Financial Reviewer

21 hours ago


Vancouver, British Columbia, Canada Disability Solutions Full time

We are seeking a highly skilled Tax Specialist to join our team at Disability Solutions. As a Tax Specialist, you will play a vital role in supporting our clients by reviewing their tax returns and ensuring they meet the necessary requirements.

Salary Range

$45-$55 per hour (BC based on education, work experience, etc.)

About the Job

This is an exciting opportunity for a seasoned tax professional to bring their expertise to our team. You will be responsible for reviewing personal tax returns for Raymond James investment clients, ensuring accuracy and timeliness. Your attention to detail and ability to communicate effectively will be essential in delivering exceptional results.

A key aspect of this role is your ability to review electronic working paper files of all tax documentation used to support the tax return, prior to filing. Additionally, you will provide review notes to tax return preparers and ensure outstanding issues are resolved, prior to filing.

To succeed in this role, you will require a minimum of 3 years of public accounting firm experience, with a minimum of 2 years of experience working in Canadian taxation. A Canadian CPA Designation is also mandatory. If you possess excellent analytical skills, can work independently, and thrive in a team environment, we invite you to apply.

Responsibilities
  • Reviewing personal tax returns for Raymond James investment clients in a timely and accurate manner
  • Reviewing information gathered from clients, CRA online portal, and internal reports
  • Reviewing electronic working paper files of all tax documentation used to support the tax return, prior to filing
  • Providing review notes to tax return preparers and ensuring outstanding issues are resolved, prior to filing
  • Corresponding with clients or Financial Advisors/Agents to discuss outstanding information
  • Handling and responding to email enquiries related to tax returns


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