• Prepare and File Tax Returns: Accurately complete and file individual and business tax returns (e.g., 1040, 1065, 1120) based on client information and tax regulations.
• Tax Planning: Advise clients on tax strategies to minimize liabilities and maximize deductions and credits.
• Review Financial Documents: Examine financial records, income statements, and other documents to ensure accuracy and compliance with tax laws.
• Ensure Compliance: Stay up to date with federal, state, and local tax laws to ensure tax filings comply with current regulations.
• Client Communication: Communicate with clients to gather necessary financial information and explain tax issues or changes in tax laws.
• Audit Support: Assist clients in case of audits, providing documentation and explanations as needed.
• Tax Research: Conduct research on complex tax issues and interpret tax law to assist with special client needs or concerns.
• Provide Recommendations: Offer tax-saving advice and suggest adjustments to client financial strategies based on tax implications.
• Record Keeping: Maintain accurate and organized client files and records for tax preparation and future reference.
• Filing Extensions: File tax extensions for clients when necessary and help manage their filing deadlines.
• Software Utilization: Use tax software programs to prepare returns and process filings efficiently.

This role demands attention to detail, knowledge of tax codes, and strong communication skills for working with clients.

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 3 years of experience in bookkeeping and tax preparation.
• Proficiency in QuickBooks Online (QBO) and CaseWare.
• Strong knowledge of corporate tax regulations and financial statement preparation.
• Experience with other accounting software is a plus.
• Ability to work independently with minimal supervision.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational skills.
• Effective communication skills in English (both written and verbal).

Preferred Qualifications:

• Experience working with Canadian corporate tax filings.
• Familiarity with secure remote desktop access for data security.
• Knowledge of additional accounting software is an advantage.

Work Environment & Security Measures:

• Candidates may work remotely from home, provided their home environment meets security requirements.
• Secure company-provided equipment with antivirus and firewall protection.
• No use of external storage devices (e.g., USB drives) permitted.
• Employees will access client systems through a secure remote desktop connection.
• Static IP setup is preferred for enhanced security.