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Tax Preparer

2 months ago

Montreal, Quebec, Canada Intuit Full time


Tax Expert Lead

Tax Expert Lead

Join our team of TurboTax Live Experts as a Tax Expert Lead and help customers navigate through the TurboTax Live experience while assisting with technology. As a Tax Expert Lead, you will provide timely and accurate tax advice to Experts during tax season.

About the Role

This is a remote role that requires a highly motivated individual with significant paid professional tax preparation experience and excellent written and oral communication skills. You will be working with a team of Experts to provide exceptional customer service and experience.

Key Responsibilities
  • Provide timely and accurate tax advice to Experts during tax season
  • Assist Managers with team responsibilities, as needed
  • Help teach Experts how to research and troubleshoot tax and technical questions
  • Prepare and/or deliver training materials to be shared with Experts
  • Handle customer escalation calls and assist in resolution to deliver an exceptional customer experience
  • Review contacts, as needed, to ensure compliance with CRA and MRQ
Requirements
  • 5+ years of experience in a paid professional tax preparation role utilizing tax preparation software
  • Experience in a team leadership role in a professional tax preparation firm is a plus
  • Comprehensive knowledge of tax regulations and laws
  • Superior research, critical thinking and problem solving skills
  • Excellent written and verbal communication skills
  • Highly technical and comfortable with Windows, Mac, and mobile platforms, as well as G-suite applications (Google Docs, Google Sheets, etc.)
  • Flexibility in availability and scheduling
  • Strong customer service and customer experience acumen
  • Bilingual proficiency (English and French + read, write, speak) is considered a strong asset
About Intuit

Intuit is the best-selling brand of tax preparation software in Canada. We have consistently been recognized as one of Fortune's "100 Best Companies to Work for" and one of Fortune World's "Most Admired Software Companies".

What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package
  • A comprehensive benefits program