Seasonal Tax Preparer

August 28

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Wealthsimple

WebsiteLinkedInAll Job Openings

wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor

501 - 1000

💰 Private Equity Round on 2021-05

Description

• 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

Requirements

• 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 RRSP over-contribution reporting will be considered an asset • Prior experience with 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 • Tax Preparer certification is a strong asset • Bilingual, in both English and French, is a welcome asset • Prior filing experience using Wealthsimple Tax is an 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!