Tax Professional

4 weeks ago

Kelowna, British Columbia, Canada Intuit Full time
Job Summary

We are seeking a highly motivated and experienced tax professional to join our team at Intuit. As a Tax Preparer, you will play a critical role in providing expert guidance and support to our customers as they navigate the TurboTax Live experience.

Key Responsibilities
  • Provide tax guidance for personal tax returns in a remote, seasonal, and customer-facing position
  • Collaborate with customers to prepare and/or review their tax return to ensure accuracy and compliance by providing tax guidance and/or tax preparation services
  • Research and troubleshoot tax and technical questions while communicating directly with customers in order to answer specific tax or technical questions (written and oral)
  • Provide a Full Service experience to prepare, review, and file customer returns with the CRA and/or assist customers via tax advice and guidance on required documents as they prepare their own tax return
  • Research tax regulations to provide accurate advice on how to maximize customers' tax returns
  • Create high-quality customer interactions and experiences that instill confidence using deep customer empathy and your in-depth tax knowledge and expertise
Requirements
  • Minimum of 3+ years of paid professional tax preparation experience utilizing professional tax preparation software
  • Minimum of 125 tax returns prepared per tax season for the last 3 years
  • Experience preparing and filing end-to-end customer personal returns consisting of a variety of topics, including employment, self-employment, rental, investments, T1135, foreign income, and all credits/deductions
  • Have a current and active CRA RepID (representative identifier) to allow your use of the CRA Represent a Client service
  • Working knowledge of tax laws and tax concepts
  • Superior 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
  • Experience providing support in a contact center environment is considered an asset
About Intuit

Intuit has consistently been recognized as one of Fortune's "100 Best Companies to Work for" and one of Fortune World's "Most Admired Software Companies". We are committed to empowering our customers to take control of their financial lives and achieve their goals.

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