Virtual Seasonal Tax Pro - CPA/EA/Attorney

CB Canada; Burlington; Remote; CAD 50,000 - 70,000; Part time

Job summary

A financial technology company is seeking a seasonal, remote tax expert to assist customers with their tax returns using TurboTax. The ideal candidate will hold an active EA, CPA, or practicing attorney credential, and possess strong customer service and communication skills. Responsibilities include providing tax advice, ensuring high-quality customer interactions, and documenting inquiries. A dedication to customer satisfaction is essential for this role.

Qualifications

• 3 or more years of recent experience preparing federal and state individual tax returns.
• Must possess or be able to obtain any related State licenses.
• Audit experience a plus (IRS and state authorities).

Responsibilities

• Provide tax advice and preparation assistance to customers.
• Create high-quality customer interactions using deep empathy.
• Document customer interactions and solutions provided.

Skills

Strong customer service skills

Excellent verbal and written communication skills

Critical thinking and problem solving

Bilingual (English / Spanish)

Proficient with technology

Education

Active unrestricted credential (EA/CPA/Practicing Attorney)

Preparer Tax Identification Number (PTIN)

Tools

Commercial tax preparation software

SmartLook video communication software

Job description

A financial technology company is seeking a seasonal, remote tax expert to assist customers with their tax returns using TurboTax. The ideal candidate will hold an active EA, CPA, or practicing attorney credential, and possess strong customer service and communication skills. Responsibilities include providing tax advice, ensuring high-quality customer interactions, and documenting inquiries. A dedication to customer satisfaction is essential for this role.