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Tax and Operations Coordinator

1 month ago

Hamilton, Canada Your Planners Full time

Full-Time | Permanent | Growth Opportunity

About Your Planners

At Your Planners, we help families and business owners make confident financial, tax, and estate planning decisions that support the life they want today and the legacy they want tomorrow.

We’re an independent, multi-advisor firm offering financial planning, investment management, tax preparation, and insurance solutions — all under one roof.

As we continue to grow, we’re looking for a detail-driven, tech-savvy professional to join our team and help keep our operations running smoothly.

Position Overview

We’re hiring a Tax & Operations Coordinator — an organized, client-focused professional who enjoys variety in their work.

This role combines administrative support, personal tax preparation, QuickBooks bookkeeping, and trade processing for mutual fund and insurance investments.

It’s ideal for someone with experience in financial services, accounting, or tax preparation who’s ready to take ownership of firm operations and grow into a Senior Operations Manager position.

Key Responsibilities

Office Administration

Manage client documentation, scheduling, and e-signature workflows

Maintain CRM records, compliance files, and internal reporting

Support advisors with meeting preparation and follow-up tasks

Tax Preparation (T1 Personal Returns)

Prepare and organize personal tax returns using CCH iFirm Tax software

Gather and input client tax slips and supporting documents

Monitor filing deadlines, e-file submissions, and CRA correspondence

Accounting & Bookkeeping

Record and reconcile firm accounting transactions in QuickBooks Online

Track expenses, revenue, and advisor commission schedules

Assist with monthly reporting and year-end preparation

Trade Processing (Administrative Only)

Input mutual fund and segregated fund trades under advisor supervision

File trade confirmations and reconcile client account records

What You Bring

2–5 years of experience in financial services, accounting, or tax preparation

Hands-on experience with QuickBooks Online, Excel, and CCH iFirm

Strong attention to detail, organization, and accuracy under deadlines

Clear written and verbal communication skills

Professionalism, confidentiality, and a strong sense of accountability

Interest in learning operations management and compliance processes

Why Join Your Planners

Competitive salary: $55,000 – $60,000 (commensurate with experience)

Extended health & dental benefits

Paid continuing education and professional development

Supportive team culture — you’ll work directly with experienced planners and advisors in a collaborative environment

How to Apply

If you’re organized, resourceful, and ready to grow your career in a respected financial planning firm, we’d love to hear from you.

Apply with your resume and a brief cover letter explaining why you’re a great fit.