RESPONSIBILITIES AND QUALIFICATIONS
Performance Expectations

• Responsible for preparing complete and accurate tax returns while delivering outstanding customer service
• Compute taxes owed and prepare personal tax returns (and other tax compliance slips) ensuring compliance with government standards
• Prepare year-end tax forms (T4s and T5s)
• Investigate and correct discrepancies/ irregularities in financial entries, documents and reports
• Respond to client questions and queries
• Raise identified technical issues with manager or engagement partner
• Update manager or engagement partner on the progress of engagements
• Liaise and correspond professionally with clients and colleagues
• Set-up files for new and existing clients and assist with completion of administrative work
• Manage multiple files simultaneously
• Compile and organize client records
• Attend internal Eccountant courses to further develop accounting taxation knowledge

Credentials

• Completion of an accounting or tax certificate or diploma is considered an asset; candidates with a high level of experience and no formal post-secondary education will be considered
• Experience in an accounting, customer service and/or client service environment is preferred
• 5+ years of experience in Tax field with advanced knowledge of tax accounting, including: preparing a variety (student, pension, self-employed, rental property, investments, foreign income, etc.) of federal and provincial returns for individuals (T1) OR experience preparing corporate returns (T2)
• Experience working with or exposure to accounting and tax software such as Profile, QuickBooks is beneficial
• Working knowledge of the Canadian Income Tax Act
• Strong computer literacy including effective working skills of Microsoft Word, Excel and PowerPoint
• Ability to work flexible hours for the months of March – April
• Some travel may be required

Core Competencies and Personal Characteristics

• Integrity – professional whose honesty, integrity, confidentiality and high ethical standards contributes to effective leadership and optimal business relationships
• Energy – displays enthusiasm, optimism, drive and passion while maintaining a high level of productivity and a balanced lifestyle
• Diversity – understands the importance of different backgrounds, perspectives and experiences and is respectful of individual differences
• Communication – effectively expresses ideas and conveys information in business writing, conversations and interactions with others
• Client Service Excellence – understands the importance of quality client service by being courteous, responding to client requests in a timely manner and monitoring satisfaction
• Teamwork & Relationship Development – works collaboratively with team members to achieve a common goal and develops, maintains and strengthens relationships with others, both inside and outside the Firm
• Accountability – takes responsibility for one’s own performance by setting clear goals and tracking progress against those goals; is highly organized and uses personal judgement and decision making
• Flexibility – effectively manages multiple assignments, adapts to changing priorities and can work independently or as part of a team

Tax Analyst: Nice to Have Skills

• Publicly recognized accounting designation (ex. CPA)
• Experience in the public accounting firm

Tax Analyst: Start Date

• ASAP