About the Role
National in scope serving all Canadian time zones, this position is virtual and uses a Zoom environment as well as a proprietary customer interface. Clients purchase an upsell option for personal tax advice. They have a direct toll-free line. You will advise the incoming calling client and answer any questions as well as review their tax return with them. There is a further upsell if purchased, where the client uploads documentation and you prepare the return and then review it with them. You will secure their electronic signature and then we will electronically file their return for them.
There is no outbound calling. There is no sales requirement. This is strictly a service provision of your tax experience to the client.
This will be of interest to CPA students who have taken the tax component. It will also be of interest to experienced preparers from the major tax preparation firms, or who have equivalent experience.
Please forward your contact information and a brief description of your experience to Roger Haineault via email. This should be approximately two paragraphs in length.