Credentialed Seasonal Tax Professional

CB Canada; Northwestern Ontario; Remote; CAD 60,000 - 80,000; Full time

Job summary

A financial platform company in Canada seeks a seasonal virtual tax advisor to assist customers with tax return preparation. Candidates should possess an active credential such as EA, CPA, or Practicing Attorney, with at least 3 years of experience in tax preparation and strong communication skills. This role requires proficiency with tax software and the ability to deliver excellent customer service through video communication tools.

Qualifications

• Minimum of 3 years recent experience preparing federal and state individual tax returns.
• Must possess active Preparer Tax Identification Number (PTIN).
• Willingness to obtain related state licenses or certificates if necessary.

Responsibilities

• Provide tax advice and assist customers with tax return preparation.
• Create quality customer interactions using video communication.
• Document interactions and follow defined procedures to resolve inquiries.

Skills

Strong tax preparation experience

Excellent communication skills

Customer service skills

Critical thinking

Proficient with technology

Bilingual (English/Spanish)

Education

Active unrestricted credential (EA, CPA, Practicing Attorney)

Tools

Commercial tax preparation software

SmartLook video communication software

Job description

Join our mission

Intuit 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

If you are a highly motivated individual with an active unrestricted credential (CPA / EA / Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers. You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Qualifications

• Must possess active unrestricted credential : EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws
• Must possess or be able to obtain any related State licenses, certificates, permits or bonds
• Must possess active PTIN (Preparer Tax Identification Number)
• 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients / customers, using commercial tax preparation software
• Working knowledge of Circular 230
• Audit experience a plus (IRS and state tax authorities)
• Proficient with technology; solid knowledge of computer operations and software
• Must have (or be willing to obtain) a dedicated hardwired internet connection
• Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring
• Excellent verbal and written communication skills
• Ability to work in a fast-paced environment with minimal supervision
• Critical thinking, problem solving, research skills and determination
• Bilingual (English / Spanish) communication skills (written & spoken) a plus

How you will lead

• This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers
• Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product / software inquiries, and 3) Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
• Document customer interactions