Job Overview

The Personal Tax Preparer organizes financial information and prepares accurate personal tax returns, helping clients understand their filings and next steps. This role combines careful bookkeeping, accounting knowledge, and clear communication to support a reliable tax preparation process.

Responsibilities

- Gather and review client financial records, including income, investment, payroll, and accounts payable information.
- Prepare personal tax returns, reconcile accounts, and use analysis skills to identify inconsistencies or missing details.
- Apply accounting software such as QuickBooks, Sage, or Xero to organize records and support accurate calculations.
- Perform relevant auditing checks and maintain clear documentation; use budgeting and bookkeeping information to clarify financial activity.
- Your impact: Accurate, well-organized returns help clients make informed decisions and enable colleagues to resolve questions efficiently.





Requirements

Required: Practical accounting, bookkeeping, account reconciliation, analysis, and accounting software skills are important for reviewing records and preparing accurate returns. Clear communication and attention to detail support effective client interactions and dependable documentation. Preferred: Experience in financial services or tax preparation, along with familiarity with QuickBooks, Sage, or Xero, is beneficial. Exposure to auditing, investment records, payroll, accounts payable, and budgeting can further support a broad range of client needs.

Pay: $20.00-$40.00 per hour

Expected hours: 30.0 – 50.0 per week

Advantages:

- Casual dress
- Flexible schedule
- On-site parking

Work Location: Hybrid remote in Winnipeg, MB

📌 Tax Program Lead (Winnipeg)
🏢 Harmony Financial Solutions
📍 Winnipeg