Seasonal WFH Tax Expert

Intuit; Winnipeg; Remote; CAD 80,000 - 100,000; Full time

Job summary

A leading financial technology platform is seeking a Seasonal Tax Expert in Winnipeg to assist clients with their income tax returns using TurboImpôt. This virtual role requires strong customer service skills and proficiency in tax preparation, particularly for complex tax situations. The ideal candidate will work a minimum of 20 hours per week and interact with clients across Canada. Competitive compensation and bonuses are offered.

Benefits

Competitive compensation package

Cash bonuses

Equity rewards

Flexible working hours

Qualifications

• Minimum of two years of paid professional tax preparation experience.
• Proficiency in English is required for client interactions across Canada.

Responsibilities

• Assist clients in completing their income tax returns using Intuit TurboImpôt.
• Engage in a virtual, client-facing role using video communication software.
• Research and provide accurate tax-related information to clients.

Skills

Tax expertise

Effective communication

Complex problem solving

Research / resourcefulness

Technical acumen

Tools

Professional tax software

Job description

Overview

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With about 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe everyone should have the opportunity to prosper. This role supports tax preparation and customer service for clients using Intuit TurboImpôt (TurboTax). The position is virtual and customer-facing, requiring the use of video and audio tools and careful documentation of all interactions.

Responsibilities

• Assist clients in completing their income tax returns using Intuit TurboImpôt, providing tax guidance and reviewing personal tax returns for customers who file themselves, preparing complete tax returns, and managing product / software inquiries to accelerate Prosperity goals.
• Research and provide accurate answers to clients using government websites, professional resources, and team expertise, in terms they will understand.
• Engage in a virtual, client-facing role using our video communication software and document interactions to maintain precise records.

Qualifications

• Minimum of two (2) years of paid professional tax preparation experience.
• Willing to provide CRA RepID (representative identifier) to enable use of CRA Represent a Client service upon onboarding.
• Experience using professional tax software to prepare and file personal tax returns, including complex elements such as employment, self-employment, rental income, investments, forms like T1135, foreign income, and various credits / deductions.
• Strong customer service skills and ability to interact with clients via video and audio tools professionally, friendly, and confidently.
• Willing and able to work a flexible schedule with a minimum of 20 hours per week.
• Proficiency in English is required. Seasonal Tax Experts will interact with clients across Canada, including anglophone clients; the role involves tax preparation, tax advice, and client questions.

Additional Qualifications

• Experience preparing corporate tax returns (T2) and Quebec tax returns (TP1).

Skills & Abilities

• Tax expertise: solid understanding of tax laws and concepts; proactive in seeking additional learning opportunities to stay current.
• Effective communication: strong written and verbal communication; active listening to understand client needs.
• Complex problem solving: willingness to understand client issues, use available tools / resources, and escalate as needed for timely resolution.
• Research / resourcefulness: curiosity and commitment to continuous learning; follows procedures to deliver solutions.
• Technical acumen: basic ability to learn and troubleshoot tools needed for the role.

Compensation & Benefits

Intuit offers a competitive compensation package with a pay-for-performance approach. Base pay ranges (per hour) by location vary by region, and range details are provided in the posting. Eligible for cash bonuses, equity rewards, and benefits in accordance with applicable plans and programs. Final compensation is based on factors such as knowledge, skills, experience, and location. Intuit conducts regular pay equity considerations across ethnicity and gender categories.