Tax Office Assistant

4 weeks ago


Toronto, Ontario, Canada Kelly Services, Inc. Full time
Job Title: Tax Office Assistant - Income Tax Preparation

We are seeking an experienced Tax Office Assistant to join our team at Kelly Services, Inc. This is a fantastic opportunity for a motivated and detail-oriented individual to work in a dynamic organization and contribute to the success of our clients.

Responsibilities:
  • Monitor and process incoming mail and email for client personal income tax documents
  • Maintain personal income tax client logs
  • Print and organize client personal income tax documents for Staff Accountants
  • Download client income tax slips from CRA to DT Max personal income tax software
  • Prepare personal income tax returns as requested
  • Filing personal income tax files in both paper and electronic formats
  • Assemble client income tax packages and assist with coordination of signatures
  • Assist Partners in logging status of signature forms and e-filed returns
  • Follow up with clients regarding outstanding income tax documents and signature forms
  • Assist Office Administrator with reception duties and processing incoming and outgoing mail and couriers
  • Prepare responses to CRA pre and post assessment review requests
  • Manage office process for Auditshield case registrations, claims, and billing
Requirements:
  • Minimum of two years of experience working in a professional services environment
  • Experience with Microsoft Excel and Microsoft Word
  • Active CRA MyAccount access for purposes of assigning CRA rep ID
  • Basic knowledge of Canadian personal income tax preparation
  • Experience with DT Max and Profile tax software is an asset
  • Excellent interpersonal skills with a strong focus on client service
  • Ability to develop a positive rapport with clients and staff
  • Excellent English communication skills, both written and verbal
  • Detail-oriented individual with strong organizational skills
  • Ability to manage time and adhere to deadlines
  • Ability to work independently and in a team environment

This is a permanent position with a salary range of $45k - $50k, depending on experience. If you're looking for an opportunity to grow and thrive in a dynamic organization, we encourage you to apply today.


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