Job Description
Provide personalized 1-1 tax guidance to Wealthsimple clients as they prepare and submit personal tax returns through Wealthsimple Tax. This includes reviewing returns prior to NETFILE submission, researching complex tax scenarios to maximize the clientβs tax return and answering 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. Share/Learn tax knowledge with your team of tax professionals. Assist with Audit Protection tickets as needed.
The candidate will bring a deep understanding of Canadian taxes and have a proven ability to research tax rules and regulations. Communication skills with clear and concise details are required.
About Wealthsimple
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.