Seasonal tax expert, TurboTax

Overview

Intuit is a global financial technology platform that empowers the people and communities we serve to thrive. With approximately 100 million customers worldwide using products like TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe everyone should have the opportunity to prosper. We relentlessly seek innovative ways to make that goal a reality.

Responsibilities:

• As part of your role, you will assist our clients in completing their tax returns using Intuit's TurboTax software. By providing tax advice, reviewing personal tax returns for self-filing clients, offering a full tax preparation service, and handling product and software inquiries, you will help accelerate our goal of contributing to prosperity worldwide.
• You will use government websites, professional resources and your team's expertise to find and provide the right answer to the client in terms they will understand.
• This is a virtual, client-facing role. You will use our state-of-the-art video communication software to interact with clients and will document your interactions to maintain accurate records.

Responsibilities:

• In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax guidance and reviewing personal tax returns for customers completing their tax return on their own, full service return preparation, and managing product/software inquiries, you will be working toward accelerating our goal of Powering Prosperity Around the World.
• You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer in terms they will understand.
• This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document your interactions to maintain accurate records.

Requirements:

• As a tax expert, you have at least 2 years of paid experience in preparing tax returns.
• • You will be asked to provide your CRA Rep ID (Representative Identifier) ​​to enable you to use the CRA Represent a Client service after your onboarding.
• You have experience using professional tax software to prepare and file personal income tax returns, including returns with complex elements such as employment, self-employment, rental income, investments, T1135 forms, foreign income, and various credits and deductions.
• You are passionate about helping clients navigate the complexities of taxation, and want to enhance our brand by impressing our clients and empowering them to prepare their tax returns.
• You possess excellent customer service skills and are enthusiastic about interacting with customers using video and audio tools in a professional, friendly, and confident manner.
• You must be available to work a flexible schedule for a minimum of 20 hours per week.

Qualifications:

• As a Tax Expert, you have a minimum of 2+ years of paid professional tax preparation experience.
• • You will be asked to provide your CRA RepID (representative identifier) ​​to allow your use of the CRA Represent a Client service upon successful onboarding.
• You have experience utilizing professional tax software to prepare and file personal tax returns, including those with complex elements such as employment, self-employment, rental income, investments, T1135 forms, foreign income, and various credits and deductions.
• You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
• You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• You must be willing and available to work a flexible schedule with a minimum of 20 hours per week.

• Experience in preparing corporate income tax returns (T2).
• Experience in preparing Quebec income tax returns (TP1).

• Experience preparing Business Tax (T2) Returns.
• Experience preparing Quebec Tax (TP1) Returns.

• Tax expertise: fundamental understanding of tax laws and concepts. Proven ability to seek additional learning opportunities to increase knowledge and stay informed about year-to-year tax changes.
• Effective communication: Uses oral and written communication skills to provide quality service when interacting with clients. Practices active listening to develop empathy and understand the client's difficulties.
• Complex problem solving: demonstrates a commitment to understanding customer issues and leveraging tools and resources to take full ownership of issues, and resolve or escalate them, as needed, to obtain additional support in a timely manner.
• Research/Ingenuity: Demonstrates curiosity and an interest in continuous learning. Confidently follows procedures and seeks out the necessary resources to provide appropriate solutions to all clients.
• Technical sense: demonstrates an interest in learning the tools required for the role and demonstrates basic problem-solving skills.

• Tax Expertise - Demonstrates a fundamental understanding of tax laws and concepts. Proven ability to seek out additional learning opportunities to increase knowledge and learn about year-over-year changes.
• Effective Communication - Uses written and verbal communication skills to provide quality service when speaking with customers. Practices active listening to develop empathy and understand customer pain points.
• Complex Problem Solving - Demonstrates commitment to understanding customer problems, leveraging tools and resources to take extreme ownership and solve or escalate as appropriate for additional support in a timely manner.
• Research / Resourcefulness - Demonstrates curiosity and interest in continuous learning. Confidently follows procedures and looks for resources to deliver suitable solutions for all customers.
• Technical Acumen - Shows interest in learning about the tools needed for the role and demonstrates basic ability to troubleshoot issues.