Job Description

Tax & Operations Coordinator

Hamilton, Ontario

Full-Time | Permanent | Growth Opportunity

About Your Planners

At Your Planners, we help families and business owners make confident financial, tax, and estate planning decisions that support the life they want today and the legacy they want tomorrow.
We're an independent, multi-advisor firm offering financial planning, investment management, tax preparation, and insurance solutions -- all under one roof.

As we continue to grow, we're looking for a detail-driven, tech-savvy professional to join our team and help keep our operations running smoothly.

Position Overview

We're hiring a

Tax & Operations Coordinator

-- an organized, client-focused professional who enjoys variety in their work.
This role combines

administrative support

,

personal tax preparation

,

QuickBooks bookkeeping

, and

trade processing

for mutual fund and insurance investments.

It's ideal for someone with experience in

financial services, accounting, or tax preparation

who's ready to take ownership of firm operations and grow into a

Senior Operations Manager

position.

Key Responsibilities

Office Administration

Manage client documentation, scheduling, and e-signature workflows Maintain CRM records, compliance files, and internal reporting Support advisors with meeting preparation and follow-up tasks

Tax Preparation (T1 Personal Returns)

Prepare and organize personal tax returns using

CCH iFirm Tax

software Gather and input client tax slips and supporting documents Monitor filing deadlines, e-file submissions, and CRA correspondence

Accounting & Bookkeeping

Record and reconcile firm accounting transactions in

QuickBooks Online

Track expenses, revenue, and advisor commission schedules Assist with monthly reporting and year-end preparation

Trade Processing (Administrative Only)

Input mutual fund and segregated fund trades under advisor supervision File trade confirmations and reconcile client account records

What You Bring

2-5 years of experience in

financial services, accounting, or tax preparation

Hands-on experience with

QuickBooks Online

,

Excel

, and

CCH iFirm

Strong attention to detail, organization, and accuracy under deadlines Clear written and verbal communication skills Professionalism, confidentiality, and a strong sense of accountability Interest in learning operations management and compliance processes

Why Join Your Planners

Competitive salary:

$55,000 - $60,000

(commensurate with experience) Extended health & dental benefits Paid continuing education and professional development Supportive team culture -- you'll work directly with experienced planners and advisors in a collaborative environment

How to Apply

If you're organized, resourceful, and ready to grow your career in a respected financial planning firm, we'd love to hear from you.

Apply with your

resume and a brief cover letter

explaining why you're a great fit.

Job Type: Full-time

Pay: $55,000.00-$60,000.00 per year

Benefits:

Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking Paid time off RRSP match
Experience:

T1 tax preparation : 1 year (preferred)
Work Location: In person