Virtual Seasonal Tax Pro - CPA/EA/Attorney

CB Canada; Winnipeg; Remote; CAD 40,000 - 60,000; Part time

Job summary

A leading financial platform company is seeking a seasonal tax professional in Canada to assist customers with their tax returns using TurboTax. The ideal candidate will have an active CPA or EA credential and strong communication skills. This customer-facing role involves providing tax advice and support through video communication software. Candidates should possess 3+ years of tax preparation experience and be proficient with technology.

Qualifications

• 3+ years of recent experience preparing federal and state individual 1040 tax returns.
• Must possess or be able to obtain required state licenses and permits.
• Audit experience with IRS or state tax authorities is a plus.

Responsibilities

• Provide tax advice and assist TurboTax customers in preparing returns.
• Document customer interactions using video communication.
• Leverage resources to deliver accurate tax guidance.

Skills

Strong customer service skills

Excellent verbal and written communication skills

Bilingual (English / Spanish)

Critical thinking and problem solving

Proficient with technology

Education

Active CPA, EA, or Practicing Attorney credential

Active PTIN (Preparer Tax Identification Number)

Tools

Commercial tax preparation software

Video communication software (SmartLook)

Job description

A leading financial platform company is seeking a seasonal tax professional in Canada to assist customers with their tax returns using TurboTax. The ideal candidate will have an active CPA or EA credential and strong communication skills. This customer-facing role involves providing tax advice and support through video communication software. Candidates should possess 3+ years of tax preparation experience and be proficient with technology.