Tax Preparer / Associate - Seasonal Remote

CB Canada; Kamloops; Remote; CAD 25,000 - 40,000; Part time

Job summary

A leading company in financial solutions is seeking a Tax Professional to assist customers with TurboTax. This seasonal role requires expertise in tax preparation, strong customer service skills, and the ability to work collaboratively. Ideal candidates will have a minimum of 3 seasons of tax preparation experience and a background in finance or accounting. Join us in empowering customers to navigate their tax needs effectively.

Qualifications

• Minimum 3 seasons of paid Tax Preparation experience with 30 tax returns per year.
• Knowledge of tax laws and familiarity with form 1040 required.

Responsibilities

• Assisting customers in preparing their own tax returns or fully preparing returns.
• Compiling and preparing tax returns for TurboTax customers.
• Communicating directly with customers and coordinating meetings.

Skills

Tax Preparation

Customer Service

Critical Thinking

Problem Solving

Education

College Degree

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, helping them prepare their own returns or fully preparing customer tax returns.
• Compiling and preparing tax returns for TurboTax customers.
• Gathering, organizing, and accurately entering customer data in federal and state tax returns for review.
• Communicating directly with customers as needed.
• Coordinating customer meetings and follow-up.
• Communicating updates to credentialed tax experts on assigned customers.
• Helping customers working on their tax returns with product/software inquiries, as well as tax questions and calculations.
• Applying defined practices, procedures, and company policies to troubleshoot and resolve product and tax support inquiries.
• Interacting with customers using strong written and verbal skills, along with deep customer empathy.