Remote Seasonal Tax Expert

Summary

Join Wealthsimple's Tax Expert service for the upcoming tax filing season as a motivated and experienced tax expert or preparer. Provide 1-1 tax guidance to clients, review returns, research complex tax scenarios, and share insights to improve the client experience.

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

Responsibilities

• Provide 1-1 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 1-1 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

Benefits

• Paid, full time hours, with HSA and GRSP match, starting day one of your contract
• OT + Incentives during peak periods
• Predictable (AND flexible) work schedule