Tax Preparer / Associate - Seasonal Remote

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

Job summary

A leading financial platform company seeks a Tax Professional for a seasonal position. You will assist customers in preparing their tax returns using TurboTax, requiring expertise in tax laws and strong customer service skills. Ideal candidates will have significant tax preparation experience and a college degree in a relevant field.

Qualifications

• Minimum 3 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year.
• Knowledge of tax laws and familiarity with form 1040 and schedules.
• Ability to expand expertise and obtain a tax credential or certification.

Responsibilities

• Assisting customers in preparing their own returns or fully preparing customer tax returns.
• Compiling and preparing tax returns for TurboTax customers.
• Communicating directly with customers for inquiries and updates.

Skills

Customer Service

Critical Thinking

Problem Solving

Research Skills

Education

College degree in business, finance, accounting, or tax

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 to challenging financial problems for millions of people around the world.

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

• Minimum 3 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required.
• Prior tax preparation experience in a tax practice or retail setting required.
• College degree a plus. The ideal candidate will have a background in business, finance, accounting, or tax.
• Knowledge of tax laws, tax concepts, and familiarity with form 1040 and schedules.
• PTIN required.
• Ability/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 instill confidence.
• Ability to work within a team to assist in the preparation of accurate tax returns in a timely manner.
• Strong research skills and the ability to quickly use online resources to find answers.
• Critical thinking and problem-solving skills.
• Persistence and determination.

How you will lead

• This is a seasonal position providing assistance to customers, helping them prepare 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-up.
• Communicating updates to credentialed tax experts on assigned customers.
• Helping customers working on their tax returns with product/software inquiries, tax questions, and calculations.
• Applying defined practices, procedures, and company policies to troubleshoot and resolve product and tax support customer inquiries.
• Interacting with customers using strong written and verbal skills, as well as deep customer empathy.