Remote Tax Preparer

Summary

Join Wealthsimple's Tax Expert service as a motivated and experienced tax preparer to file personal tax returns for clients, utilizing professional tax software and collaboration tools.

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 - You provide accurate and situation specific advice in order to maximize a client’s tax return
• Technically savvy - You have used professional tax software, along with collaboration software, 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, self-starter 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

• Communicate directly with Wealthsimple clients to compile their tax documents and file their T1 Personal Tax returns using a professional tax software
• Review returns prior to Efile 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 (Google Meet, Zoom, etc). Follow-ups via email 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
• HSA and GRSP match
• OT + Incentives during peak periods
• Predictable (AND flexible) work schedule