Virtual Seasonal Tax Pro - CPA/EA/Attorney

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

Job summary

A financial platform company in Canada seeks a seasonal virtual tax advisor to assist customers with tax return preparation. Candidates should possess an active credential such as EA, CPA, or Practicing Attorney, with at least 3 years of experience in tax preparation and strong communication skills. This role requires proficiency with tax software and the ability to deliver excellent customer service through video communication tools.

Qualifications

• Minimum of 3 years recent experience preparing federal and state individual tax returns.
• Must possess active Preparer Tax Identification Number (PTIN).
• Willingness to obtain related state licenses or certificates if necessary.

Responsibilities

• Provide tax advice and assist customers with tax return preparation.
• Create quality customer interactions using video communication.
• Document interactions and follow defined procedures to resolve inquiries.

Skills

Strong tax preparation experience

Excellent communication skills

Customer service skills

Critical thinking

Proficient with technology

Bilingual (English/Spanish)

Education

Active unrestricted credential (EA, CPA, Practicing Attorney)

Tools

Commercial tax preparation software

SmartLook video communication software

Job description

A financial platform company in Canada seeks a seasonal virtual tax advisor to assist customers with tax return preparation. Candidates should possess an active credential such as EA, CPA, or Practicing Attorney, with at least 3 years of experience in tax preparation and strong communication skills. This role requires proficiency with tax software and the ability to deliver excellent customer service through video communication tools.