Seasonal Tax Expert, Wealthsimple
4-Month Contract
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
Open for applications
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 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
- 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
- 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
What the job involves
- Join our highly rated Tax Expert service for the upcoming tax filing season
- 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
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize investment management. These companies are disrupting the industry by automating many of the processes involved in investment removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$521m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $818.3m
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Articles
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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