Job Overview

We are seeking a detail-oriented Personal Tax Accountant & Bookkeeper to manage day-to-day financial records and handle individual tax planning and preparation for our clients. In this dual role, you will maintain accurate ledgers, reconcile accounts, prepare individual income tax returns, and ensure full compliance with the Canada Revenue Agency (CRA) and provincial tax regulations.

Bookkeeping Duties

- Ledger Management: Maintain accurate day-to-day financial records, tracking income, expenses, and account activities for sole proprietors and individuals.
- Bank Reconciliation: Reconcile bank accounts, credit cards, and loan statements monthly to ensure data integrity.
- Financial Reporting: Generate clear monthly or quarterly financial statements, including profit and loss summaries and balance sheets.
- Government Remittances: Prepare and file necessary government filings such as GST/HST returns and payroll source deductions if applicable.

Tax Preparation & Planning
- Tax Filing: Prepare and file accurate personal income tax returns (including T1 returns and related schedules) for individuals, families, and self-employed clients.
- Client Consultation: Interview clients to gather income data, investment records, medical receipts,



and charitable donation details.
- Tax Optimization: Identify relevant tax credits, deductions, and adjustments to legally minimize client tax liabilities.
- CRA Liaison: Communicate with tax authorities to resolve client inquiries, notices of assessment, or audit requests.

Qualifications

- Proven experience with accounting software such as QuickBooks, Sage, or Xero is essential
- Strong knowledge of bookkeeping principles, including accounts payable, accounts receivable, and account reconciliation
- Familiarity with payroll processing and related compliance requirements
- Excellent attention to detail and organizational skills to manage multiple client accounts effectively
- Ability to analyze financial data accurately and communicate findings clearly
- Knowledge of current tax laws and regulations related to individual and business taxes is preferred
- Solid problem-solving skills with a proactive approach to resolving discrepancies

Language : Portuguese preferred Pay: $22.00-$25.00 per hour

Expected hours: 35.0 – 40.0 per week

Language

- Portuguese (required)

Work Location: In person

📌 Tax Preparer / Bookkeeper (Toronto)
🏢 Business Management Services
📍 Toronto