Position: Staff Accountant including Personal Tax Preparation

Responsibilities

· Preparing personal tax returns for individuals and sole-proprietors:

o Inputting of T-slips to tax preparation software and or verifying accuracy and completeness of slips using Auto-fill process o Determination of and input of allowable deductions and tax credits including medical expenses and charitable donations o Summarizing income and expenses for individuals with businesses, farms and rental properties o Preparation of HST Returns as required o Meeting with and discussion of tax returns with clients o Responding to client requests o Responding to requests from government agencies o Maintaining electronic files in organized manner based on established policies and procedures

· Preparation of corporate year end files using CaseWare including but not limited to:

o Verifying account balances including banks and credit cards, analysis of discrepancies and posting of adjustments as required o Calculation of prepaid expenses, accrued receivables and accrued payables o Verification of capital asset additions and disposals, recording of amortization and gains/losses on disposition o Reconciliation of loan and capital lease balances including, analysis of discrepancies and posting of adjusting entries as required o Reconciliation of corporate tax, HST and payroll accounts to government remittances/refunds o Preparation of HST Returns as required o Analysis of investment accounts,



reconciliation to end of year balances and reconciliation of investment income to end of year T-slips o Reconciliation of wages o Completion of audit sampling and testing o Preparation of draft financial information/financial statements o Preparation of draft corporate tax return

· Additional responsibilities as required

Skills Required

· Strong written and verbal communication

· Maintain strict confidentiality related to client information

· Problem solving, critical thinking and reasoning

· Ability to take direction and follow instructions

· Ability to recall information

· Ability to handle competing deadlines

· Ability to work as part of a team

· Willingness to learn

· Ability to research and document conclusions with supporting evidence

Computer Software used

· Profile

· CaseWare with Jazz-It Templates

· Quickbooks (Desktop and Online)

· Sage (Desktop)

· Microsoft Office Suite

· Doc.It

· IFIRM

Relevant details

· Full time position with 35 – 37.5 hours per week o Monday – Friday 8:30 – 5:00 (January – May)

o Monday – Friday 8:30 – 4:30 (June – December)

· Compensation negotiable based on skill level

· Group benefit plan

· Priority will be given to applicants interested in pursuing the Chartered Professional Accountant (CPA) designation

· Applicants will be subject to pre-interview testing to evaluate aptitude and skill level

· Hiring process will be ongoing; interested applicants are encouraged to apply early

· Donna L. Floyd, CPA Professional Corp. is recognized as a training site for the Pre-Approved Program Route for CPA candidates

· Deadline to apply: September 8th, 2026

Resumes should be submitted in PDF form, along with a cover letter to: [email protected]

Work Location: In person

📌 Staff Accountant including Personal Tax Preparation (Sussex)
🏢 Donna L. Floyd, CPA Professional
📍 Sussex