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Job Details
2024-53048 -

TurboTax Live Seasonal Tax Expert Lead

Location(s): Available to work remotely throughout Canada, including these locations
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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
Go to Glassdoor Website

About This Role

As a Tax Expert with Intuit you'll work directly with clients to prepare their tax return, provide tax guidance, and help troubleshoot their tax questions. This is a virtual, seasonal, and client facing position in which you'll have access to our virtual tools and resources, as well as opportunities to collaborate with experts and provide updates on assigned customers. At the end of the season we offer opportunities to work with us again for following seasons.

  • 3+ years paid professional tax preparation experience using professional tax preparation software
  • Experience providing support in a call center environment a plus
  • Experience preparing and supporting a variety of federal and provincial returns for individuals, including student, pension, self-employed, rental property, investments, and foreign income
  • Experience preparing & filing E2E client personal returns, including employment, self-employment, rental, investments, T1135, foreign income and all credits/deductions
  • Excellent written and communication skills
  • Bilingualism (English/French, read/write/speak) is a plus

Benefits

1/4

Employee Assistance Program

Product discounts and free copy of TurboTax Live

Free equipment for virtual offices

Flexible scheduling options

Company Overview

Intuit is a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

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”.

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

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
Gleb at work
Gleb Intuit employee
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
Morag at work
Morag Intuit employee
"It’s important to always strive for improvement, even if you’re already in a good place."
Alexandria at work
Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
Emily at work
Emily Intuit employee
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
Troy at work
Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Photo of Natalie
Natalie Intuit employee
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
Conrad at work
Conrad Intuit employee
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
Joylyn at work
Joylyn Intuit employee
"Designing at Intuit feels special because we're not just making things to make things. We're tackling real, consequential financial problems voiced by small businesses, self-employed, and individuals around the world. I'm grateful to have such a worthy and motivating mission when I go to work – powering prosperity around the world."
Conrad at work
Conrad Intuit employee
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
Alexandria at work
Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
Emily at work
Emily Intuit employee
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
Troy at work
Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Photo of Natalie
Natalie Intuit employee
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
Emily at work
Emily Intuit employee
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
Heather at work
Heather Intuit employee
"By feeding our customers' data through machine learning algorithms, we uncover valuable insights that empower millions of customers to feel more confident about their financial future."
Alexandria at work
Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
Troy at work
Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Jake at work
Jake Intuit employee
"We use the latest Native frameworks for iOS and Android to deliver a truly delightful mobile-first experience for our customers. I love that we're enabling millions of customers to improve their financial health, all under a world-class mobile experience."
Alexandria at work
Alexandria Intuit employee
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
Emily at work
Emily Intuit employee
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
Breaunna at work
Breaunna Intuit employee
"It's a great feeling knowing that when you push out a new feature or fix, our customers notice it and really love the work that we do! Here at Intuit, not only do we have the freedom to work with the newest technologies, but we value solving challenging financial problems for our customers above everything else."
Chelsia at work
Chelsia Intuit employee
"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."
Troy at work
Troy Intuit employee
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."

Hear from our employees

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