TurboTax Live Seasonal Tax Expert Lead | Toronto, CA

Trafigura; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading global financial technology platform is seeking a TurboTax Live Seasonal Tax Expert Lead in Toronto. The role involves guiding Tax Experts and assisting clients with complex tax returns, requiring extensive tax preparation experience and strong communication skills.

Benefits

Performance-based rewards

Equity rewards

Comprehensive benefits

Qualifications

• 5+ years of paid professional tax preparation experience.
• Experience with complex tax returns including self-employment and foreign income.
• Excellent customer service skills.

Responsibilities

• Assist Tax Experts with customer contact and tax return preparation.
• Provide timely guidance using professional resources.
• Support customers using TurboTax products.

Skills

Tax laws understanding

Communication skills

Customer empathy

Analytical skills

Curiosity

Job description

TurboTax Live Seasonal Tax Expert Lead

Intuit Toronto, 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 enable your use of the CRA Représenter un Client service upon onboarding.
• Experience with 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 professionally, friendly, and confidently.
• Willingness and availability to work a flexible schedule with at least 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.
• Strong communication skills, developing relationships with clients and teammates, leveraging deep customer empathy, and practicing active listening.
• Ability to analyze and resolve complex customer issues using multiple sources and tools, maintaining responsibility and follow-up.
• Curiosity and proactive approach to continuous learning, following procedures, and utilizing resources to provide appropriate solutions.
• Interest in learning technical tools, troubleshooting issues, and contributing to team innovation for better customer experiences.

Intuit offers a competitive compensation package with performance-based rewards. The base pay range varies by region but generally falls between $31 to $42 per hour. The position is eligible for bonuses, equity rewards, and benefits as per company policies. Compensation considers knowledge, skills, experience, and location, with ongoing efforts to ensure pay equity across categories of ethnicity and gender.

How you will lead

• Assist our Tax Experts with customer contact and tax return preparation, providing timely and accurate guidance.
• Utilize government websites, professional resources, and team expertise to find and communicate correct answers clearly. May involve teaching Experts research and troubleshooting techniques.
• Support customers in completing their taxes using TurboTax products, reviewing returns, and managing product/service inquiries.
• Use advanced video communication tools to interact with clients and document interactions for accurate records.

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.