Seasonal Tax Expert (4-month contract)

WealthsimpleCanadaRemote, Onsite

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 4 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 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.

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Life at Wealthsimple

Thrive Here & What We ValueCompetitive salary with top-tier health benefits and life insurance | Retirement savings matching plan using Wealthsimple Work | 20 vacation days per year and unlimited sick and mental health days | Up to $1,500 per year towards wellness and professional development budgets respectively | 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | Company-wide wellness days off scheduled throughout the year | Remote-first team with over 1,000 employees coast to coast in North America.</s> | Collaborative and inclusive work environment where people can be inspired to do their best work | Company-wide wellness days off scheduled throughout the year</s> | 1. We are a small team effectively reshaping how people look at the industry. | 2. We need people who 'get it' and want to play an integral part in helping us accomplish this mission. | 3. We value collaboration and humility as we continue to create inclusive and highperforming teams where people can be inspired to do their best work. | 4. We are a remotefirst team, with over 1,000 employees coast to coast in North America. | 5. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. | 6. We provide an accessible candidate experience and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.</s> | Generous PTO offerings | 1. Remotefirst team with over 1,000 employees coast to coast in North America. | 2. Competitive salary with toptier health benefits and life insurance. | 3. Retirement savings matching plan using Wealthsimple Work | 4. Up to $1,500 per year towards wellness and professional development budgets respectively | 5. A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 6. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 7. Companywide wellness days off scheduled throughout the year</s> | Maker-owner culture where collaboration and humility are valued. | Inclusive and high-performing teams where people can be inspired to do their best work. | A remote-first team with over 1,000 employees coast to coast in North America. | 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year</s> | Remote-first team with over 1,000 employees coast to coast in North America</s> | Remote-first team, with over 1,000 employees coast to coast in North America | DEI Statement: At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. | 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.</s> | 1. Collaborative work environment | 2. Emphasis on continuous learning and professional development | 3. Strong focus on employee wellness and mental health support | 4. Remotefirst team with opportunities for international travel</s> | Inclusive and supportive team culture | 1. Competitive salary with toptier health benefits and life insurance | 2. Retirement savings matching plan using Wealthsimple Work | 3. 20 vacation days per year and unlimited sick and mental health days | 5. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 6. A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 7. Remotefirst team with over 1,000 employees coast to coast in North America</s> | 4. 20 vacation days per year and unlimited sick and mental health days | 5. Up to $1,500 per year towards wellness and professional development budgets respectively | 7. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 8. Accessibility Statement</s> | Accessibility Statement: Wealthsimple provides an accessible candidate experience.</s> | 1. Collaborative environment | 2. Remotefirst team | 3. Wellness days off scheduled throughout the year | 4. Peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 5. Competitive salary with toptier health benefits and life insurance</s> | 1. Fastpaced environment with a focus on growth and evolution | 2. Supportive team culture that values collaboration and open communication | 3. Emphasis on meeting legal and regulatory obligations while continuing to grow as a business | 4. Opportunities for professional development and career advancement</s> | Wide variety of wellness days off scheduled throughout the year</s> | 1. Inclusive and highperforming teams where people can be inspired to do their best work. | 2. Remotefirst team with over 1,000 employees coast to coast in North America. | 3. Competitive salary with toptier health benefits and life insurance. | 4. Retirement savings matching plan using Wealthsimple Work. | 5. Up to $1,500 per year towards wellness and professional development budgets respectively. | 7. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year. | 8. Companywide wellness days off scheduled throughout the year.</s> | 1. Clientobsessed and empathetic towards clients | 2. Design is a competitive advantage and essential to achieving mission of helping Canadians reach financial freedom | 3. Collaborative and highperforming teams where people can be inspired to do their best work | 4. Remotefirst team with over 1,000 employees coast to coast in North America | 6. Retirement savings matching plan using Wealthsimple Work | 7. Up to $1,500 per year towards wellness and professional development budgets respectively | 8. A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 9. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 10. Companywide wellness days off scheduled throughout the year</s> | 7. Remotefirst team with over 1,000 employees coast to coast in North America.</s>