Tax Preparer / Associate - Seasonal Remote

CB Canada; Granby; Remote; CAD 30,000 - 60,000; Part time

Job summary

A global financial platform company is seeking a tax professional in Granby, Canada, to assist customers with tax preparation using TurboTax. The ideal candidate has at least 3 seasons of paid tax preparation experience and strong customer service skills. Responsibilities include preparing tax returns and guiding customers through the process, ensuring their compliance and satisfaction. This is a seasonal position offering a unique opportunity to help customers navigate their tax needs.

Qualifications

• Minimum of 3 seasons of paid Tax Preparation experience.
• Experience in tax preparation within a tax practice or retail setting.
• Knowledge of tax laws and familiarity with Form 1040 and schedules.

Responsibilities

• Assist customers in preparing their own returns or fully prepare customer tax returns.
• Compile and prepare tax returns for TurboTax customers.
• Gather and accurately enter customer data into tax returns.

Skills

Customer service skills

Tax preparation experience

Research skills

Problem-solving abilities

Education

College degree in business, finance, accounting, or tax

Job description

Join our mission

QuickBooks is a mission-driven, global financial platform company that aims to give everyone the opportunity to prosper. With products like TurboTax, QuickBooks, and Mint, we use 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 at least 30 tax returns prepared per year? If you're a tax professional, we need your expertise to help our customers complete their taxes using TurboTax. You will contribute to our goal of "Powering Prosperity Around the World" by providing expert guidance and explanations of tax and technical terms. Additionally, you will play a key role in enhancing our brand by delighting customers and empowering them in tax preparation.

Job Requirements: What you'll bring

• Minimum of 3 seasons of paid Tax Preparation experience, with at least 30 tax returns per year.
• Experience in tax preparation within a tax practice or retail setting.
• A college degree is a plus, especially in business, finance, accounting, or tax.
• Knowledge of tax laws, concepts, and familiarity with Form 1040 and schedules.
• PTIN required.
• Motivation to expand expertise and obtain a tax credential or certification; Intuit offers a program to obtain your EA.
• Strong customer service skills with the ability to empathize and build confidence.
• Ability to work within a team to prepare accurate tax returns promptly.
• Strong research skills and the ability to quickly find answers using online resources.
• Critical thinking and problem-solving abilities.
• Persistence and determination.

How you will lead

• This is a seasonal position assisting customers in preparing their own returns or fully preparing customer tax returns.
• Compiling and preparing tax returns for TurboTax customers.
• Gathering, organizing, and accurately entering customer data into federal and state tax returns for review.
• Communicating directly with customers as needed.
• Coordinating customer meetings and follow-ups.
• Updating credentialed tax experts on assigned customers.
• Helping customers with product/software inquiries, tax questions, and calculations.
• Applying defined practices, procedures, and policies to troubleshoot and resolve product and tax support inquiries.
• Interacting with customers using strong written and verbal skills combined with deep customer empathy.