Remote Credentialed Seasonal Tax Pro (CPA/EA/Attorney)

CB Canada; London; Remote; CAD 80,000 - 100,000; Full time

Job summary

A leading financial platform company is seeking a Credentialed Seasonal Tax Professional to assist customers in preparing their taxes using TurboTax. Candidates must have active CPA/EA credentials, strong customer service skills, and experience in tax preparation. This role is virtual and requires effective communication to ensure a positive customer experience while navigating tax laws and software.

Qualifications

• 3+ years experience preparing tax returns (1040 form).
• Proficient with technology and tax laws.
• Ability to work with minimal supervision.

Responsibilities

• Assist customers with tax return preparation and advice.
• Provide customer service through video communication.
• Document customer interactions accurately.

Skills

Communication

Customer Service

Critical Thinking

Problem Solving

Education

CPA (Certified Public Accountant)

EA (Enrolled Agent)

Practicing Attorney

Tools

Commercial Tax Preparation Software

SmartLook Video Communication Software

Job description

A leading financial platform company is seeking a Credentialed Seasonal Tax Professional to assist customers in preparing their taxes using TurboTax. Candidates must have active CPA/EA credentials, strong customer service skills, and experience in tax preparation. This role is virtual and requires effective communication to ensure a positive customer experience while navigating tax laws and software.