Job Overview

We are seeking a detail-oriented and proactive Income Tax Preparer to join our dynamic financial services team. In this role, you will be responsible for preparing accurate and compliant income tax returns for individual clients, ensuring all filings meet regulatory standards. Your expertise will help clients maximize their refunds and minimize liabilities while maintaining the highest levels of integrity and confidentiality.

This position offers an exciting opportunity to develop your skills in tax preparation, financial analysis, and client service within a fast-paced environment dedicated to excellence.

Responsibilities

- Gather and review client financial documents, including income statements, expense reports, and investment records to ensure completeness and accuracy.
- Prepare federal, state, and local income tax returns using advanced accounting software such as QuickBooks, Xero, Sage, or similar platforms.
- Analyze client financial data to identify deductions, credits, and other tax-saving opportunities while ensuring compliance with current tax laws.
- Conduct account reconciliation and auditing procedures to verify the accuracy of financial information submitted for tax filings.
- Assist clients with questions related to accounts payable, payroll, budgeting, and investment reporting to optimize their financial health.
- Maintain detailed records of all tax filings, correspondence, and supporting documentation for audit readiness and future reference.
- Stay updated on changes in tax regulations and accounting standards to provide informed advice and ensure compliance.

Skills





- Proficiency in accounting software such as QuickBooks, Xero, Sage, or similar platforms; experience with bookkeeping is highly valued.
- Strong analysis skills to interpret complex financial data accurately and efficiently.
- Knowledge of auditing processes and account reconciliation techniques to verify data integrity.
- Experience with financial services including payroll management, accounts payable processing, budgeting, and investment reporting.
- Familiarity with tax preparation procedures and regulations at federal and state levels.
- Excellent attention to detail combined with organizational skills to manage multiple client files simultaneously.
- Ability to communicate complex financial information clearly and professionally to clients.
- At least 2 full seasons of T1 preparation experience in Canada. T2 experience is not recommended but beneficial.
- Hands-on experience with Wolters Kluwer (CCH ProTax or equivalent CRA-certified platform)
- Familiarity with CRA Represent a Client portal
- Ability to prepare a standard employment-income return in 15 minutes or fewer
- Strong attention to detail and a low rework rate
- Comfortable working from written SOPs rather than your own process

Join us in delivering exceptional financial services by leveraging your expertise in tax preparation and accounting! We are committed to fostering a vibrant work setting where your skills can grow while making a meaningful impact on our clients’ financial well-being.

Pay: $17.60-$30.00 per hour

Expected hours: 20.0 – 40.0 per week

Benefits

- Casual dress
- Discounted or free food
- Flexible schedule
- On-site parking

Work Location: In person

📌 Income Tax Preparer (Oakville)
🏢 MyBookly
📍 Oakville