Work From Home Tax Expert – Canada

Overview

Ready for a new seasonal opportunity with the #1 tax software company in Canada?

If you have experience as a tax professional, are highly motivated and have excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and support to our customers. You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

TurboTax is the #1 best-selling brand of tax preparation software in Canada. Year over year, Intuit has been recognized as a best employer and is consistently ranked on Fortune’s “100 Best Companies to Work for” and Fortune World’s “Most Admired Software Companies” lists.

What you’ll bring

Minimum 3+ years’ paid professional tax preparation experience, using professional tax preparation software

Minimum of 125 tax returns prepared, per tax season for the last 3 years

Experience preparing and supporting a variety of federal and provincial returns for individuals, including student, pension, self-employed, rental property, investments, and foreign income

Experience preparing & filing E2E customer personal returns, including employment, self-employment, rental, investments, T1135, foreign income and all credits/deductions

Working knowledge of tax laws and tax concepts, superior critical thinking, and problem- solving skills

Highly technical and comfortable with Windows and mobile platforms, as well as G-suite applications (Docs, Sheets, etc.)

Excellent written and verbal communication skills

Flexibility in availability/schedule

Bilingual proficiency (English and French, read/write and speak) is considered an asset

Experience preparing Quebec tax (TP1) returns considered an asset

Experience providing support in a contact center environment is considered an asset

For internal use: tst CAN

How you will lead

Provide tax guidance for personal tax returns in a remote, seasonal and customer facing position

Collaborate with customers to prepare or review their tax return to ensure the return is compliant and accurate, by providing tax guidance and/or tax preparation services

Research and troubleshoot tax questions; communicate directly with customers by answering specific tax questions (written & oral)

Provide a Full Service experience to prepare, review and file customers returns with the CRA and/or assist customers as they prepare their own tax return with tax advice, tax preparation and guidance on required documents for the CRA

Research tax regulations to provide accurate advice on how to maximize customer’s tax return

Create high-quality customer interactions and experiences that instill confidence using deep customer empathy, and your in-depth tax knowledge and expertise

Proactively seek out and deliver the right answer for each customer by utilizing and government websites, professional resources, and team expertise and translating into everyday language for customers

Apply defined practices, procedures and company policies to troubleshoot and resolve customer inquiries