Financial Services Professional

3 days ago


Boston, Massachusetts, United States Intuit Full time
Job Opportunity:
Intuit is seeking a skilled Financial Services Professional to join our TurboTax Live Business team. As a key member of our team, you will be responsible for providing expert guidance and tax preparation services to our customers. You will work closely with our customers to understand their financial needs and provide tailored solutions to meet those needs.

About the Role:
As a Financial Services Professional, you will have the opportunity to work in a fast-paced environment, using your extensive knowledge and expertise in financial services to deliver high-quality customer interactions and experiences. You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to customers.

Responsibilities:
* Provide expert guidance and tax preparation services to customers
* Manage complex business tax returns for Partnerships and S Corporations
* Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to customers
* Document customer interactions and continuously work towards meeting company key performance metrics and Big Bet Goals

Requirements:
* 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation
* EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney designation
* Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred

What We Offer:
* Competitive salary of $85,000 per year
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

How to Apply:
If you are a motivated and experienced Financial Services Professional looking for a new challenge, please apply now

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