We are seeking a detail-oriented and knowledgeable
Tax Preparer
to join our financial services team for the 2026 tax season. The ideal candidate will be responsible for preparing accurate tax returns, analyzing financial data, and ensuring compliance with relevant regulations. This role offers an excellent opportunity for individuals with a strong background in accounting and tax preparation to contribute to client success while utilizing advanced accounting software tools.
Duties
Prepare individual tax returns with precision and attention to detail.
Maintain organized records of all tax-related documents and client communications.
Stay updated on current tax laws and regulations to ensure compliance.
You will be asked to provide your CRA RepID (representative identifier) to allow your use of the CRA Represent a Client service upon hiring.
Your assigned daily task(s) may change based on the workload for the day in order to be efficient in preparing and finalizing the tax returns.
Tasks include, but are not limited to: Handling client emails with inquiries, Inputting client information, Preparing Individual tax returns using the tax software, Creating invoices, Sending the completed returns and attaching the necessary documents to the emails, Saving necessary documents to their designated locations, Confirming receipt of payment via e-transfer, EFILE tax returns and ensuring they have been processed, Coding the files correctly.
Assisting clients in-person or remotely through emails, based on needs.
Experience
Proven experience in tax preparation, accounting, or related financial services roles.
Familiarity with Intuit ProFile tax software .
Strong analysis skills with the ability to interpret complex financial data.
Prior experience working with Canadian Individual Income Tax.
Excellent organizational skills with the ability to manage multiple client files efficiently. This position is ideal for professionals passionate about finance and dedicated to delivering accurate tax solutions while leveraging their expertise in various accounting tools and software platforms.
Demonstrates strong attention to detail and follows through on tasks with care and accuracy.
Strong and professional communication skills, both written and verbal.
Great work ethics and trustworthy.
Ability to work independently and manage time effectively.
Hardworking and efficient.
Ability to handle pressure during a very busy season.
Moderate knowledge of Windows computer operations and email.