Tax Preparer / Associate - Seasonal Remote

CB Canada; Alberta; Remote; CAD 45,000 - 60,000; Part time

Job summary

A leading company in financial technology is seeking a Tax Professional to assist customers with their tax preparation using TurboTax. The ideal candidate will have significant experience in tax preparation, strong customer service skills, and a desire to help others navigate their tax obligations. This role involves direct customer interaction, compiling tax returns, and providing expert guidance on tax-related inquiries.

Qualifications

• Minimum 3 seasons of paid Tax Preparation experience.
• Knowledge of tax laws and familiarity with form 1040.

Responsibilities

• Assisting customers in preparing their own returns and/or fully preparing customer tax returns.
• Compiling and preparing tax returns for TurboTax customers.

Skills

Customer Service

Critical Thinking

Problem Solving

Research Skills

Education

College Degree

Job description

QuickBooks is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks, and Mint, we’re using technology to build solutions for challenging financial problems faced by millions worldwide.

Overview

Do you have a minimum of 3 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year? If you're a tax professional, we need you to help our customers complete their taxes using TurboTax. You’ll advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers. You’ll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Job Requirements: What you'll bring

1. Minimum 3 seasons of paid Tax Preparation experience, with at least 30 tax returns per year.
2. Prior tax preparation experience in a tax practice or retail setting.
3. College degree is a plus; a background in business, finance, accounting, or tax is preferred.
4. Knowledge of tax laws, tax concepts, and familiarity with form 1040 and schedules.
5. PTIN required.
6. Motivation to expand expertise and obtain a tax credential or certification; Intuit offers a program to obtain your EA.
7. Strong customer service skills with the ability to empathize and instill confidence.
8. Ability to work within a team to assist in the preparation of accurate tax returns in a timely manner.
9. Strong research skills and the ability to quickly find answers using online resources.
10. Critical thinking and problem-solving abilities.
11. Persistence and determination.

How you will lead

1. This seasonal position involves assisting customers in preparing their own returns and/or fully preparing customer tax returns.
2. Compiling and preparing tax returns for TurboTax customers.
3. Gathering, organizing, and accurately entering customer data into federal and state tax returns for review.
4. Communicating directly with customers as needed.
5. Coordinating customer meetings and follow-up.
6. Updating credentialed tax experts on assigned customers.
7. Helping customers working on their tax return with product/software inquiries and tax questions.
8. Applying defined practices, procedures, and company policies to troubleshoot and resolve product and tax support inquiries.
9. Interacting with customers using strong written and verbal skills, along with deep empathy.