Job Summary

We are seeking a detail-oriented and knowledgeable Income Tax Preparer to join our financial services team. The ideal candidate will be responsible for preparing individual and small business tax returns, ensuring compliance with current Federal tax laws, and providing clients with accurate and efficient tax solutions. This role requires strong analytical skills, proficiency with TaxCycle, Excel and a solid understanding of financial principles. The Income Tax Preparer will play a crucial role in assisting clients with their tax obligations while maintaining the highest standards of accuracy and confidentiality.

Responsibilities

- Prepare and file income tax returns for individuals and businesses predominantly but not exclusively in Ontario
- Analyze financial documents, including income statements, balance sheets, and expense reports to ensure accurate reporting
- Utilize accounting software such as QuickBooks, Excel and other bookkeeping tools to organize financial data
- Conduct audits and review financial records for discrepancies or errors
- Reconcile accounts and prepare reports related to accounts payable, payroll, and investment income
- Stay updated on current tax laws and regulations to ensure compliance in all filings
- Provide exceptional customer service by explaining complex tax issues in understandable terms





Requirements

- Proven experience in accounting, bookkeeping, or financial services with a focus on tax preparation
- Proficiency with accounting software including QuickBooks Online, Quickbooks Desktop, Excel, and other relevant tools
- Strong analysis skills to interpret financial data accurately
- Knowledge of auditing procedures and account reconciliation processes
- Familiarity with accounts payable, payroll management, investment reporting, and budgeting processes
- Excellent organizational skills with attention to detail to ensure accuracy in all work
- Ability to work independently while managing multiple client files efficiently
- Certification or prior experience in income tax preparation is required
- Strong communication skills to effectively explain financial concepts to clients

This position offers an chance to work within a professional environment dedicated to delivering high-quality financial services. We value accuracy, integrity, and a proactive approach in supporting our clients’ financial well-being.

Pay: $23.00-$45.00 per hour

Expected hours: 35.0 per week

Benefits:

- Casual dress
- Flexible schedule
- On-site parking

Work Location: Hybrid remote in Burlington, ON L7M 4B9

📌 Income Tax Preparer (Burlington)
🏢 Accounting for Small Business
📍 Burlington