Junior Tax Analyst Programmer

Wealthsimple; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company that’s redefining financial services! As part of a dynamic team, you will play a crucial role in enhancing the tax filing experience for clients. You’ll analyze tax changes, manage your schedule, and collaborate with talented individuals to deliver exceptional client experiences. This innovative firm values simplicity, collaboration, and continuous improvement, making it an exciting place to grow your career. With a remote-first approach and a commitment to diversity, you’ll be part of a team that shapes the financial future for millions. Don't miss this chance to make a meaningful impact!

Benefits

Competitive Salary

Top-tier Health Benefits

Retirement Savings Matching

20 Vacation Days

Unlimited Sick and Mental Health Days

$1,500 Wellness Budget

90 Days Away Program

Employee Resource Groups

Company-wide Wellness Days Off

Qualifications

• Experience in preparing personal tax returns professionally, especially Québec returns.
• Ability to simplify complex tax issues for better understanding.

Responsibilities

• Analyze annual tax changes and implement them into our Tax product.
• Provide guidance on new features using tax knowledge.

Skills

Personal Tax Returns Preparation

Federal Personal Taxation Knowledge

Spreadsheet Proficiency

Javascript Basics

Excellent Writing Skills

Collaboration Skills

Ownership and Pride in Work

Job description

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About the team

Wealthsimple Tax is one of Canada’s largest and fastest growing tax platforms. Every year we help more than one million Canadians file their taxes, and we’re just getting started. The Tax team is a nimble and highly collaborative group focused on making the Tax filing experience better for all Wealthsimple clients. We’re like a startup within a startup - we move quickly to bring innovative ideas to life and are never satisfied with the status quo. We’re looking for a new member of our team to help us deliver excellent client experiences and continue disrupting the Canadian tax filing industry.

In this role, you will have the opportunity to:

• Analyze annual tax changes and implement them into our Tax product.
• Be involved with NETFILE and NetFile Québec certification processes.
• Use tax knowledge in providing guidance to the broader team when developing new features.
• Learn new things, and look for opportunities to make things better.
• Manage your own schedule and workload in a collaborative environment.

We’re looking for someone who:

• Has experience in preparing personal tax returns in a professional context; preparing Québec returns is a plus.
• Has a basic understanding of federal personal taxation.
• Is a spreadsheet whiz and is excited about learning a little Javascript; bonus points if you have any coding experience.
• Has the ability to take a complex tax issue and make it simple for people to understand.
• Is an excellent writer, being clear and concise.
• Thrives in a fast-paced, collaborative environment.
• Takes pride in their work and has a strong sense of ownership.
• Understands what it takes to work remotely and is willing to travel occasionally.

Nice to haves:

• Bilingual or functionally fluent in French.
• Coding experience.

Application deadline:May 12th @ 12pm ET

Why Wealthsimple?

Competitive salary with top-tier health benefits and life insurance

Retirement savings matching plan using Wealthsimple Work

20 vacation days per year and unlimited sick and mental health days

Up to $1,500 per year towards wellness and professional development budgets respectively

90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.