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John Nelson profile image

John Nelson

TTLive Seasonal Manager at Intuit
Intro Book
Seasoned financial professional with 25+ years of experience in accounting, financial advisory, and consulting.
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Location
Greater Tucson Area, US
Skills
  • Cpa
  • Financial Advisory
  • Computer Consulting
  • Financial Planning
  • Investments
  • Show all
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Bio

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John Nelson is a seasoned financial professional with 25+ years of experience in accounting, financial advisory, and consulting. He holds a CPA Certificate from the University of Illinois at Urbana-Champaign and a B.S. in Business Administration from the University of Minnesota. He is also a Chartered Global Management Accountant (CGMA) certified by the AICPA. As a seasoned tax professional, John has worked with various companies, including Intuit, Smith Barney, and Downtown Computers & American Micro, Inc. He has provided financial planning, auditing, and consulting services to clients across different industries. John is also a licensed insurance agent and has experience with retirement plan consulting, financial planning, and investments.

Credentials

  • Certified Public Accountant
    State of Arizona
  • Chartered Global Management Accountant
    AICPA

Experience

  • Intuit
    • TTLive Seasonal Manager
      • Dec 2018 - Present

    • Seasonal Tax Manager
      • Sep 2018 - Present

    • TTPros Tax Advice
      • Nov 2012 - Present

      Tax Advice Agent-seasonal employment during the tax season.

  • Intuit-TurboTax
    • Remote-seasonal
    • TTPros Lead
      • Jan 2018 - Present
      • Remote-seasonal

      Supervisory;Monitor activity and provide advice and support to TTPros Tax Advice Agents.

  • Self Employed
    • Certified Public Accountant, CPA, CGMA
      • Oct 2008 - Present

      Audit, Accounting, Business and Individual Tax, Software Consultant, Business Advisor

  • Smith Barney
    • Financial Advisor
      • Jan 1990 - Jan 2008

      Retirement Plan Consultant,Financial Planning Specialist , Series 3, 7, 63, 65 and Illinois Health and Life Insurance Licensed AgentExperience Includes Advising Clients and Recommending Portfolio Allocations, Stock and Bond Investments, Commodities, Mutual Funds, Annuities/Insurance Products and ...

  • Downtown Computers & American Micro, Inc
    • APPLE/IBM DEALER-Vice President & President
      • Jan 1984 - Jan 1990

      3 Store Group60 Employees.Managed Sales and Administrative Functions

  • Clifton Gunderson CPA's
    • CERTIFIED PUBLIC ACCOUNTANT
      • Aug 1979 - Aug 1984

      Manager

  • Self Employed
    • Certified Public Accountant
      • Sep 1975 - Aug 1979
  • Wickes Furniture
    • Accounting Manager
      • Jan 1970 - Jan 1975

      Managed accounting and accounts payable departments.Part of team that expanded chain from 1 store to 22 stores nationwide.Developed accounting systems with IT department.

Education

  • 1961 - 1969
    University of Minnesota
  • 1975 - 1975
    University of Illinois at Urbana-Champaign

Suggested Services

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Industry Focus. “Financial Services”

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