Virtual Seasonal Tax Pro - CPA/EA/Attorney

CB Canada; Edmonton; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial platform company is seeking a motivated individual to assist customers with tax preparation using TurboTax. Candidates should have an active EA, CPA, or Attorney credential and strong communication skills. The role is seasonal and virtual, focusing on delivering quality customer service while guiding clients through their tax returns. Experience in tax preparation and technological proficiency are essential. Bilingual skills are a plus. A dedicated internet connection is required.

Qualifications

• Must possess active PTIN (Preparer Tax Identification Number).
• 3+ years of experience preparing federal and state individual tax returns.
• Bilingual (English / Spanish) skills are a plus.

Responsibilities

• Help customers with tax advice and return preparation.
• Create high-quality customer interactions.
• Document customer interactions.

Skills

Tax preparation experience

Excellent communication skills

Customer service skills

Proficient with technology

Critical thinking and problem solving

Education

Active unrestricted credential (EA, CPA, or Practicing Attorney)

Job description

A leading financial platform company is seeking a motivated individual to assist customers with tax preparation using TurboTax. Candidates should have an active EA, CPA, or Attorney credential and strong communication skills. The role is seasonal and virtual, focusing on delivering quality customer service while guiding clients through their tax returns. Experience in tax preparation and technological proficiency are essential. Bilingual skills are a plus. A dedicated internet connection is required.