Virtual Seasonal Tax Pro - CPA/EA/Attorney

CB Canada; Calgary; Remote; CAD 50,000 - 70,000; Full time

Job summary

A global financial platform company is seeking a motivated individual for a seasonal tax preparation role. This position involves assisting customers with their taxes using TurboTax products via video communication. Candidates must hold an unrestricted CPA, EA, or equivalent credential and have extensive tax preparation experience. Excellent communication and customer service skills are crucial, along with a passion for helping others navigate their tax returns.

Qualifications

• Must possess strong tax preparation experience and extensive knowledge of tax laws.
• 3+ years experience preparing individual 1040 tax returns using commercial tax preparation software.
• Excellent verbal and written communication skills.

Responsibilities

• Provide expert guidance to customers using TurboTax products.
• Help customers prepare taxes through video communication.
• Document customer interactions effectively.

Skills

Tax preparation experience

Communication skills

Customer service skills

Critical thinking

Bilingual (English / Spanish)

Education

Active unrestricted CPA / EA / Practicing Attorney

Active PTIN

Tools

TurboTax software

SmartLook video communication software

Job description

A global financial platform company is seeking a motivated individual for a seasonal tax preparation role. This position involves assisting customers with their taxes using TurboTax products via video communication. Candidates must hold an unrestricted CPA, EA, or equivalent credential and have extensive tax preparation experience. Excellent communication and customer service skills are crucial, along with a passion for helping others navigate their tax returns.