Tax Preparation/administration

20 hours ago

Halifax, Canada Unbordered Tax Inc. Full time

This position involves tax preparation and administrative duties related to the operations of a tax-focused CPA firm. The duties are summarized below.

This position works under moderate levels of supervision from managers. The incumbent must be ordinarily available Monday to Friday during standard business hours (8:30 a.m. to 5 p.m. - an 8 hour day with a ½ hour break). Weekly hour requirements vary throughout the year; our busy season requires 48 hours per week (Monday to Saturday, mid-February to June) while the summer season only requires 35 hours per week (June to September). The remainder of the year is 40 hours per week. Overtime is occasionally but not regularly required beyond what is described above; overtime is a condition of employment.

This job description is a guideline only and the incumbent may be required to perform other duties, on an ad-hoc or permanent basis, for which the incumbent is qualified.

Share
What you'll do

**Responsibilities**:
Data entry into various software programs, especially Excel and tax preparation software
Scanning and filing client paper and electronic records
Interacting with clients, investment advisors and accountants to gather and to send relevant client information
Verifying timesheets entered into time and billing system
Maintaining financial records and interacting with bookkeeper
Arranging for payment of payables
Billing and collecting
Depositing payments and recording
Taking mail to Canada Post location
Fielding client questions about onboarding or client service issues
Maintenance and updating of CRM and project tracking lists
Scheduling client meetings
Ordering/picking up office supplies

What you'll need

**Qualifications**:
**Education**: Any post-secondary college diploma or university degree. Tax preparation experience is not required. Administrative experience is an asset.

**Required skills**:
Familiarity with Microsoft Office products;
Highly organized;
Clerical accuracy and the ability to self-review to ensure a low error rate;
Able to prioritize tasks while remaining flexible to change;
Ability to manage time efficiently;
Effective customer service leadership and teamwork skills;
Excellent communication and active listening skills;
Problem-solving and negotiation skills;
Must be self-motivated and able to work independently;
Dedication to personal growth and learning both inside and outside the work environment;
Must be able to maintain confidentiality with organizational and customer information.

**Physical requirements**:
Lifting 20 lbs. (e.g. moving boxes of printer paper)
Completing repetitive motion tasks (e.g. filing or working on the computer)
Visual concentration (e.g. using the computer)

All work is performed in office. Position is not available remotely.

We're looking for
Core Skills
CRM Administrative Work Data Entry Microsoft Excel Working With Clients Tax Preparation
A little bit about us
Unbordered Tax Inc.

Unbordered provides cross-border tax services to clients throughout North America.

We are not a full-service firm. Instead, we focus on our core competency - providing advisory and compliance services to individuals and businesses with Canadian/U.S. cross-border complications. Essentially, you qualify to be a client if your tax situation involves more than one country.

We aim to keep things simple for our clients, to work efficiently through streamlined processes and systems, and to offer great value and quality service. Our clients dread tax season a lot less.

Are you interested?
Work With Us

  • Tax Preparation/administration

    20 hours ago

    Halifax, Canada Unbordered Tax Inc. Full time

    This position involves tax preparation and administrative duties related to the operations of a tax-focused CPA firm. The duties are summarized below. This position works under moderate levels of supervision from managers. The incumbent must be ordinarily available Monday to Friday during standard business hours (8:30 a.m. to 5 p.m. - an 8 hour day with a...

  • Tax Administrator

    3 days ago

    Halifax, Canada Unbordered Tax Inc. Full time

    We are looking for a Tax Administrator to join our growing team. This role involves tax preparation and administrative duties related to the operations of a tax-focused CPA firm. Share What you'll do **Responsibilities**: Data entry into various software programs, especially Excel and tax preparation software Scanning and filing client paper and electronic...

  • Tax Preparation/administration

    20 hours ago

    Halifax, Canada Uptree HR Full time

    This position involves tax preparation and administrative duties related to the operations of a tax-focused CPA firm. The duties are summarized below. This position works under moderate levels of supervision from managers. The incumbent must be ordinarily available Monday to Friday during standard business hours (8:30 a.m. to 5 p.m. - an 8 hour day with a...

  • Income Tax Preparer

    3 days ago

    Halifax, Canada Golden Touch Accounting Services Inc. Full time

    **About the Role** We are seeking a motivated and detail-oriented **Income Tax Preparer** to join our team in Halifax, NS. This is a full-time, in-person position that plays an important role in supporting both administrative and taxation preparation functions within our firm. **Key Responsibilities** - Coordinate and schedule client appointments. -...

  • Tax Preparer

    5 days ago

    Halifax, Canada Golden Touch Accounting Services Inc. Full time

    **Job Summary** **Duties** - Prepare and file T1 income tax returns for individuals and businesses. - Analyze financial information to ensure accurate reporting and compliance with tax laws. - Maintain up-to-date knowledge of tax regulations and changes in legislation. - Communicate effectively with clients to gather necessary documentation and answer...

  • Tax Preparer

    2 weeks ago

    Halifax, Canada Maritime Consulting, CPA Ltd Full time

    Job Overview: **Responsibilities**: - Prepare and complete accurate tax returns for individuals, businesses, and organizations - Gather necessary financial documents and information from clients - Review client records and financial statements to identify potential deductions or credits - Calculate taxes owed or refunds due based on the information...

  • Office Administration/data Entry

    2 weeks ago

    Halifax, Canada Unbordered Tax Inc. Full time

    This position involves administrative and data entry duties related to the operations of a tax-focused CPA firm. The duties are summarized below. This position works under moderate levels of supervision from managers. The incumbent must be ordinarily available Monday to Friday during standard business hours (8:30 a.m. to 5 p.m. - an 8-hour day with a ½...

  • Tax Manager

    6 days ago

    Halifax, Canada Clarified Accounting Full time

    Job Summary: **Responsibilities**: - Develop and implement tax strategies to minimize tax liabilities - Prepare and review federal, state, and local tax returns - Conduct research on tax issues and stay updated on changes in tax laws - Coordinate with external auditors during tax audits - Provide guidance on tax implications of business decisions - Review...

  • Tax Manager

    2 weeks ago

    Halifax, Canada High Liner Foods Full time

    **Job Overview** **Essential Duties and Responsibilities** - Tax Strategy & Planning- Work with our external tax advisors to support the design and execution of the organization’s tax strategy to optimize tax efficiency and best position funds for optimal after-tax returns to investors. - Support our external tax advisors in analyzing tax implications of...

  • Administrative Coordinator

    2 weeks ago

    Halifax, Nova Scotia, Canada Accounting Staffing And Administrative Staffing Full time

    Job DescriptionAre you an organized, detail-oriented professional with experience in administrative support within an accounting or tax environment? We're looking for a proactive and efficient Administrative Coordinator to join our client's established, reputable, and local mid-sized accounting and tax firm in Halifax, Nova Scotia. This newly created role...