ProConnect Group, one of Intuit’s reportable segments, serves professional accountants in the United States and Canada. Intuit’s professional tax offerings include Lacerte, ProSeries, and ProConnect Tax Online.
Jorge Olavarrieta currently serves as the Vice President of Product Management and Design for Intuit’s ProConnect Group, a division of Intuit that develops products and services for tax and accounting professionals. His background in engineering, accounting, and finance, his passion for the profession, and his nearly 30 years of experience in the tax software industry has enabled him to lead the development of innovations to help tax and accounting professionals succeed.
Olavarrieta started his career at Lacerte Software, which was eventually acquired by Intuit, the well-known global technology platform powering prosperity to more than 100 million customers worldwide with TurboTax, QuickBooks, Mint, Credit Karma, and Mailchimp.
As a leader in the fintech space, Olavarrieta has helped create a strong culture of customer obsession within his organization. This passion for the customer has enabled Intuit to deliver solutions for the challenges the professionals face today, while also helping to build solutions for their evolving needs.
“Tax and accounting firms are undergoing a generational transition — a change of focus from predominately offering compliance services, to a shift toward playing a bigger role advising their clients,” Olavarrieta said. “The advice of an expert need not be reserved only to high wealth individuals, and our aim is to democratize tax advice in service to helping more hard-working taxpayers achieve their goals.”
To enable that transition, the ProConnect team has recently released a new product, Intuit Tax Advisor. This new product aims to automate the identification of tax strategies that will help the professional provide deeper insights and better financial outcomes for their clients, helping transition the professional from being compliance-focused to becoming more advisory-driven.
Beyond helping professionals and their clients prosper, Olavarrieta, who was born in Punta Arenas, Chile, is a champion of diversity, equity, and inclusion (DEI), and Intuit’s commitment to DEI is explicit in its Stronger Together value.
“The workforce must reflect the communities in which we live and the professionals we serve,” Olavarrieta said. “We are providing resources to help the underrepresented succeed and partnering with professional associations to identify and attract diverse talent within our organization and within the tax and accounting profession. Intuit is committed to building and recruiting talent in the Dallas Region and beyond, so we can all thrive in this high-tech environment.”
Intuit’s Racial Equity Advancement Leadership Team (REAL) helps to achieve these goals.
Intuit’s REAL Team addresses racial equity and is composed of underrepresented minority employees and supported by executive sponsors like Olavarrieta across a diverse cross-section of the company. Together, each team member advocates for change that improves the employee experience and builds a more inclusive workplace.
Intuit knows more progress can made when talent from underrepresented minority groups is in the room.