Seasonal Tax Expert (4 month contract)

About Wealthsimple

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $80 billion in assets.

Job Summary

We’re looking for motivated, upbeat, and experienced tax preparers to help guide Wealthsimple clients through their tax filing journey with Wealthsimple Tax.

Key Responsibilities

• Provide personalized 1-1 tax guidance to Wealthsimple clients as they prepare and submit personal tax returns through Wealthsimple Tax.
• Review returns prior to NETFILE submission.
• Research complex tax scenarios to maximize the client’s tax return.
• Answer Tax questions to ensure accurate information is provided by the client.
• Engage in a 1-1 service using Google Meet, with follow-up email support as well.
• Share/Learn tax knowledge with your team of tax professionals.
• Assist with Audit Protection tickets as needed.

Requirements

• A deep understanding of the ins and outs of Canadian taxes.
• A proven ability to research tax rules and regulations.
• Experience using collaboration software (Google Meet, Zoom, etc).
• Strong communication skills with clear and concise details.

Benefits & Perks

• 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.