Intermediate Tax

Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

In this role, you will have the opportunity to::
• Help with the NETFILE and/or NetFile Québec certification processes.
• Analyze annual tax changes and implement them into our Tax product.
• Use tax knowledge in providing guidance to the broader team when developing new features.
• Engage with Product and Engineering teams to bring ideas to life.
• Learn new things, and look for opportunities to make things better.

Were looking for someone who::
• Has experience working on and leading teams to successfully achieve CRA and Revenu Québec certification.
• Brings a deep understanding of federal personal taxation.
• Has experience preparing personal tax returns in a professional context.
• Is a spreadsheet whiz and excited about learning a little JavaScript.
• Has the ability to take a complex tax issue and make it simple for people to understand.
• Is a clear and concise writer.
• Thrives in a fast-paced, collaborative environment.
• Takes pride in their work and has a strong sense of ownership.

Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

At Wealthsimple, we want interviews to feel like genuine conversations. To support this, we use AI transcription during recruiter interviews. This allows recruiters to be fully engaged, ask thoughtful follow-up questions, and ensure your experiences are captured accurately. You’ll always have the choice to opt in or out before we begin.