Seasonal Tax Expert — CPA/EA/Attorney, Remote Support

CB Canada; Granby; Remote; CAD 45,000 - 55,000; Part time

Job summary

A prominent financial platform company is seeking a highly motivated tax preparation professional to join their seasonal team. In this remote role, you will provide expert guidance to customers using TurboTax products, ensuring quality interactions and customer satisfaction. Candidates must possess an active unrestricted credential and have strong communication and customer service skills. This role offers a chance to help clients navigate their tax returns amidst a supportive environment.

Qualifications

• Must have 3+ years of experience in preparing federal and state individual 1040 tax returns.
• Proficient with technology and capable of using video tools for customer interaction.
• Strong problem-solving and critical thinking abilities.

Responsibilities

• Provide tax advice and assist customers with TurboTax products.
• Create quality customer interactions using video communication.
• Document customer interactions and resolve inquiries.

Skills

Tax preparation experience

Knowledge of tax laws

Excellent communication skills

Customer service skills

Bilingual (English / Spanish)

Education

Active unrestricted credential (EA / CPA / Attorney)

Active PTIN

Tools

Commercial tax preparation software

Video communication software (SmartLook)

Job description

A prominent financial platform company is seeking a highly motivated tax preparation professional to join their seasonal team. In this remote role, you will provide expert guidance to customers using TurboTax products, ensuring quality interactions and customer satisfaction. Candidates must possess an active unrestricted credential and have strong communication and customer service skills. This role offers a chance to help clients navigate their tax returns amidst a supportive environment.