Seasonal Tax Expert (4 month contract) at Wealthsimple

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Tax ServicesIndustries

Requirements

Deep understanding of Canadian taxes, including filing and preparing tax returns, and ability to explain concepts simply
Proven ability to research tax rules and regulations to provide accurate advice and maximize client tax returns
Experience using collaboration software (e.g., Google Meet, Zoom) and managing a daily schedule of appointments
Ability to navigate multiple online applications simultaneously
Clear and concise written and verbal communication skills for efficient, accurate, and precise guidance
3+ years of professional tax preparation experience working on complex Canadian T1 tax returns
In-depth experience preparing and reviewing complicated tax returns including self-employment income, rental income, foreign investments, cryptocurrency, and foreign income
Adept at using professional tax preparation software
Prior experience using Wealthsimple Tax (definite asset)

Responsibilities

Provide personalized 1-1 tax guidance to Wealthsimple clients preparing and submitting personal tax returns through Wealthsimple Tax
Review returns prior to NETFILE submission
Research complex tax scenarios to maximize the client’s tax return
Answer tax questions to ensure accurate information is provided by the client
Engage in 1-1 service using Google Meet, with follow-up email support
Share and learn tax knowledge with the team of tax professionals
Assist with Audit Protection tickets as needed

Skills

Tax Preparation

Tax Guidance

NETFILE

Tax Research

Personal Tax Returns

Client Support

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters

2014Year Founded

$826.6MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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