Virtual Seasonal Tax Pro - CPA/EA/Attorney

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

Job summary

A leading financial platform company is seeking a tax professional with active certification to provide expert guidance on tax returns using TurboTax products. You will engage with customers through video communication, offering tailored support and enhancing their tax preparation experience. Candidates must have significant tax preparation experience and exceptional customer service skills. This seasonal role offers the chance to impact customer satisfaction positively.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney required.
• 3+ years of experience preparing individual 1040 tax returns.
• Strong problem-solving and critical thinking skills.

Responsibilities

• Provide tax advice and assistance in tax return preparation.
• Utilize video communication software to interact with customers.
• Document customer interactions thoroughly.

Skills

Tax preparation experience

Communication skills

Customer service skills

Bilingual (English/Spanish)

Education

EA (Enrolled Agent) or CPA (Certified Public Accountant)

Tools

Commercial tax preparation software

Video communication tools

Job description

A leading financial platform company is seeking a tax professional with active certification to provide expert guidance on tax returns using TurboTax products. You will engage with customers through video communication, offering tailored support and enhancing their tax preparation experience. Candidates must have significant tax preparation experience and exceptional customer service skills. This seasonal role offers the chance to impact customer satisfaction positively.