Seasonal Financial Advisor

5 days ago


Highland Park, Texas, United States Intuit Full time

Job Overview: We are seeking a seasoned Financial Advisor to join our team at Intuit. As a key member of our financial services team, you will be responsible for providing expert guidance and financial advice to our customers. This is a remote role that requires strong communication skills and the ability to work independently.

About the Role:

  • Prepare and file federal and state business tax returns (1065 and/or 1120-S)
  • Manage complex business tax returns for Partnerships and S Corporations
  • Collaborate with the team to identify and implement process improvements
  • Provide expert guidance and financial advice to customers
  • Utilize commercial tax preparation software to prepare business tax returns

Requirements:

  • 2+ seasons of personal tax preparation experience
  • Bookkeeping experience with books to tax preparation
  • Experience preparing business tax returns for service industry customers
  • Active EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney credential
  • Ability to work independently and as part of a team


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