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Tax Expert

2 months ago


Miramichi, Canada Intuit Full time
Job Title: Tax Expert

Join Intuit as a Tax Expert and play a crucial role in helping our customers complete their taxes using Turbo Tax products.

About the Role

We are seeking a highly motivated and experienced tax professional to provide expert guidance and support to our customers as they navigate the Turbo Tax 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
  • Research and troubleshoot tax and technical questions while communicating directly with customers
  • 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
  • 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 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 Rep ID (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
Preferred Qualifications
  • 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

This is a remote role; no travel is required.