Senior Tax Specialist

4 days ago
Ottawa, ON, Canada Baker Tilly Canada Full-time
  • Review completed T1 returns for accuracy, completeness, reasonableness, and proper documentation.
  • Verify income slips, CRA data imports, deductions, credits, balances owing/refunds, and carryforward information.
  • Review Northern Residents Deduction, travel claims, residency documentation, rental/business schedules, prior-year filings, and other higher-risk areas.
  • Confirm that files are assembled and documented sufficiently for partner review, invoicing, signing, and release.

Coaching and staff support

  • Provide timely feedback to preparers and co-op students.
  • Answer technical questions and help preparers resolve routine issues.
  • Identify recurring errors and recommend refresher training or process changes.
  • Support onboarding and training for seasonal staff.

Quality control and escalation

  • Ensure firm procedures are followed consistently for authorization forms, CRA data import, paperless files, review assembly, and client follow-up.
  • Escalate unusual, sensitive, or high-risk matters to the partner/manager or Tax Operations Coordinator.
  • Assist with CRA pre-assessment or post-assessment response preparation when required.
  • Help maintain standard checklists, templates, and technical reference materials.

Workflow support

  • Coordinate with the Tax Operations Coordinator to manage review queues and keep files moving.
  • Prioritize older files, urgent client matters, and returns approaching filing deadlines.
  • Communicate review status and blockers clearly.

Qualifications and Experience

  • Minimum 3 years of personal tax preparation experience preferred.
  • Experience reviewing T1 returns and coaching junior staff.
  • Strong knowledge of Northern Residents Deduction and travel claims is strongly preferred.
  • CPA designation, CPA student status, or equivalent tax experience is an asset.
  • Ability to work onsite and remain organized under peak-season pressure.

Application Information:

We offer a very competitive salary and benefits package based on experience and qualifications, as well as the opportunity to excel and advance your career in a dynamic public accounting environment.

We thank all applicants for their interest but only those candidates selected for an interview will be contacted.

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