Job Summary

Prepare accurate tax returns by organizing financial information, reviewing records, and applying careful analysis. This role combines tax preparation with practical accounting and bookkeeping tasks, helping clients and colleagues rely on clear, well-supported financial records.

Duties

Key Responsibilities

- Tax Preparation & Filing: Accurately prepare and file T1 Personal, sole proprietor, and T2 Corporate tax returns using Intuit ProFile.
- Data Collection & Review: Collect, organize, and analyze client financial documents (slips, T4s, T5s, receipts, financial statements).
- CRA Compliance & Tools: Utilize CRA electronic filing tools, Auto-fill my Return, ReFILE, and Express NOA features integrated into ProFile.
- Deduction Identification: Review financial records to identify valid tax credits, deductions, and capital gains calculations.
- Client Communication: Explain complex tax regulations, year-end outcomes, and filing requirements clearly and professionally to clients.
- Bookkeeping & Reconciliations: Reconcile bank and credit card accounts or coordinate with bookkeeping software (e.g., QuickBooks Online) as needed.
- Gather and organize income, expense, investment, payroll,



and other relevant financial records for tax preparation.
- Review figures, reconcile accounts, and identify inconsistencies or missing information for follow-up.
- Use accounting software to maintain records, support tax calculations, and document work clearly.
- Assist with bookkeeping, accounts payable, budgeting, and audit-related reviews as needed.
- Your impact: Accurate, organized records help clients receive dependable tax support and help colleagues complete reviews efficiently.

Skills

Required: Practical accounting, bookkeeping, analysis, account reconciliation, and accounting software skills are important for preparing returns and reviewing financial records accurately. Transparent organization and careful attention to detail support reliable work.

Preferred: Familiarity with QuickBooks, Sage, or Xero, along with experience in financial services, auditing, accounts payable, investment records, payroll, or budgeting, can strengthen your contribution across varied client needs.

Pay: $17.50-$19.00 per hour

Expected hours: 60.0 – 70.0 per week

Work Location: In person

📌 Tax Preparer (Calgary)
🏢 Brown Boys Accounting
📍 Calgary