Bilingual Tax Preparer - TurboTax Live | Drummondville, CA

Trafigura; Drummondville; Remote; CAD 30,000 - 60,000; Full time

Job summary

A leading financial technology platform seeks a Tax Expert. You will assist clients in completing their income tax returns, utilizing TurboTax products while providing guidance and managing inquiries. This virtual role requires strong communication skills and a commitment to customer service.

Benefits

Competitive salary based on performance

Eligible for bonuses and equity rewards

Flexible work schedule

Qualifications

• Minimum 2+ years of paid professional tax preparation experience.
• Experience utilizing professional tax software for personal tax returns.

Responsibilities

• Help clients complete tax returns using TurboTax products.
• Provide tax guidance and manage product inquiries.

Skills

Tax Expertise

Effective Communication

Complex Problem Solving

Research / Resourcefulness

Technical Acumen

Job description

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

What you'll bring

• As a Tax Expert, you have a minimum of 2+ years of paid professional tax preparation experience.
• You will be asked to provide your CRA RepID (representative identifier) to allow your use of the CRA "Represent a Client" service upon successful onboarding.
• You have experience utilizing professional tax software to prepare and file personal tax returns, including those with complex elements such as employment, self-employment, rental income, investments, T1135 forms, foreign income, and various credits and deductions.
• You are passionate about helping clients navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
• You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• You must be willing and available to work a flexible schedule with a minimum of 20 hours per week.

Additional qualifications

• Experience preparing Business Tax (T2) Returns.
• Experience preparing Quebec Tax (TP1) Returns.

Skills & Abilities

• Tax Expertise – Demonstrates a fundamental understanding of tax laws and concepts. Proven ability to seek out additional learning opportunities to increase knowledge and learn about year-over-year changes.
• Effective Communication – Uses written and verbal communication skills to provide quality service when speaking with customers. Practices active listening to develop empathy and understand customer pain points.
• Complex Problem Solving – Demonstrates commitment to understanding customer problems, leveraging tools and resources to take ownership and solve or escalate as appropriate for additional support in a timely manner.
• Research / Resourcefulness – Demonstrates curiosity and interest in continuous learning. Confidently follows procedures and looks for resources to deliver suitable solutions for all customers.
• Technical Acumen – Shows interest in learning about the tools needed for the role and demonstrates basic ability to troubleshoot issues.

Compensation & Work Schedule

Intuit offers a competitive salary based on performance. The base pay ranges from $24.50 to $33.50 per hour depending on location (PEI, BC, Nova Scotia). This position is eligible for bonuses, equity rewards, and benefits. Pay is determined based on knowledge, skills, experience, and work location. We conduct regular pay equity comparisons across categories of ethnicity and gender.

How you will lead

• In this role, you will help our clients complete their income tax returns using TurboTax products. By providing tax guidance, reviewing returns, and managing product inquiries, you will contribute to our goal of fostering prosperity worldwide.
• You will use government websites, professional resources, and team expertise to find and deliver accurate answers to customers in understandable terms.
• This is a virtual, customer-facing role where you will use advanced video communication tools to interact with clients and document interactions for accurate record-keeping.

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