Job Description

Location:

Cambridge, ON

Employment Type:

Seasonal Full-Time (January-May)

Contract-to-Hire Opportunity:

May transition to permanent full-time based on performance.

Role Overview

The Tax Professional prepares moderate-complexity personal tax returns and supports senior staff with more advanced filings. This role requires a solid understanding of Canadian tax rules, experience handling a variety of tax situations, and the ability to work independently while also contributing to the team.

The Tax Professional serves as the bridge between entry-level preparers and senior technical staff.

Key Responsibilities

1. Moderate-Complexity Tax Preparation

Prepare a wide range of

T1 personal tax returns

, including: Employment income Tuition, RRSP, and pension income Investment income (T5, capital gains) Rental property income (basic to intermediate) Self-employment income (sole proprietors) Identify applicable deductions, credits, and tax optimization opportunities. Ensure accurate and complete documentation for each client file.

2. Support With More Complex Tax Cases

Assist senior staff by preparing portions of complex files. Compile financial information needed for advanced schedules. Participate in multi-year and adjustment filings. Research tax questions and assist with issues that arise in special cases.

3. Client Interaction

Conduct client interviews to gather necessary tax information. Ask clarifying questions to ensure correct reporting. Explain tax outcomes in clear, professional language. Maintain a strong client service focus during peak season.

4. Quality & Compliance

Follow established workflows and documentation standards. Review basic returns completed by Tax Associates and provide guidance when needed. Flag errors, issues, or missing information and correct them promptly. Ensure compliance with CRA requirements and filing procedures.

5. Software & Workflow Proficiency

Use tax software effectively (TaxCycle, ProFile, or similar). Maintain accurate digital file documentation. Assist junior staff with software-related questions. Use internal tools for checklists, file notes, and e-filing.

Qualifications & ExperienceRequired

2-4 years

of personal tax preparation experience. Strong understanding of Canadian T1 tax rules. Experience preparing: Self-employed returns (basic) Rental income schedules Investment income Multi-year or catch-up filings Proficiency with tax software platforms. Good communication and client service skills. Ability to work independently and handle volume during tax season.

Preferred

Experience in a tax preparation or public accounting environment. Familiarity with bookkeeping software such as QuickBooks or Xero. Experience assisting with CRA information requests.

Ideal Candidate

Confident preparing a wide range of tax returns. Comfortable handling client interviews and asking probing questions. Detail-oriented with a strong desire for accuracy. Works well under seasonal pressure. Takes initiative and supports junior staff when needed.
Job Type: Seasonal
Contract length: 4 months

Pay: $22.00-$25.00 per hour

Expected hours: 20 - 40 per week

Ability to commute/relocate:

Cambridge, ON: reliably commute or plan to relocate before starting work (preferred)
Application question(s):

Do you have any industry-recognized tax / accounting-related education/certifications? If yes, please list below chronologically.
Experience:

canadian tax preparation: 2 years (preferred)
Language:

French (preferred)
Work Location: In person