TurboTax Live Seasonal Tax Expert Lead

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

Job ID 2024-53048

Get Started

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

About This Role

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

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is PEI $27.90/hour - $31.70/hour, BC $27.90/hour - $31.70/hour, Nova Scotia $27.90/hour - $31.70/hour. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Award-winning culture, best-in-class benefits

Culture and values

Intuit's company culture is rooted in our core values, which promote an innovative and inclusive environment where diverse perspectives and new ideas are celebrated.

More about Intuit life

Benefits we offer

People who give their best deserve the best in return. We offer rewards that include everything you’d expect, and even more that you wouldn’t. Enjoy the best in class perks and benefits at Intuit.

More about our benefits

Hiring process

From set-up to sign-off, everything you need to know for a successful interview with Intuit, including how to request reasonable interview accommodations.

More about our hiring process

Our culture and entrepreneurial spirit have earned us a spot on “Best Companies to Work For” lists year after year. Join us in our mission to power prosperity around the world.

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.