Wealthsimple
Finance • Fintech • Investing
Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.
501 - 1000 employees
Founded 2014
💸 Finance
💳 Fintech
💰 Private Equity Round on 2021-05
Seasonal Tax Expert – 4 Month Contract
Job not on LinkedIn
October 3
Wealthsimple
Finance • Fintech • Investing
Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.
501 - 1000 employees
Founded 2014
💸 Finance
💳 Fintech
💰 Private Equity Round on 2021-05
📋 Description
• Provide personalized 1-1 tax guidance to Wealthsimple clients as they prepare and submit personal tax returns through Wealthsimple Tax. This includes: • 1) Reviewing returns prior to NETFILE submission • 2) Researching complex tax scenarios to maximize the client’s tax return • 3) Answering Tax questions to ensure accurate information is provided by the client • Engage in a 1-1 service using Google Meet, with follow-up email support as well • Share/Learn tax knowledge with your team of tax professionals • Assist with Audit Protection tickets as needed
🎯 Requirements
• 3+ years of professional tax preparation experience working on complex Canadian T1 tax returns. • In depth experience preparing and reviewing more complicated tax returns that include self-employment income, rental income, foreign investments, cryptocurrency, and foreign income • Adept at using professional tax preparation software in prior roles • Prior experience using Wealthsimple Tax will be a definite asset
🏖️ Benefits
• Competitive salary • Retirement savings matching plan using Wealthsimple for Business • Generous PTO offerings • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
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