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Tax Expert Lead
2 months ago
We are seeking a highly motivated and experienced Tax Expert Lead to join our TurboTax Live team. As a Tax Expert Lead, you will be responsible for providing timely and accurate tax advice to our team of Experts during tax season.
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
- 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
Intuit is the #1 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".