Tax Professional - Work From Home | Ottawa, CA

Trafigura; Ottawa; Remote; CAD 100,000 - 125,000; Full time

Job summary

A leading financial technology company is seeking a skilled tax preparer to assist clients with their tax returns using TurboTax products. This role requires a deep understanding of tax laws and the ability to interact effectively with clients through advanced communication tools. Competitive pay, flexible scheduling, and opportunities for bonuses are offered.

Benefits

Bonuses

Equity rewards

Benefits

Qualifications

• Minimum 2+ years of paid professional tax preparation experience.
• Experience with complex personal tax returns including self-employment and investments.
• Excellent customer service skills.

Responsibilities

• Help clients complete tax returns using TurboTax products.
• Utilize resources to find accurate answers for clients.
• Interact with clients and document interactions for record-keeping.

Skills

Understanding of tax laws

Communication

Customer empathy

Analytical skills

Technical aptitude

Job description

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

Overview

Intuit est la plateforme technologique financière mondiale qui favorise la prospérité des personnes et des communautés que nous servons. Avec environ 100 millions de clients dans le monde utilisant des produits tels que TurboImpôt, 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.

Responsibilities

• Help clients complete their tax returns using TurboTax products, providing guidance and reviewing their self-prepared returns.
• Utilize government websites, professional resources, and team expertise to find accurate answers for clients.
• Interact with clients via advanced video communication tools, documenting interactions for accurate record-keeping.

Qualifications

• Minimum of 2+ years of paid professional tax preparation experience.
• Experience with complex personal tax returns, including employment, self-employment, rental income, investments, foreign income, and credits.
• Excellent customer service skills, with the ability to communicate professionally and confidently via video and audio tools.
• Flexible schedule availability, with at least 20 hours per week.
• Additional asset qualifications include experience with Business (T2) and Quebec (TP1) tax returns.

Skills & Abilities

• Deep understanding of tax laws and concepts, with a proactive approach to learning and training others.
• Strong communication skills, active listening, and customer empathy.
• Ability to analyze and resolve complex customer issues, taking ownership and escalating when necessary.
• Curiosity and resourcefulness in learning new tools and procedures.
• Technical aptitude to troubleshoot and contribute to innovative solutions.

Compensation & Benefits

Competitive pay ranging from $24.50 to $33.50 per hour, based on location and experience, with eligibility for bonuses, equity rewards, and benefits. Pay equity is maintained through regular comparisons across categories of ethnicity and gender.