Remote Otter LogoRemoteOtter

Associate, Client Experience Tax Support - Bilingual - Remote

Posted Yesterday
Customer Service
Full Time
CA

Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. The ideal candidate will excel in a dynamic, solutions-oriented environment where deep tax knowledge meets exceptional client experience.

In Short

  • Resolve complex and escalated tax scenarios that require specialized knowledge.
  • Provide authoritative guidance on sophisticated tax situations.
  • Troubleshoot and document advanced technical issues with tax software.
  • Create educational resources to explain complex tax concepts.
  • Mentor and support L1/L2 agents through knowledge sharing.
  • Research and interpret CRA/RQ regulations.
  • Identify systemic issues and recommend process improvements.
  • Develop specialized expertise in particular tax areas.
  • Maintain service levels during high-volume periods.
  • Document complex cases for future reference.

Requirements

  • 2+ years of customer support experience.
  • Advanced understanding of Canadian personal taxation concepts.
  • Experience resolving complex technical issues.
  • Experience with tax software systems.
  • Strong research skills with CRA/RQ guidelines.
  • Excellent written communication skills.
  • Proven problem-solving abilities.
  • Experience mentoring or training other team members.
  • Ability to maintain composure under stress.
  • Educational mindset for turning tax situations into learning opportunities.

Benefits

  • Collaborative and inclusive work environment.
  • Opportunity to make an impact with groundbreaking ideas.
  • Access to advanced tax knowledge and training.
  • Supportive team culture focused on personal and professional growth.
  • Opportunity to work with a leading fintech company.
Wealthsimple logo

Wealthsimple

Wealthsimple is a leading fintech company based in Canada, dedicated to helping individuals achieve financial freedom through innovative and accessible financial services. With a mission to simplify money management, Wealthsimple leverages smart technology to transform traditionally complex and costly financial services into transparent and affordable solutions. Serving over 4 million users and managing more than $50 billion in assets, the company fosters a collaborative and inclusive work environment, encouraging talented individuals to contribute to its groundbreaking ideas and high-performing teams. Wealthsimple is committed to diversity, equity, and inclusion, ensuring that its products cater to a diverse world.

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