Business Development / Marketing Rep

Westland Insurance; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player seeks a dedicated tax professional to join their seasonal team. This role is pivotal in assisting customers with their tax preparation using TurboTax, ensuring they receive expert guidance and support. You will compile and prepare tax returns, communicate with customers, and provide assistance with both product inquiries and tax questions. If you have a passion for helping others and a strong foundation in tax preparation, this position offers a fantastic opportunity to make a meaningful impact while enhancing your skills in a collaborative environment.

Qualifications

• 3+ seasons of tax preparation experience with at least 30 returns per year.
• Strong customer service and critical thinking skills are essential.

Responsibilities

• Assist customers in preparing their own returns and fully prepare tax returns.
• Gather and accurately enter customer data for tax returns.

Skills

Tax Preparation Experience

Customer Service Skills

Critical Thinking

Problem-Solving Skills

Research Skills

Teamwork

Persistence

Education

College Degree in Business, Finance, Accounting, or Tax

Job description

Quickbooks is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks, and Mint, we’re using technology to build solutions to challenging financial problems for millions of people around the world.

Overview

Do you have a minimum of 3 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year? If you're a tax professional, we need you to help our customers complete their taxes using TurboTax. You’ll advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers. You’ll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Job Requirements: What you'll bring

• Minimum 3 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required.
• Prior tax preparation experience in a tax practice or retail setting required.
• College degree a plus. The ideal candidate will have a background in business, finance, accounting, or tax.
• Knowledge of tax laws, tax concepts, and familiarity with form 1040 and schedules.
• PTIN required.
• Ability/motivation to expand expertise and obtain a tax credential or certification - Intuit offers a program to obtain your EA.
• Strong customer service skills with the ability to empathize and instill confidence.
• Ability to work within a team to assist in the preparation of accurate tax returns in a timely manner.
• Strong research skills and the ability to quickly use online resources to find answers.
• Critical thinking and problem-solving skills.
• Persistence and determination.

How you will lead

• This is a seasonal position providing assistance to customers both in preparing their own returns and/or fully preparing customer tax returns.
• Compiling/preparing tax returns for TurboTax customers.
• Gathering, organizing, and accurately entering customer data in the federal and state tax returns for review.
• Communicate directly with the customer as needed.
• Coordinate customer meetings and follow-up.
• Communicate updates to credentialed tax experts on assigned customers.
• Help customers who are working on their tax return with both product/software inquiries and tax questions and calculations.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve product and tax support customer inquiries.
• Interact with customers utilizing strong written and verbal skills as well as deep customer empathy.