TurboTax Live Seasonal Tax Expert Lead | Hawkesbury, CA

Trafigura; Hawkesbury; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading financial technology platform as a TurboTax Live Seasonal Tax Expert Lead. This role involves assisting clients with tax return preparation, utilizing advanced video communication tools, and delivering excellent customer service. Candidates should possess significant tax experience and a passion for empowering clients in navigating tax complexities.

Benefits

Competitive compensation package

Eligibility for bonuses and equity

Flexible schedule

Qualifications

• Minimum of 5 years professional tax preparation experience.
• Experience using professional tax software, especially for complex tax returns.
• Strong understanding of tax laws and commitment to continuous learning.

Responsibilities

• Assist Tax Experts with tax return preparation and client communication.
• Support clients in navigating TurboTax products and tax complexities.
• Use video communication tools for client interactions.

Skills

Customer Service

Communication

Problem Solving

Tools

Tax Software

Job description

TurboTax Live Seasonal Tax Expert Lead

Intuit Hawkesbury, Canada Apply now Posted 12 hours ago Permanent Competitive

TurboTax Live Seasonal Tax Expert Lead

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 using professional tax software to prepare and review personal tax returns, including 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 via 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

• Deep understanding of tax laws and concepts, with a proven ability to seek additional learning opportunities and assist in training others.
• Effective communication skills, developing relationships with customers and teammates, leveraging deep customer empathy, and practicing active listening.
• Strong problem-solving skills, analyzing and resolving customer issues using various tools and resources.
• Curiosity and proactive approach to continuous learning, following procedures and seeking resources to deliver solutions.
• Technical aptitude, interested in learning and troubleshooting technical issues, contributing to testing and innovative solutions.

Intuit offers a competitive compensation package, including base pay ranging from $31 to $42 per hour depending on location, with eligibility for bonuses, equity, and benefits. Compensation is based on knowledge, skills, experience, and location, with regular pay equity assessments.

How you will lead

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

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