Seasonal Part Time Personal Tax Filer Associate (Remote)
Description
A Tax Professional is looking for a personal tax filing associate. The successful candidate will be working remotely during the tax season 2024.
The ideal candidate should have a good mathematical skills and be able to work independently with minimal guidance and possess excellent communication skills. This is an excellent opportunity for a motivated individual to work with an experienced tax professional and make a positive impact on our clients
You should have a track record of strong problem-solving ability, an urge to help people, and the willingness to take responsibility for projects in their care. The ideal candidate has hands-on experience as a tax preparer, or tax training plus experience in a customer service role.
This opportunity is available as 100% work-from-home, with some flexibility in determining your hours. No In Person Client meetings are held. No members of the public enter our offices, and you will be able to carry out most of your responsibilities remotely. This is an ideal role for someone who is remi-retired or retired, however, others would also be considered for this role as its a seasonal job role (Feb to June) and not a full year job.
The following duties would be expected
The ideal candidate should have a good mathematical skills and be able to work independently with minimal guidance and possess excellent communication skills. This is an excellent opportunity for a motivated individual to work with an experienced tax professional and make a positive impact on our clients
You should have a track record of strong problem-solving ability, an urge to help people, and the willingness to take responsibility for projects in their care. The ideal candidate has hands-on experience as a tax preparer, or tax training plus experience in a customer service role.
This opportunity is available as 100% work-from-home, with some flexibility in determining your hours. No In Person Client meetings are held. No members of the public enter our offices, and you will be able to carry out most of your responsibilities remotely. This is an ideal role for someone who is remi-retired or retired, however, others would also be considered for this role as its a seasonal job role (Feb to June) and not a full year job.
The following duties would be expected
- Understand Canadian tax laws and regulations.
- Keep up to date with changes in tax laws.
- Provide advice on tax matters.
- Handle client calls via phone or video chat and providing them support for tax filing.
- Provide advice on tax-related matters.
- Analyze financial information to determine the best tax strategies for clients.
- Choose to work between 20-30hrs per week initially or 30+ if you have good prior experience.
Requirements
Must have
- Experience working with any prior accounting and tax software asset
- Knowledge of personal tax fundamentals (e.g., completing tax returns with T4 slips, RRSP contributions, medical and childcare receipts) is essential to start.
- The ideal candidate should have hands-on experience as a tax preparer, or have experience in a customer service role.
- Minimum of 1-2 years of Personal Tax Return (T1) filing experience.
- T1 tax preparation knowledge a must.
- A pleasant & professional voice over the phone
- H&R Block - Personal Tax Filing Training
An Asset to have
- Customer service and/or client service experience is considered an asset
- Candidates should have a track record of strong problem-solving ability, an urge to help people, and the willingness to take responsibility for projects in their care.
- Must be proficient in the English (verbal and written). Hindi & Punjabi (verbal) languages would be an asset.
- Strong MS office and Keyboard skills.
- Excellent written and verbal communication skills
- Motivated to work in a fast-paced environment
- Takes initiative and is a proactive problem solver
Benefits
- Flexible schedule
- Work from home
- Living Benefits (optional & paid)
(Also check for a related opportunity along with this GET TRAINED TO BECOME A CANADIAN PROFESSIONAL PERSONAL / SELF EMPLOYED TAX PREPARER)
