Wealthsimple is hiring a
Seasonal Tax Expert

Summary

The job is for a Tax Expert in Wealthsimple's Tax Expert service, helping clients with their tax filings. The role offers competitive salary, retirement savings matching plan, generous PTO, and access to various employee resource groups. Remote work is required using collaboration software.

Requirements

• Possesses a passion and energy for helping people file taxes
• Has a deep understanding of the ins and outs of Canadian taxes. You know how to file tax returns, what goes into preparing tax returns, and more importantly, know how to explain these concepts simply
• Researches tax rules and regulations regularly, and provides accurate advice in order to maximize client’s tax return
• Technically savvy - You have used collaboration software (Google Meet, Zoom, etc) and managed a daily schedule of appointments. More specifically, you have the ability and knowledge to navigate multiple online applications simultaneously to deliver effective and actionable solutions for clients and yourself
• Thrives in a fast-paced, collaborative environment. You’re a trusted team member and professional who can manage a schedule and workload with a positive mindset. It’s important you take pride in your work and all of your interactions, and display ownership for your client’s experience
• Communicates with clear and concise details. Your written and verbal communication is focused on ensuring efficient, accurate, and precise guidance
• 3+ years professional tax preparation experience
• 75+ Canadian T1 personal tax returns prepared per tax year, for the last 3 years
• Must have experience preparing and reviewing tax returns that include self-employment income, rental income, investments, cryptocurrency, and foreign income (T1135)
• Experience handling RRSP over-contribution reporting will be considered an asset
• Prior experience with GST/HST returns is considered an asset
• Comfortable with collaboration software and remote work. This is a 100% remote position using a variety of online software and tools to engage with the client
• Adept at using professional tax preparation software in prior roles
• Tax Preparer certification is a strong asset

Responsibilities

• Provide 1-on-1 tax guidance to Wealthsimple clients as they prepare and submit personal tax returns through Wealthsimple Tax
• Review returns prior to NETFILE submission
• Research complex tax scenarios and offering opinions based on the CRA Tax Code, to maximize the client’s tax return
• Answer various tax related questions to ensure accurate and impactful information is being provided by the client
• Share tax knowledge with your team of tax professionals by being a point of contact for tax questions, clarifications, or complex tax scenarios
• Provide confidence inspiring 1-on-1 service primarily online using collaboration software. Follow-up email support is also required
• Assist with Audit Protection tickets as needed
• Capture and share insights to improve the end to end client experience

Preferred Qualifications

Bilingual, in both English and French, is a welcome asset

Benefits

• Competitive salary
• Retirement savings matching plan using Wealthsimple Work
• Generous PTO offerings
• A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)