Tax Expert Lead | Regina, CA

Trafigura; Regina; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial technology company is seeking a Tax Expert Lead located in Regina. The role involves assisting clients with tax return preparations, providing expert guidance, and enhancing customer experience through effective communication. This position offers flexible scheduling, competitive hourly rates, and opportunities for performance-based rewards and career growth.

Qualifications

• Minimum of 5+ years in professional tax preparation or reviewing tax returns.
• Experience with complex tax scenarios including employment and self-employment.

Responsibilities

• Assist Tax Experts with customer contacts and tax guidance.
• Train and help customers navigate TurboTax and manage inquiries.

Skills

Customer service skills

Deep understanding of tax laws

Communication skills

Analytical skills

Job description

Tax Expert Lead

Intuit Regina, Canada Apply now Posted 12 hours ago Permanent Competitive

Tax Expert Lead

Intuit Regina, Canada Apply now

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

What you'll bring

• Minimum of 5+ years of paid professional tax preparation experience and/or 5+ years of recent experience reviewing tax returns prepared by others.
  Note: You may be asked to provide your CRA RepID to enable the use of CRA's Represent a Client service upon successful onboarding.
• Experience using professional tax software to prepare and file or review personal tax returns, including complex elements such as employment, self-employment, rental income, investments, T1135 forms, foreign income, and various credits and deductions.
• Passion for helping clients and colleagues navigate tax complexities and committed to enhancing our brand by delighting customers and empowering them to prepare their taxes.
• Excellent customer service skills and enthusiasm to interact via video and audio tools professionally, friendly, and confidently.
• Willingness and availability to work a flexible schedule with at least 32 hours per week.

Asset Qualifications:

• Experience with CRA audits.
• Experience preparing Business Tax (T2) returns.
• Experience preparing Quebec Tax (TP1) returns.

Skills & Abilities:

• Deep understanding of tax laws and concepts, with a proven ability to seek additional learning opportunities and train others.
• Strong communication skills, developing relationships with clients and teammates, leveraging deep customer empathy, and practicing active listening.
• Ability to analyze and resolve complex customer issues using multiple sources and tools, maintaining connectedness to ensure effective solutions.
• Curiosity and proactive learning to increase knowledge and resourcefulness, following procedures confidently and seeking resources to provide suitable solutions.
• Interest in learning technical tools, troubleshooting issues, and contributing to team innovations to enhance customer experience.

Intuit offers a competitive compensation package with performance-based rewards. The base pay ranges from $31 to $42 per hour, depending on location, and includes eligibility for bonuses, equity rewards, and benefits. Compensation is based on knowledge, skills, experience, and location. We regularly compare pay across categories of ethnicity and gender to promote pay equity.

How you will lead

• Assist our Tax Experts in completing customer contacts and tax return preparations by providing timely and accurate tax guidance.
• Utilize government websites, professional resources, and team expertise to find and communicate the correct information to Tax Experts in understandable terms. Assist in training Experts on research and troubleshooting.
• Help customers complete their taxes using TurboTax by offering guidance, reviewing returns, and managing product inquiries.
• Use advanced video communication tools to interact with clients and document interactions for accurate record-keeping.

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