Tax Preparer

We are currently accepting resumes for employment as an **Experienced Income Tax Preparer on-site** in our tech-friendly office in Gasoline Alley, Red Deer County.

The successful applicant will primarily **prepare personal income tax returns** and provide additional production (accounting, bookkeeping) and administrative support as needed in a team environment.

The **initial contract** term will be from January 2025 **until May 2025**, with a highly probable **extension for an anticipated maternity leave until May 2026**. Growth of firm during this period **may develop into a permanent position.**

**High-volume personal income tax preparation experience is required.**

Preference will be given to those with CPA firm / public practice experience that demonstrate **extremely high computer skills**.

**Job Duties**
- Prepare personal tax returns, GST, and other tax compliance (ex: T4, T5, T1135, UHT, and others) ensuring compliance with government standards
- Prepare and summarize accounting records for business, farm, rental, and vehicle expense statements.
- Provide assistance with administrative support duties like scanning, sorting, and converting client paper records to electronic format as a key member of the production team
- Respond to basic compliance related questions and queries from clients
- Raise identified tax filing issues with management
- Investigate and correct irregularities in financial information, documents, and reports with limited oversight
- Update colleagues through our detailed file tracking system on the progress of files on a real-time basis
- Collaborate with other staff members to effectively work together in order to achieve team success
- Assume responsibility for your own performance and be efficient in managing a high workload in a time-pressured deadline situation
- Work with tax preparation software (TaxCycle), bookkeeping software (Xero, Quickbooks, Sage) and provide support to clients using our secure (ShareFile) system.
- You still there? We’re almost through the boring stuff _

**Experience Requirements**
- Tax preparation experience working on **hundreds of returns** in a CPA firm environment
- Preference will be given to those with at least two (2) years of recent tax preparation experience
- Experience in communicating with complete strangers (ie: the public) and customers in a professional manner
- Demonstrated a high level of computer literacy in previous work environment. For example, creating formulas and spreadsheets from a blank form in Microsoft Excel. **(as a tech-focused firm we cannot stress this enough)**

**Technology Assets**
- **Extremely strong computer literacy** is a must. See: tech-focused firm above.
- Self-motivated to learn new software changes quickly
- Familiarity in using high-volume tax preparation software: (example: TaxCycle, ProFile, TaxPrep, DTMax).
- **Advanced **skills in Microsoft Excel (as well as utilizing MS Teams, Word, Outlook, and Adobe Acrobat Pro _(not Adobe Reader)._
- Experience working with multiple bookkeeping software packages both online and on desktop including Xero, QuickBooks, and Sage.

**Personal Characteristics (on the serious side)**
- Displays positivity, enthusiasm, optimism, drive, and passion while maintaining a high level of productivity through self-motivation.
- Professional whose honesty, integrity, high ethical standards, open communication contribute to effective leadership and optimal business relationship.
- Vigorously protect and secure our client information under the requirements of privacy and confidentiality laws under PIPEDA (Federal) and PIPA (Alberta) while understanding penalties and taking additional precautions to prevent security breaches.
- Effectively expresses ideas and conveys information in timely business writing, documentation, conversations, and interactions with others
- Understands the importance of high-quality service by being courteous, responding to requests in a timely manner, while gathering feedback and monitoring satisfaction of others
- Works collaboratively with team members and management in order to achieve a common goal while developing, maintaining, and strengthening relationships
- Takes responsibility for one's own actions, good or bad, and performance by setting clear goals, tracking progress against those goals, while extremely organized and uses personal judgment and decision making
- Committed to ongoing learning and skill improvement in a constantly changing regulatory environment.
- Uses time efficiently and within budget to improve firm success
- Effectively manages multiple assignments, adapts to changing priorities on short notice, and is able to work independently, unsupervised, in a high-volume, deadline-driven environment.

**The Real You? (on the not-so-serious side)**
- Desire to become part of a small, cohesive, and tightly knit team (no drama allowed).
- Maintain a high level of customer service, product quality and accuracy, while taking pride