Virtual Seasonal Tax Pro - CPA/EA/Attorney

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

Job summary

A leading financial platform company in Ottawa seeks a tax expert to assist customers with TurboTax products. The role requires an active EA/CPA credential, strong customer service skills, and the ability to communicate effectively through video. Ideal candidates will have over three years of tax preparation experience, proficiency in technology, and critical thinking skills. This seasonal, virtual role offers flexibility and a focus on enhancing customer satisfaction.

Qualifications

• Must have strong knowledge of tax laws related to federal and state tax returns.
• 3+ years of recent experience preparing 1040 tax returns.
• Proficient with technology and computer operations.

Responsibilities

• Provide tax advice and assistance with tax return preparation.
• Engage customers using video communication tools.
• Document customer interactions and provide high-quality customer experiences.

Skills

Tax preparation experience

Excellent communication skills

Customer service skills

Bilingual (English / Spanish)

Critical thinking

Problem solving

Education

Active unrestricted credential (EA / CPA / Practicing Attorney)

Tools

Commercial tax preparation software

SmartLook video communication software

Job description

A leading financial platform company in Ottawa seeks a tax expert to assist customers with TurboTax products. The role requires an active EA/CPA credential, strong customer service skills, and the ability to communicate effectively through video. Ideal candidates will have over three years of tax preparation experience, proficiency in technology, and critical thinking skills. This seasonal, virtual role offers flexibility and a focus on enhancing customer satisfaction.