Tax Expert Lead | Westmount, CA

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

Job summary

A leading technology platform is seeking a Tax Expert Lead in Westmount to provide tax guidance and assist customers in preparing their returns. The role requires a minimum of 5 years of professional tax preparation experience and strong communication skills. This position offers a competitive hourly rate and requires a flexible schedule.

Qualifications

• 5+ years of paid professional tax preparation experience.
• Experience with complex personal tax returns, including T1135, employment, self-employment, and credits/deductions.

Responsibilities

• Assist Tax Experts with customer contacts and tax returns preparation.
• Help customers complete taxes and manage inquiries using TurboTax products.

Skills

Communication

Problem Solving

Customer Service

Technical Aptitude

Tools

Professional Tax Software

Job description

Tax Expert Lead

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

Overview

Intuit est la plateforme technologique financière mondiale qui alimente la prospérité pour les personnes et les communautés que nous servons. Avec environ 100 millions de clients dans le monde utilisant des produits tels que TurboTax, Credit Karma, QuickBooks et Mailchimp, nous croyons que tout le monde devrait avoir la possibilité de prospérer. Nous ne cessons jamais de travailler pour trouver de nouvelles façons innovantes de rendre cela possible.

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.

Responsibilities:

• Assist our Tax Experts in completing customer contacts and preparing tax returns by providing timely and accurate tax guidance.
• Utilize government websites, professional resources, and team expertise to find and communicate the correct answers to Tax Experts in understandable terms.
• Help customers complete their taxes using TurboTax products, review personal tax returns, and manage product inquiries.
• Use advanced video communication tools to interact with clients and document interactions for accurate record-keeping.

Qualifications:

• Minimum of 5+ years of paid professional tax preparation experience and/or recent experience reviewing tax returns prepared by others.
• Experience using professional tax software for preparing and reviewing complex personal tax returns, including employment, self-employment, rental income, investments, T1135 forms, foreign income, and credits/deductions.
• Passionate about helping clients and colleagues navigate tax complexities and committed to enhancing our brand.
• Excellent customer service skills with a professional, friendly, and confident communication style via video and audio tools.
• Willingness to work a flexible schedule with at least 32 hours per week.

Asset Qualifications:

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

Skills & Abilities:

• Deep understanding of tax laws and concepts, with a proactive approach to learning and training others.
• Strong communication skills with an emphasis on empathy and active listening.
• Ability to analyze and resolve complex customer issues using various resources.
• Curiosity and resourcefulness in continuous learning and problem-solving.
• Technical aptitude to troubleshoot and contribute to innovative solutions.

Intuit offers a competitive compensation package, including base pay ranging from $31 to $42 per hour depending on location, with potential bonuses, equity rewards, and benefits. Compensation is based on knowledge, skills, experience, and location, with ongoing pay equity practices.