Wealthsimple is hiring a
Seasonal Tax Preparer

Summary

The job is for a Tax Preparer at Wealthsimple, a Canadian fintech company with over 3 million users. The role involves preparing and filing personal tax returns for clients, communicating with them to compile documents, and providing accurate tax advice based on the CRA Tax Code.

Requirements

• Possesses a passion and energy for helping people file taxes
• Has a deep understanding of the ins and outs of Canadian taxes
• Researches tax rules and regulations regularly
• Technically savvy - You have used professional tax software, along with collaboration software, and managed a daily schedule of appointments
• Thrives in a fast-paced, collaborative environment
• Communicates with clear and concise details
• 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, including filing T1135
• Experience handling 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

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

Preferred Qualifications

• Tax Preparer certification is a strong asset
• Bilingual, in both English and French, is a welcome asset

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
• Client satisfaction is world class. Our clients love to speak with you about their tax needs!
• 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)