Tax Preparer

About Us:
Your Bottom Line has established itself as a trusted name in the accounting and tax industry. With a strong commitment to excellence, personalized service, and advanced technology solutions, we have built a loyal client base. Our firm embraces cloud-based accounting practices to ensure our clients receive efficient and accurate financial services.

IMPORTANT NOTE - This job can be FULLY REMOTE OR HYBRID, but you must be local enough to regularly pick up files from our Oshawa office. Also, this job will be Seasonal or Full-Time based on the candidate and what they are looking for.

Responsibilities:
As a Hybrid Seasonal Tax Preparer at Your Bottom Line, your role will be instrumental in assisting our clients with their tax needs during the upcoming tax season. Your responsibilities will include:

• Client Document Review: Review electronic documents submitted by clients to ensure completeness and accuracy.
• Communication: Effectively communicating with clients, providing support, and addressing their questions, regardless of their level of financial knowledge, while managing their expectations regarding the tax process.
• Draft Tax Return: Using our electronic systems and Tax Software (TaxCycle), preparing a draft personal tax return based on the provided documentation.
• Quality Control: Conducting a meticulous review of the draft return to ensure accuracy and compliance with Canadian tax regulations.
• High-Volume Work: Managing a high volume of client interactions and tax returns efficiently and professionally.
• Team Collaboration: Collaborating with senior staff to submit draft returns for their review and guidance. Collaborating with billing staff to submit invoices to clients.

Qualifications:
To excel in this role, you should have:

• Proficiency in TaxCycle
• Strong knowledge of Canadian tax regulations.
• Excellent communication and client-facing skills.
• Attention to detail and a commitment to accuracy.
• Prior experience with Karbon or a similar workflow management system would be a strong asset

Why Choose Your Bottom Line?

• Opportunity to work remotely/hybrid and enjoy a flexible work arrangement.
• A collaborative and supportive team culture that fosters development and innovation.
• Opportunities for professional growth and career advancement within our organization.
• Competitive compensation and benefits.
• Exposure to diverse tax challenges and opportunities.
• Tech to make client requests smoother

Application Process:
If you are a tech-savvy, detail-oriented individual with strong communication skills and the ability to provide support to clients of varying financial knowledge, and are seeking a rewarding remote/hybrid seasonal opportunity, we encourage you to apply.

Please submit your resume and a cover letter or short video outlining your relevant skills and why you believe you would be a valuable addition to our team.

You must also fill out our initial intake form HERE - https://shorturl.at/lwAW4

Applicants will be reviewed and selected for a phone interview, after which a select few will be chosen for a final interview.

This job description is a general outline and may be subject to updates and revisions as needed.

Job Types: Full-time, Part-time, Seasonal
Contract length: 6 months

Salary: $25.00-$40.00 per hour

Expected hours: 40 – 50 per week

Benefits:

• Casual dress
• Company events
• Dental care
• Extended health care
• Flexible schedule
• On-site parking
• Paid time off
• RRSP match
• Store discount
• Tuition reimbursement
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday
• Weekends as needed

Supplemental pay types:

• Bonus pay
• Commission pay

Experience:

• Personal Tax Preparation: 4 years (required)

Work Location: Hybrid remote in Oshawa, ON L1H 1C2