Senior Tax Reviewer – CPA (T1/T2) and tax projects

PDC Accounting Evolved Professional Corporation

About us

PDC Accounting Evolved Professional Corporation is a CPA firm serving Ottawa and Eastern Ontario from offices in Kemptville and Perth, along with offices in B.C.. We work with owner-managed businesses, not-for-profits and charities, public sector entities, and condominium corporations.

Our tax practice is growing. We are looking for an experienced CPA to be the last set of eyes on our personal tax work and a technical resource on the corporate tax planning side.

The opportunity

This is a review and planning role, not a preparation role. Our junior and intermediate staff prepare; you make the call on whether it goes out the door, and you tell them why. Alongside the review file, you'll work directly with the partner on the corporate planning work that keeps owner-manager clients with us — remuneration planning, capital dividend account strategy, and reorganizations.

What you'll do

Personal tax review

- Final review of T1 personal returns across the full range of complexity — employment and investment income, rental properties, self-employment and qualified income, capital gains, principal residence designations (T2091), foreign income verification (T1135), pension splitting, medical and donation claims, and final/deceased-taxpayer returns.
- Review notices of assessment against returns prepared by juniors — identify where CRA has reassessed or applied credits differently, determine the cause, and decide whether an adjustment or objection is warranted.
- Prepare and oversee T1 adjustment requests, CRA correspondence, and Notices of Objection where appropriate.
- Own the quality standard for the personal tax group during compliance season.

Corporate tax and planning
- Review and plan T2 corporate returns for owner-managed clients, including associated-group planning and small business deduction allocation.




- Remuneration planning — salary versus dividend mix, integration, RDTOH and GRIP/LRIP tracking, and personal/corporate cash flow.
- Capital dividend account planning — verify and reconstruct CDA balances, prepare and review T2054 elections and supporting resolutions, and advise on the timing of capital dividends.
- Support owner-manager and reorganization work: section 85 rollovers, estate freezes, holdco structures, section 84.1 and surplus-stripping exposure, intergenerational transfers, and share-versus-asset sale analysis.
- Trust and estate compliance where required — T3 returns, 21-year rule considerations, and bare trust reporting.
- Flag planning opportunities you spot during review and bring them to the partner before the client's year-end closes.

Mentorship
- Write review notes that teach rather than just correct, so the same issue doesn't come back next file.
- Run short in-season training sessions on recurring technical issues.
- Help us raise the technical floor of the whole tax group.

What you bring
- Canadian CPA designation in good standing (CPA, CA / CPA, CGA / CPA, CMA).
- Minimum 5 years of Canadian public practice tax experience, with a meaningful portion of that time in a review capacity — you have signed off on other people's work, not just your own.
- Strong working knowledge of the Income Tax Act as it applies to individuals and owner-managed corporations.
- Demonstrated hands-on experience with CDA calculations and T2054 elections, section 85 rollovers, estate freezes, and salary/dividend planning.




- Completion of — or substantial progress through — the CPA In-Depth Tax Program or an MTax is a strong asset.
- Proficiency with professional tax and accounting software (TaxCycle, Taxprep or ProFile; CaseWare; QuickBooks Online; Xero).
- Clear written communication. Your review notes need to be specific enough that a junior can act on them without booking a meeting.
- The ability to manage your own time and hit filing deadlines without being chased.

Part-time role details: options include
- Independent contractor engagement. You invoice us for hours worked. You are responsible for your own income tax remittances, CPP, and HST as applicable.
- Hybrid; A mix of remote work and time in our Ottawa, Kemptville or Perth office.
- Rate: $45-60 per hour, based on experience and technical depth.
- Volume: approximately 20 hours per week, increasing through personal tax season. We are looking for a long-term working relationship, not a single-season fill-in.

Why work with us
- Technical work that uses your training. CDA planning, freezes, rollovers and owner-manager structuring are regular work here, not a once-a-year novelty.
- Direct access to the partner. No layers between you and the decision-maker on a file.
- Real influence. You will shape how our tax review process works and how our juniors are trained.
- A client base with substance. Owner-managed businesses, professionals, not-for-profits, charities, and condominium corporations across Eastern Ontario.

How to apply Send your resume and a short note (a paragraph is plenty) describing the most technically complex tax file you have reviewed and what made it complex. We read those.

We are committed to an inclusive and accessible process. If you require accommodation at any stage, let us know and we will work with you.

Pay: From $45.00 per hour

Expected hours: 20.0 per week

Work Location: In person

📌 PT Contractor or Part Time CPA -Tax Reviewer - Ottawa Office (Nepean)
🏢 PDC Accounting Evolved Professional
📍 Nepean