In this role, you’ll have the opportunity to:Provide personalized 1-1 tax guidance to Wealthsimple clients as they prepare and submit personal tax returns through Wealthsimple Tax. This includes:1) Reviewing returns prior to NETFILE submission2) Researching complex tax scenarios to maximize the client’s tax return3) Answering tax questions to ensure accurate information is provided by the clientEngage in a 1-1 service using Google Meet, with follow-up email support as wellShare/Learn tax knowledge with your team of tax professionalsAssist with Audit Protection tickets as neededWhat you’ll bring:A deep understanding of the ins and outs of Canadian taxes. You know how to file tax returns, what goes into preparing tax returns, and more importantly, know how to explain these concepts simplyA proven ability to research tax rules and regulations. You provide accurate advice in order to maximize a client’s tax returnYou have used collaboration software (Google Meet, Zoom, etc) and managed a daily schedule of appointments. More specifically, you have the ability and knowledge to navigate multiple online applications simultaneously to deliver solutions for clientsCommunication with clear and concise details. Your written and verbal communication is focused on ensuring efficient, accurate, and precise guidanceSkills and experience we're looking for:3+ years of professional tax preparation experience working on complex Canadian T1 tax returns.In depth experience preparing and reviewing more complicated tax returns that include self-employment income, rental income, foreign investments, cryptocurrency, and foreign incomeAdept at using professional tax preparation software in prior rolesPrior experience using Wealthsimple Tax will be a definite assetWhy Wealthsimple?🤑 Competitive salary📈 Retirement savings matching plan using Wealthsimple for Business🌴 Generous PTO offerings🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!Read our Culture Manual and learn more about how we work.Technology & Innovation at WealthsimpleWe believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI and tooling, to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.DEI StatementAt Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Accessibility StatementWealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.AI in HiringWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. If you would like more information about how your data is processed, please contact us.
