TurboTax Live Seasonal Tax Expert Lead ID-7910

January 20, 2025

Canada (Remote)

If you're a highly motivated individual with significant paid professional tax preparation experience and excellent written and oral communication skills, we need your help supporting our team of TurboTax Live Experts. Our Experts help customers while they are navigating through the TurboTax Live experience and assist with technology.

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TurboTax is the #1 best-selling brand of tax preparation software in Canada. Intuit has consistently been recognized as one of Fortune’s “100 Best Companies to Work for” and one of Fortune World’s “Most Admired Software Companies”.

Responsibilities

Provide timely and accurate tax advice to Experts during tax season
Assist Managers with team responsibilities, as needed
Help teach Experts how to research and troubleshoot tax and technical questions
Prepare and/or deliver training materials to be shared with Experts
Handle customer escalation calls and assist in resolution to deliver an exceptional customer experience
Handle customer contacts that are complex and/or challenging
Review contacts, as needed, to ensure compliance with CRA and MRQ

Team/Leadership Skills:

Demonstrate a sincere desire for a quality Expert and customer experience
Display a flexible team player attitude
Promote and foster a positive and inclusive work environment
Approach change in a positive and flexible manner
Collaborative approach to problem solving

Analytical Skills:

Able to research, analyze, and determine an appropriate course of action in a variety of situations
Able to utilize various resources to provide accurate tax and technical support to Experts
Excellent numerical, abstract, and verbal reasoning skills
Ability to solve complex problems while exercising good judgment

Qualifications:

5+ years of experience in a paid professional tax preparation role utilizing tax preparation software
Experience in in a team leadership role in a professional tax preparation firm is a plus
Comprehensive knowledge of tax regulations and laws
Superior research, critical thinking and problem solving skills
Excellent written and verbal communication skills
Highly technical and comfortable with Windows, Mac, and mobile platforms, as well as G-suite applications (Google Docs, Google Sheets, etc.)
Flexibility in availability and scheduling
Strong customer service and customer experience acumen
Knowledge/experience preparing Quebec Tax (TP1) returns is considered an asset
Bilingual proficiency (English and French + read, write, speak) is considered a strong asset
This is a remote role; no travel is required

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is PEI $27.90/hour - $31.70/hour, BC $27.90/hour - $31.70/hour, Nova Scotia $27.90/hour - $31.70/hour. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

TurboTax Live Seasonal Tax Expert Lead ID-7910

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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Other Jobs You May Be Interested In

TurboTax Live Seasonal Tax Expert Lead ID-7910

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

5. HOW DO YOU PROCESS INFORMATION?

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

8. HOW TO PRIORITIZE WORK?

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

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