Overview

We are seeking a detail-oriented Personal Tax Preparer to help individuals prepare accurate tax returns and maintain organized financial records. The ideal candidate is comfortable working with confidential information, explaining tax-related details clearly, and using accounting tools to support reliable, timely work.

Duties

- Prepare and review individual tax returns using current tax rules and established procedures.
- Gather, organize, and verify clients’ income, deduction, investment, and other relevant financial documents.
- Use accounting software and tax preparation tools to enter, reconcile, and analyze financial information.
- Review client documents (T4s, T5s, receipts, etc.) for completeness and accuracy, Identify applicable deductions, credits, and tax-saving opportunities
- Communicate with clients by phone, email, and in person to answer questions and request missing information
- Apply analysis skills to identify inconsistencies, missing information, and potential issues in tax documents.
- Assist with auditing and documentation requests by organizing records and supporting clear, accurate workpapers.




- Help clients understand documentation requirements and follow up on outstanding information.
- Protect confidential client data and maintain organized files in accordance with applicable policies.
- Respond to CRA inquiries, reviews, and reassessments on behalf of clients

Experience

- 1+ years of experience preparing personal tax returns (or completion of a recognized tax preparation course)
- Experience with tax software such as [Tax Cycle / Profile / Cantax / UFile Pro]
- Excellent communication and customer service skills — you genuinely enjoy helping people
- Strong attention to detail, organization, and analysis skills.
- Ability to handle sensitive financial information with discretion and communicate professionally.
- Relevant accounting coursework, training, or credentials are welcome.

Pay: $17.90-$20.00 per hour Expected hours: 35.0 per week

Benefits

- Company events
- In office parking
- Store discount

Work Location: In person

📌 Personal Tax Preparer (Scarborough)
🏢 C-note Tax Solutions
📍 Scarborough