Tax Expert Lead – Work from Home | Montreal, CA

Trafigura; Montreal; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial technology company is looking for a Tax Preparer who will assist clients with their tax return preparation and provide expert guidance. This role offers the chance to work with a variety of tax situations while enhancing client satisfaction through exceptional service.

Benefits

Cash bonus eligibility

Equity rewards

Comprehensive benefits package

Qualifications

• Minimum of 5+ years of professional tax preparation experience.
• Experience with CRA audits and T2/TP1 returns is an asset.

Responsibilities

• Provide timely and accurate tax guidance and advice.
• Review personal tax returns and assist clients in using TurboTax.

Skills

Tax Expertise

Effective Communication

Complex Problem Solving

Research / Resourcefulness

Technical Acumen

Job description

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

• You have a minimum of 5+ years of paid professional tax preparation experience and/or 5+ years of recent experience reviewing tax returns prepared by others.
  • You may be asked to provide your CRA RepID (representative identifier) to allow your use of the CRA Represent a Client service upon successful onboarding.
• You have experience utilizing professional tax software to prepare and file or review personal tax returns, including those with complex elements such as employment, self-employment, rental income, investments, T1135 forms, foreign income, and various credits and deductions.
• You are passionate about helping clients and colleagues navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
• You possess excellent customer service skills, and you are excited to interact with customers and colleagues through video and audio tools in a professional, friendly, and confident manner.
• You must be willing and available 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:

• Tax Expertise - Demonstrates a deep understanding of tax laws and concepts. Proven ability to seek out additional learning opportunities to increase knowledge and learn about year-over-year changes and has the ability to help train others.
• Effective Communication - Develops relationships with customers and teammates, leveraging deep customer empathy to uncover critical and nuanced information. Uses written and verbal communication skills to provide quality service when speaking with customers. Practices active listening to develop empathy and understand customer pain points.
• Complex Problem Solving - Utilizes multiple sources to analyze and establish the root cause of customer problems, leveraging tools and resources to take extreme ownership and solve customer issues. Stays connected to ensure the effectiveness of solutions provided.
• Research / Resourcefulness - Demonstrates curiosity and interest in continuous learning. Proactively seeks learning opportunities that will help increase the knowledge and ease of use of the various tools and resources available. Confidently follows procedures and looks for resources to deliver suitable solutions for all customers.
• Technical Acumen - Shows interest in learning about the tools needed for the role and demonstrates the ability to troubleshoot technical issues. Actively contributes to the team by participating in the testing and prototyping of innovative solutions to improve customer experiences.

Intuit offers a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is PEI $31/hour - $42/hour, BC $31/hour - $42/hour, Nova Scotia $31/hour - $42/hour. This position will be eligible for a cash bonus, equity rewards, and benefits, in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To ensure ongoing pay equity, Intuit conducts regular comparisons across categories of ethnicity and gender.

How you will lead

• Dans ce rôle, vous aiderez nos Experts Fiscaux à compléter les contacts clients et la préparation des déclarations fiscales en fournissant des conseils fiscaux opportuns et précis.
• Vous utiliserez les sites Web gouvernementaux, les ressources professionnelles et l'expertise de l'équipe pour rechercher et fournir la bonne réponse aux Experts Fiscaux dans des termes qu'ils comprendront. Vous pourriez être sollicité pour aider à enseigner aux Experts comment rechercher et résoudre les questions fiscales et techniques.
• Il pourrait vous être demandé d'aider nos clients à compléter leurs impôts en utilisant les produits Intuit TurboTax en fournissant des conseils fiscaux et en examinant les déclarations de revenus personnelles pour les clients qui complètent leur déclaration fiscale seuls, la préparation complète des déclarations de service et la gestion des demandes de produits/logiciels.
• Vous utiliserez notre logiciel de communication vidéo à la pointe de la technologie pour interagir avec les clients et les Experts Fiscaux, et vous documenterez vos interactions pour maintenir des dossiers précis.

• In this role, you will help our Tax Experts complete customer contacts and tax return preparation by providing timely and accurate tax guidance and advice.
• You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to Tax Experts in terms they will understand. You may be tagged in to help teach Experts how to research and troubleshoot tax and technical questions.
• You may be asked to help our customers complete their taxes using Intuit TurboTax products by providing tax guidance and reviewing personal tax returns for customers completing their tax return on their own, full service return preparation, and managing product/software inquiries.
• You will use our state-of-the-art video communication software to interact with customers and Tax Experts, and you will document your interactions to maintain accurate records.

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