Seasonal Tax Expert - Remote

Overview

Wealthsimple is seeking motivated and experienced tax preparers to guide clients through their tax filing journey, ensuring accurate and friendly support while maximizing tax returns.

In Short

• Provide personalized 1-1 tax guidance to clients.
• Review returns prior to NETFILE submission.
• Research complex tax scenarios.
• Answer tax questions for clients.
• Engage in client support using Google Meet.
• Share and learn tax knowledge with the team.
• Assist with Audit Protection tickets as needed.
• Work full time hours with benefits starting from day one.
• Enjoy predictable and flexible work schedules.
• Be part of a highly rated client satisfaction service.

Requirements

• 3+ years of professional tax preparation experience.
• In-depth experience with complex Canadian T1 tax returns.
• Adept at using professional tax preparation software.
• Experience with Wealthsimple Tax is an asset.
• Strong communication skills, both written and verbal.
• Ability to research tax rules and provide accurate advice.
• Experience using collaboration software like Google Meet and Zoom.
• Ability to manage a daily schedule of appointments.
• Clear understanding of Canadian tax filing processes.
• Ability to explain tax concepts simply.

Benefits

• Health Spending Account and Group Retirement Savings Plan match.
• Overtime and incentives during peak periods.
• Flexible work schedule.
• World-class client satisfaction ratings.
• Supportive and inclusive team environment.