Tax Expert Lead – Work from Home | Waterloo, CA

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

Job summary

A leading financial technology platform is seeking a Tax Expert Lead for a work-from-home position. Your role involves guiding clients through tax preparation, managing inquiries, and enhancing customer experience through effective communication and problem-solving. Join a team dedicated to empowering individuals to achieve their financial prosperity.

Qualifications

• Minimum of 5+ years of paid professional tax preparation experience.
• Experience utilizing professional tax software for complex returns.

Responsibilities

• Assist Tax Experts with customer contacts and provide tax guidance.
• Support customers in completing their taxes using TurboTax products.

Skills

Tax Expertise

Effective Communication

Complex Problem Solving

Research / Resourcefulness

Technical Acumen

Job description

Tax Expert Lead – Work from Home

Intuit Waterloo, Canada Apply now Posted 11 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 allow your use of the CRA Represent a Client service upon successful onboarding.
• 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.
• 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 with customers and colleagues through 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

• Tax Expertise - Deep understanding of tax laws and concepts, proactive in learning about updates and changes, and capable of training others.
• Effective Communication - Building relationships, leveraging customer empathy, and using strong written and verbal skills to provide quality service.
• Complex Problem Solving - Analyzing issues, using tools and resources, and taking ownership to resolve customer problems.
• Research / Resourcefulness - Curious, proactive learner who follows procedures and seeks resources to deliver solutions.
• Technical Acumen - Interested in learning tools, troubleshooting technical issues, and contributing to innovative solutions.

Intuit offers a competitive compensation package including base pay, bonuses, equity rewards, and benefits. Salary ranges vary by location but generally are from $31 to $42 per hour. Compensation is based on experience, skills, and location, with ongoing efforts to ensure pay equity across categories of ethnicity and gender.

How you will lead

• Assist our Tax Experts with customer contacts and tax return preparation by providing accurate and timely tax guidance.
• Use government websites, professional resources, and team expertise to find and deliver correct answers, and help teach others how to research and resolve tax questions.
• Support customers in completing their taxes using TurboTax products, reviewing returns, and managing product inquiries.
• Use advanced video communication tools to interact with customers and document interactions for accurate records.

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