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

CB Canada; Kitchener; Remote; CAD 40,000 - 60,000; Full time

Job summary

A leading financial platform company seeks a highly motivated tax advisor for a seasonal, virtual role. You will assist customers in preparing their taxes using TurboTax products, ensuring they receive expert guidance and support. The ideal candidate has a relevant certification, strong customer service skills, and proficiency in technology. Join us in empowering customers to navigate their financial journeys with confidence.

Qualifications

• 3 or more years of recent experience preparing federal and state individual 1040 tax returns.
• Must be able to obtain related State licenses and permits.
• Strong knowledge of tax laws and Circular 230.

Responsibilities

• Provide tax advice and assist customers in tax preparation.
• Utilize video communication tools to interact with customers.
• Document customer interactions and provide high-quality support.

Skills

Strong customer service skills

Proficient with technology

Excellent verbal and written communication

Critical thinking and problem solving

Bilingual (English / Spanish) communication

Education

Active unrestricted credential: EA, CPA, or Practicing Attorney

Active PTIN (Preparer Tax Identification Number)

Tools

Commercial tax preparation software

Video communication software (SmartLook)

Job description

A leading financial platform company seeks a highly motivated tax advisor for a seasonal, virtual role. You will assist customers in preparing their taxes using TurboTax products, ensuring they receive expert guidance and support. The ideal candidate has a relevant certification, strong customer service skills, and proficiency in technology. Join us in empowering customers to navigate their financial journeys with confidence.