Tax Analyst

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


  • 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