Seasonal Tax Expert

Your career is an investment that grows over time!

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 3 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About this role:

Join our highly rated Tax Expert service for the upcoming tax filing season. We’re looking for motivated and experienced tax experts and tax preparers to help guide Wealthsimple clients through their tax filing journey with Wealthsimple Tax. If you want to take your tax skills to the next level, and join a highly respected team of tax professionals that consistently deliver friendly, accurate, and honest 1-on-1 tax guidance and support, we’d love to hear from you.

Why choose to work with Wealthsimple’s Tax Expert service?

• We want the best for our clients and our employees, so we treat you like the valued team member that you are!!

• Paid, 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. Our clients love to speak with you about their tax needs!

In this role, you will:

• Provide 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 and offering opinions based on the CRA Tax Code, to maximize the client’s tax return

• Answer various tax related questions to ensure accurate and impactful information is being provided by the client

• Share tax knowledge with your team of tax professionals by being a point of contact for tax questions, clarifications, or complex tax scenarios

• Provide confidence inspiring 1-1 service primarily online using collaboration software. Follow-up email support is also required

• Assist with Audit Protection tickets as needed

• Capture and share insights to improve the end to end client experience

We're looking for someone who:

• Possesses a passion and energy for helping people file taxes

• Has 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 simply

• Researches tax rules and regulations regularly, and provides accurate advice in order to maximize client’s tax return

• Technically savvy - You 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 effective and actionable solutions for clients and yourself

• Thrives in a fast-paced, collaborative environment. You’re a trusted team member and professional who can manage a schedule and workload with a positive mindset. It’s important you take pride in your work and all of your interactions, and display ownership for your client’s experience

• Communicates with clear and concise details. Your written and verbal communication is focused on ensuring efficient, accurate, and precise guidance

Skills and experience we're looking for:

• 3+ years professional tax preparation experience

• 75+ Canadian T1 personal tax returns prepared per tax year, for the last 3 years. 

• Must have experience preparing and reviewing tax returns that include self-employment income, rental income, investments, cryptocurrency, and foreign income (T1135)

• Experience handling RRSP over-contribution reporting will be considered an asset 

• Prior experience with GST/HST returns is considered an asset

• Comfortable with collaboration software and remote work. This is a 100% remote position using a variety of online software and tools to engage with the client

• Adept at using professional tax preparation software in prior roles

• Tax Preparer certification is a strong asset 

• Bilingual, in both English and French, is a welcome asset

• Prior filing experience using Wealthsimple Tax is an asset

Why Wealthsimple?

🤑 Competitive salary

📈 Retirement savings matching plan using Wealthsimple Work

🌴 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.

DEI Statement

At 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 Statement

Wealthsimple 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.