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Tax Expert Lead – Work from Home | Kirkland, CA

Trafigura

Kirkland

Remote

CAD 60,000 - 80,000

Full time

Yesterday
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Job summary

A leading global financial technology company is seeking a Tax Expert Lead to assist in preparing and reviewing tax returns remotely. This role emphasizes excellent customer service and in-depth understanding of tax laws, with a flexible work schedule and the potential for bonuses and equity rewards.

Benefits

Performance-based bonuses
Equity rewards
Comprehensive benefits package

Qualifications

  • Minimum of 5+ years paid professional tax preparation experience.
  • Experience using professional tax software for personal tax returns.
  • Passion for helping clients navigate tax complexities.

Responsibilities

  • Assist Tax Experts in preparing tax returns and providing guidance.
  • Help customers complete their taxes using TurboTax.
  • Utilize advanced video tools for client interactions.

Skills

Customer Service
Communication
Analytical Skills
Proactive Learning
Technical Aptitude

Job description

Tax Expert Lead – Work from Home
Intuit Kirkland, Canada Apply now Posted 12 hours ago Permanent Competitive

Tax Expert Lead – Work from Home

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.

What you'll bring

  • Minimum of 5+ years of paid professional tax preparation experience and/or recent experience reviewing tax returns prepared by others.
  • You may be asked to provide your CRA RepID (representative identifier) to enable your use of the CRA Represent a Client service upon 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 a commitment to enhancing our brand by delighting customers and empowering them to prepare their taxes.
  • Excellent customer service skills and enthusiasm for interacting via video and audio tools in a professional, friendly, and confident manner.
  • Willingness and availability to work a flexible schedule with a minimum of 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 assist in training others.
  • Strong communication skills, developing relationships with clients and teammates, utilizing active listening and empathy.
  • Ability to analyze and resolve complex customer issues using multiple sources and tools.
  • Proactive in continuous learning, following procedures, and utilizing resources for customer solutions.
  • Technical aptitude to troubleshoot issues and contribute to innovative solutions to improve customer experience.

Intuit offers a competitive compensation package with performance-based rewards. The base pay range varies by region but generally is between $31 to $42 per hour. This role is eligible for bonuses, equity rewards, and benefits as per company policies.

How you will lead

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