Senior Tax Analyst Programmer

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

Job summary

Join a forward-thinking fintech company on a mission to simplify financial management for everyone. As part of the dynamic Wealthsimple Tax team, you will lead certification processes and enhance the tax filing experience for clients. This role offers a unique opportunity to innovate within a collaborative environment, ensuring that complex tax issues are simplified for users. With a commitment to diversity and inclusion, you'll thrive in a culture that values your contributions and encourages personal growth. Help shape the future of finance while enjoying competitive benefits and a remote-first work model.

Benefits

Competitive salary

Top-tier health benefits

Retirement savings matching

20 vacation days per year

Unlimited sick days

Wellness budget

90 days away program

Employee Resource Groups

Company-wide wellness days

Qualifications

• Experience leading CRA and Revenu Québec certification processes.
• Deep understanding of federal personal taxation and tax return preparation.

Responsibilities

• Lead NETFILE certification processes and analyze tax changes.
• Collaborate with Product and Engineering teams to enhance features.

Skills

Federal personal taxation

Tax return preparation

Spreadsheet proficiency

JavaScript basics

Clear writing

Team leadership

Problem-solving

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:

• Help lead the NETFILE and/or NetFile Québec certification processes.
• Analyze annual tax changes and implement them into our Tax product.
• Use tax knowledge in providing guidance to the broader team when developing new features.
• Engage with Product and Engineering teams to bring ideas to life.
• Learn new things, and look for opportunities to make things better.

We’re looking for someone who:

• Has experience working on and leading teams to successfully achieve CRA and Revenu Québec certification.
• Brings a deep understanding of federal personal taxation.
• Has experience preparing personal tax returns in a professional context.
• Is a spreadsheet whiz and excited about learning a little JavaScript.
• Has the ability to take a complex tax issue and make it simple for people to understand.
• Is a clear and concise writer.
• Thrives in a fast-paced, collaborative environment.
• Takes pride in their work and has a strong sense of ownership.

Nice to haves:

• Experience preparing Québec returns.
• 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.