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Tax Expert Lead

2 months ago

Québec, Quebec, Canada eFinancialCareers Full time
{"title": "Tax Expert Lead", "content": "Job Summary

We are seeking a highly motivated and experienced Tax Expert Lead to join our team. As a Tax Expert Lead, you will provide timely and accurate tax advice to our team of experts during tax season. You will also assist managers with team responsibilities, teach experts how to research and troubleshoot tax and technical questions, and prepare and deliver training materials to be shared with experts.

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
  • Handle customer contacts that are complex and/or challenging
  • 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
  • Knowledge/experience preparing Quebec Tax (TP1) returns is considered an asset
  • Bilingual proficiency (English and French + read, write, speak) is considered a strong asset
About Us

We are a leading provider of tax preparation software in Canada. Our team is dedicated to providing exceptional customer service and support to our customers. We are committed to creating a positive and inclusive work environment that fosters growth and development.

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