Tax Expert Lead – Work from Home | Vancouver, CA

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

Job summary

A leading financial technology company is seeking a Tax Expert Lead. This role involves guiding clients through tax preparation while providing insight and support to team members via advanced communication tools. Candidates should have significant tax preparation experience and strong communication skills, with a competitive compensation package based on experience.

Benefits

Performance bonuses

Equity rewards

Comprehensive benefits

Qualifications

• Minimum of 5+ years in tax preparation or review.
• Experience with complex tax returns and software.
• Passion for client service and team support.

Responsibilities

• Assist Tax Experts with return preparation and inquiries.
• Provide guidance and teach troubleshooting skills.
• Utilize video tools for client interactions and record-keeping.

Skills

Customer service skills

Communication skills

Analytical skills

Proactive learning

Technical tool interest

Job description

Tax Expert Lead – Work from Home

Intuit Vancouver, 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 facilitate your use of the CRA 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 commitment to enhancing our brand by delighting customers and empowering them to prepare their taxes.
• Excellent customer service skills, with 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 ongoing learning and assist in training 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, taking full ownership of solutions.
• Curiosity and proactive pursuit of learning opportunities, following procedures, and utilizing resources to deliver effective solutions.
• Interest in learning technical tools, troubleshooting issues, and contributing to team innovation to improve customer experience.

Intuit offers a competitive compensation package with performance-based rewards. The base pay range for this position is approximately $31 to $42 per hour, depending on location, skills, and experience. This role is eligible for bonuses, equity rewards, and benefits as per company plans. We regularly review compensation to ensure pay equity across categories of ethnicity and gender.

How you will lead

• Assist our Tax Experts in completing customer contacts and tax return preparation by providing timely, accurate tax guidance.
• Utilize government websites, professional resources, and team expertise to find and communicate clear answers to Tax Experts, and help teach research and troubleshooting skills.
• Support customers in completing their taxes using TurboTax, reviewing returns, and managing product inquiries.
• Use advanced video communication tools to interact with customers and document interactions for accurate record-keeping.

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