My career in tax and accounting took off at Intuit, where empathy skills are valued along with my experience.



While the coronavirus pandemic has led many companies to cut overheads or headcount, the finance and accounting job market has remained resilient. There are even indications that the demand for qualified EA, CPA and specialist accountants is on the rise.

After all, businesses around the world need an audit when the economy is growing, businesses need an audit when the economy is slowing, and people still have to do their taxes. Accounting professionals looking for their next role can take comfort in knowing that their industry is likely to be recession-proof.

As we emerge from the pandemic, we do so with respect for fundamental changes in the way businesses and individuals have operated in unprecedented times.

During times of uncertainty, cash management becomes a priority along with accurate reporting for contingency planning. For many businesses and those who manage their personal finances, this has quickly become a critical approach over the past 18 months. Risk management professionals continued to play a critical role in managing responses and collections for businesses and individuals.

As they are equipped to objectively audit businesses or advise on personal tax matters, the demand for accounting and finance positions as 2022 approaches is increasing.

More than accountants

Yet hiring managers aren’t just looking for accounting professionals with strong data analysis skills. The pandemic has changed perceptions of the way we live and communicate with our colleagues and clients.

Those who possess strong “soft skills” such as business acumen, tenacity, and emotional intelligence, to successfully collaborate with others in the implementation of new business and technology strategies, are well positioned to leverage of the last request.

Neil Balanay is one of these recruits. As a qualified CPA accountant with 18 years of industry experience, he has worked for major players in the accounting industry, including two of the Big Four firms.

Yet its current and proudest role is that of a company that has successfully weathered the changes brought by the pandemic. More so, it advantageously positioned him ready for a rapid career trajectory.

Balanay works at Intuit as a TurboTax Live Manager. Intuit is a global technology platform that helps customers overcome their biggest financial challenges.

Because Intuit is technology-driven, the company is at the forefront of the modern accounting industry that embraces change, flexibility, and personal transformation – words that are typically not associated with Big Four or conversations related to Taxation. With this approach, the company is uniquely suited to meet the needs of small and medium-sized businesses and individuals, who tend not to go for the big four for their tax preparation.

One of those tools to help welcome these customers is SmartLook, a feature of the Intuit website and app that connects directly to a TurboTax Live expert. The tool allows the client to see the TurboTax expert live via one-way video – the expert does not see the client. Instead, they see the customer’s TurboTax screen, which they annotate while talking to the customer to help them get the answers they need.

“We joke here as a company that the only constant is that there is always change,” Balanay says. “We are always trying to modify or improve our software and our processes: things are constantly changing. “

Employee satisfaction

Balanay works remotely from his home in California. Today he works full time as TurboTax Live Manager after working for Intuit for five years as a seasonal tax expert.

“Intuit appealed to me because not only can I use my CPA and keep my tax credentials, but the role allowed me the flexibility to care for my children,” Balanay said. “When I started raising a family, my goals changed. I needed to work and taking care of my family became more important to me. The flexibility allows me to adjust my work schedule to attend parent-teacher meetings, attend extracurricular sporting events, and be an involved parent.

In his role, Balanay manages a team helping them better interact with clients, teaching how to approach and research the latest tax issues and working on individual projects.s that provide learning opportunities for their team and help move the business forward.

That, he says, leads to one of the biggest differences between Intuit and the Big Four: not having to account for all of his time tied to a particular client. At Intuit, he can spend time working on projects, investigating in depth, and delivering results to completion.

Other employees have also brought pride to Intuit’s programs that help them manage their role as a home caregiver, maintain work-life balance, and take care of themselves and their families. In addition to being ranked on several lists of the best places to work and having a score of 4.5 on Glassdoor from employee reviews, Intuit was ranked 11th on Fortune 100 Best Places to Work For 2021. .just, they see their employer in times of crisis and also the impact of the company on their well-being and the community at large.

Success indices

Employee satisfaction is only half the picture of success emerging from the pandemic. As a leader in modern accounting, Intuit innovates in the way it maintains conversations and relationships with its clients.

Serving over 100 million customers worldwide with TurboTax, QuickBooks, Mint, Credit Karma and Mailchimp, the company believes that everyone should have the opportunity to prosper and is constantly working to find new, innovative ways to make this possible. At the heart of their work is the belief that While prosperity means something different to each person, finances are often the core of the life you want.

They recognize that many are also struggling with debt. Too many small businesses fail and in communities around the world people worry about financial challenges and what it means for them, their families and the people who depend on them.

Much of Balanay’s tax advisory work is with the individual, whether they are a high net worth individual, a small or medium-sized business, or someone who manages their finances. Again, unlike a Big Four business which tends to deal with corporate clients, Balanay’s conversations tend to be more intimate and personal.

“It’s really important to understand the complexity of what my client may be facing. So that means leaning in to gain a deep understanding of my client and what will help to differentiate the outcome. This is why it is very rewarding to work one-on-one with different clients.

Personalized tax and accounting process

Obviously, a career at Intuit is for those who want to develop their professional growth, learn new skills and shape their professional life according to their needs. The ethic is about creating a personalized career path to meet an individual’s needs, and positive reviews from employees around the world suggest that Intuit is rewarding both personally and professionally.

If you want on the right track to develop your career, acquire new skills and shape your professional life according to your needs, the Intuit Careers Page is a great place to watch.



Comments are closed.