Tax Professional with Expertise in Personal Tax Returns

4 days ago

Peterborough County and North Hastings County Lakefield, Canada Intuit Full time

At Intuit, we are looking for a highly motivated and experienced tax professional to join our team. As a Tax Professional with Expertise in Personal Tax Returns, you will play a crucial role in providing expert guidance and support to our customers as they navigate the TurboTax Live experience.

About the Role

This is a remote position that requires minimal travel. You will be responsible for providing tax guidance for personal tax returns, collaborating with customers to prepare and/or review their tax return, researching and troubleshooting tax and technical questions, and providing full-service experiences to prepare, review, and file customer returns with the CRA.

We are seeking an individual with a strong background in tax preparation, excellent communication skills, and the ability to work effectively in a remote environment. If you have a passion for delivering exceptional customer experiences and are looking for a challenging and rewarding role, we encourage you to apply.

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
Requirements

To be successful in this role, you will need:

  • A minimum of 3+ years of paid professional tax preparation experience utilizing professional tax preparation software
  • A 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
  • 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
Benefits

As a member of our team, you will receive a competitive compensation package with a strong pay-for-performance rewards approach. The expected base pay range for this position is $20.30/hour - $25.50/hour. This position will be eligible for a cash bonus, equity rewards, and benefits, in accordance with our applicable plans and programs.

Our compensation philosophy is centered around fairness and equity. We conduct regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees.

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