Tax Expert (6 month contract)

Toronto or Remote (Canada)

Full Time Contract Senior-level / Expert
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Wealthsimple is the simple way to grow your money like the world's most sophisticated investors. No-maintenance portfolios, expert investment advisers and low fees.

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Wealthsimple is on a mission to help everyone achieve financial freedom, no matter who they are or how much they have. Using smart technology, Wealthsimple takes financial services, like filing your tax return, that are often confusing, opaque and expensive, and makes them simple, transparent, and low-cost. We're the company behind some of Canada's leading digital financial products and are growing faster than ever.
Our team is reimagining what it means to manage your money. Smart, high-performing team members will challenge you to learn and grow every day. We value great work and great ideas — not ego. We're looking for talented people who love a fast-paced environment and want to ship often and make an impact with groundbreaking ideas.
We’re a remote-first team and output is more important than face time, so where you choose to work is up to you — as long as you have internet access, you can work from anywhere in Canada. 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.

In this role, you’ll have the opportunity to:

  • Deliver an amazing client experience; no matter what
  • Provide tax advice for personal tax returns by reviewing returns submitted on the tax platform; ensuring they are complete and accurate
  • Assisting clients as they work on their tax returns with tax advice; troubleshooting tax questions through video call (zoom) and email
  • Researches tax rules and regulations and provides advice in order to maximize client’s tax return
  • Keeps it simple by proactively seeking out and delivering the right answer, breaking it down into language that’s easy to understand
  • Engage directly with clients; Tax is for all Canadians, of any age, and you’ll get to experience this when working with our clients. This includes phone and email support, and also participating in user and product research, with appropriate stakeholders, to drive solutions for our clients, and insights for our business
  • Be accountable for meeting or exceeding daily targets, as you’ll be interacting with clients each week through multiple channels in a live client support environment
  • Cross-selling and upselling on other Wealthsimple products, where appropriate
  • Be a key part in monitoring and improving client-facing issues in our products and operational processes

We're looking for people who:

  • Possess a passion, curiosity, and energy for taxes, finance, & investing. You understand the ins and outs of filing your tax return and like to help others with theirs. More importantly - you know how to explain these concepts simply
  • Want to make a difference. We are a small team effectively reshaping how people do their taxes and manage their financial future. We need people who want to play an integral part in helping us accomplish this mission and are persistent in getting the job done
  • Live our "do what’s right for each client" value at your core
  • Thrive in a fast-paced, collaborative environment. You’re a trusted professional who can manage your own schedule and workload. It’s important you take pride in your work and have a sense of ownership
  • Embrace technology and the role it plays in filing your taxes and improving financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver effective and actionable solutions
  • Demonstrate resilience, because our journey will have its fair share of challenges to overcome. We’re looking for people that love a challenge, always see the glass as half full, and want to create opportunities to provide a better client experience

Skills we're looking for:

  • 3+ years paid professional tax preparation experience, using professional tax preparation software
  • A minimum 50-75 personal tax returns prepared per tax year, for the last 3 years
  • Experience preparing and supporting a variety of federal and provincial forms for individuals, including student, pension, self-employed, rental property, investments, and foreign income
  • Brings a minimum of 2 years of client-facing work experience, and can demonstrate a higher-level understanding of the Wealthsimple Tax product and Canadian tax returns
  • Solid technical skills; this is a remote position using a variety of software and tools to engage with the client
  • Bilingual, in both English and French, is a strong asset
At Wealthsimple, we embrace difference. We believe that getting to the best outcomes requires diverse perspectives and backgrounds. We create a space where all voices are heard so that we can all do our life's best work. We're committed to openness, curiosity, and making an inclusive culture as we know that diverse teams build better products and generate better ideas. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.
Job perks/benefits: Flex vacation
Job region(s): North America
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