Expert Financial Services Advisor

3 weeks ago


Detroit, Michigan, United States Intuit Full time

Job Summary:

Expert Financial Services Advisor needed for remote work. Estimated salary $60,000 - $80,000 per year. Provide tax advice, prepare tax returns, and utilize tax software.

About the Role:

This virtual position requires strong knowledge of tax laws, federal and state regulations, and proficiency with tax software. The ideal candidate has experience in financial services and can provide high-quality customer interactions.

Responsibilities:

  • Advise clients on tax matters and prepare tax returns
  • Utilize commercial tax software to prepare tax returns
  • Manage complex tax returns for Partnerships and S Corporations
  • Document customer interactions

Requirements:

Qualifications include:

  • 3+ years of experience in financial services
  • Strong knowledge of tax laws and regulations
  • Active EA, CPA, or Practicing Attorney credential
  • Minimum of 2 seasons of personal Tax Preparation experience

Benefits:

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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