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TurboTax Live Seasonal Tax Expert Lead

Location(s) Available to work remotely throughout Canada, including these locations

Job ID 2024-53048

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Overview

Ready for a new seasonal opportunity with the #1 tax software company in Canada?

If you have experience as a tax professional, are highly motivated and have excellent communication skills, then we need you to help our clients complete their taxes using Intuit TurboTax products. You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and support to our clients. You will also play an important role in our effort to enhance our brand by delighting our clients and empowering them to prepare their taxes.

To apply just click Get Started and fill out our short application form.

At a Glance

  • Ability to create additional income
  • 92% of tax experts return each year
  • Flexible Scheduling Options
  • Glassdoor Reviews and Company Rating

As a Tax Expert Lead, you'll provide accurate tax advice to Experts during tax season, assist Managers with team responsibilities, and prepare/troubleshoot tax training and customer escalation calls. You'll ensure a top-notch customer experience and compliance with CRA and MRQ regulations. If you are a collaborative problem solver who approaches change positively and flexibly, we invite you to apply for this position. This is a fully remote position that requires no travel. At the end of the season we offer opportunities to work with us again for following seasons.

  • 5+ years of experience in a paid professional tax preparation role utilizing tax preparation software
  • Comprehensive knowledge of tax regulations and laws
  • Excellent written and communication skills
  • Willing to work hours outside of a normal schedule as needed during our peak season from February to early May
  • Knowledge/experience preparing Quebec Tax (TP1) returns is considered an asset
  • Bilingual proficiency (English and French + read, write, speak) is considered a strong asset

Benefits

  • Employee Assistance Program

  • Product discounts and free copy of TurboTax Live

  • Free equipment for virtual offices

  • Flexible scheduling options

Responsibilities

Company Overview

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

What is your favorite part about working at Intuit?

Job Overview

Canada (Remote)  

If you're a highly motivated individual with significant paid professional tax preparation  experience and excellent written and oral communication skills, we need your help supporting our team of TurboTax Live Experts. Our Experts help customers while they are navigating through the TurboTax Live experience and assist with technology.  

TurboTax is the #1 best-selling brand of tax preparation software in Canada. Intuit has consistently been recognized as one of Fortune’s “100 Best Companies to Work for” and one of Fortune World’s “Most Admired Software Companies”.

Responsibilities

  • Provide timely and accurate tax advice to Experts during tax season 
  • Assist Managers with team responsibilities, as needed 
  • Help teach Experts how to research and troubleshoot tax and technical questions 
  • Prepare and/or deliver training materials to be shared with Experts 
  • Handle customer escalation calls and assist in resolution to deliver an exceptional customer experience 
  • Handle customer contacts that are complex and/or challenging 
  • Review contacts, as needed, to ensure compliance with CRA and MRQ 

Team/Leadership Skills:

  • Demonstrate a sincere desire for a quality Expert and customer experience 
  • Display a flexible team player attitude 
  • Promote and foster a positive and inclusive work environment 
  • Approach change in a positive and flexible manner
  • Collaborative approach to problem solving

Analytical Skills: 

  • Able to research, analyze, and determine an appropriate course of action in a variety of  situations 
  • Able to utilize various resources to provide accurate tax and technical support to Experts
  • Excellent numerical, abstract, and verbal reasoning skills 
  • Ability to solve complex problems while exercising good judgment

Qualifications

  • 5+ years of experience in a paid professional tax preparation role utilizing tax preparation software 
  • Experience in in a team leadership role in a professional tax preparation firm is a plus
  • Comprehensive knowledge of tax regulations and laws
  • Superior research, critical thinking and problem solving skills 
  • Excellent written and verbal communication skills 
  • Highly technical and comfortable with Windows, Mac, and mobile platforms, as well as G-suite applications (Google Docs, Google Sheets, etc.) 
  • Flexibility in availability and scheduling 
  • Strong customer service and customer experience acumen
  • Knowledge/experience preparing Quebec Tax (TP1) returns is considered an asset 
  • Bilingual proficiency (English and French + read, write, speak) is considered a strong asset  
  • This is a remote role; no travel is required

 

For internal use: tst CAN lead

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EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

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