Tax Expert

2 months ago


Winnipeg, Manitoba, Canada CB Canada Full time

{"h1": "Tax Professional Job Description", "p": "At CB Canada, we're seeking a highly motivated Tax Professional with an active unrestricted credential and excellent communication skills to help our customers complete their taxes using Intuit TurboTax products.", "ul": [{"li": "Provide expert guidance and explanations of tax and technical terms to our customers."}, {"li": "Help TurboTax customers with tax advice, product/software inquiries, and tax calculations."}, {"li": "Create high-quality customer interactions and experiences that instill confidence using deep customer empathy and expertise in the field of tax preparation."}, {"li": "Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language."}, {"li": "Document customer interactions."}], "h2": "Requirements", "ul": [{"li": "Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws."}, {"li": "3 or more years of recent experience preparing federal and state individual tax returns for clients/customers, using commercial tax preparation software."}, {"li": "Working knowledge of tax laws and regulations."}, {"li": "Proficient with technology; solid knowledge of computer operations and software."}, {"li": "Strong customer service skills - ability to interact with customers in a way that is professional, friendly and reassuring."}, {"li": "Excellent verbal and written communication skills."}, {"li": "Ability to work in a fast-paced environment with minimal supervision."}, {"li": "Critical thinking, problem-solving, research skills and determination."}, {"li": "Bilingual (English/Spanish) communication skills (written & spoken) a plus."}]


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