Plan of Action Accounting is looking for an experienced Senior Bookkeeper & Tax Preparer to join our team.

We are looking for someone who can independently manage client files from start to finish, including full-cycle bookkeeping, payroll, year-end financial statements, GST/HST returns, and personal and corporate tax returns.

This role requires someone who is proactive, resourceful and detail-oriented. You should be comfortable working through problems independently, anticipating what is needed to complete a file, checking whether information has already been received, and following up with clients when information is missing.

Responsibilities

- Full-cycle bookkeeping for multiple clients
- Review bookkeeping completed by other team members
- Bank and credit card reconciliations
- Accounts payable and accounts receivable
- Process payroll, calculate source deductions and prepare payroll remittances
- Prepare payroll year-end filings, including T4s and T4As
- Prepare and review GST/HST returns
- Prepare T1 personal and T2 corporate income tax returns
- Prepare year-end financial statements, working papers and adjusting journal entries
- Review general ledgers and identify and correct discrepancies
- Research and resolve bookkeeping, payroll, accounting and tax issues
- Communicate with clients and CRA as required




- Manage client files and deadlines from start to finish

Qualifications

- 3–5 years of Canadian bookkeeping/accounting experience preferred
- Strong full-cycle bookkeeping and year-end experience
- Canadian payroll experience, including source deductions, remittances and year-end reporting
- Experience preparing financial statements, GST/HST returns, T1s and T2s
- Strong experience with QuickBooks Desktop and QuickBooks Online
- Experience with Canadian tax software such as Profile or TaxCycle
- Proficient with Microsoft Excel, Word and Outlook
- Strong understanding of general ledger accounts and adjusting entries
- Excellent organizational, communication and time-management skills
- Strong initiative, judgment and independent problem-solving ability

CPA designation is not required. Practical experience and the ability to independently complete and review client files is required. This is not an entry-level position.

Please apply with your resume and a brief summary of your relevant bookkeeping, payroll, year-end and tax preparation experience.

Pay: $25.00-$35.00 per hour

Expected hours: 40.0 per week

Advantages

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Vision care

Work Location: In person

📌 Senior Bookkeeper & Tax Preparer (Calgary)
🏢 Plan of Action Accounting
📍 Calgary