Bilingual Tax Consultant
1 week ago
Remote - Canada
If you are a driven and knowledgeable tax consultant with exceptional communication abilities, we invite you to assist our clients in completing their tax filings using Intuit TurboTax solutions.
Your Role
You will contribute to our mission of "Powering Prosperity Around the World" by offering expert advice and support to clients as they navigate the TurboTax Live platform.
Your efforts will be vital in enhancing our reputation by ensuring customer satisfaction and empowering them to manage their tax obligations effectively.
About TurboTax
TurboTax is recognized as the leading brand of tax preparation software in Canada. Intuit has been consistently acknowledged as one of Fortune's "100 Best Companies to Work For" and one of the "Most Admired Software Companies" globally.
Qualifications
- A minimum of 3 years of professional tax preparation experience using tax software.
- At least 125 tax returns completed per tax season over the past three years.
- Proficient in preparing and filing comprehensive personal tax returns covering various topics, including employment, self-employment, rental income, investments, T1135, foreign income, and all applicable credits/deductions.
- A current and active CRA RepID to utilize the CRA Represent a Client service.
- Strong understanding of tax regulations and concepts.
- Excellent analytical and problem-solving capabilities.
- Outstanding written and verbal communication skills.
- Comfortable with technology, including Windows, Mac, mobile platforms, and G-suite applications (Google Docs, Google Sheets, etc.).
- Flexible availability and scheduling.
- Strong customer service and experience focus.
- Knowledge of Quebec Tax (TP1) returns is an asset.
- Bilingual proficiency in English and French (reading, writing, speaking) is a significant advantage.
- Experience in a contact center environment is a plus.
Key Responsibilities
- Provide tax guidance for personal tax returns in a remote, seasonal, customer-facing role.
- Collaborate with clients to prepare and/or review their tax returns, ensuring accuracy and compliance through expert guidance and preparation services.
- Research and resolve tax-related inquiries while communicating directly with clients to address specific tax or technical questions (both written and oral).
- Deliver a comprehensive service experience to prepare, review, and file client returns with the CRA, or assist clients with tax advice and guidance on necessary documentation as they prepare their own returns.
- Investigate tax regulations to provide precise advice on maximizing clients' tax returns.
- Create high-quality interactions and experiences that build confidence through deep customer empathy and your extensive tax knowledge and expertise.
- Proactively seek and deliver accurate answers for each client by utilizing government resources, professional tools, and team expertise, translating that information into accessible language for clients.
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