Accounting Technician

This is an opportunity to join a tax team as well as a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, full financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investments alongside a partnering relationship.

This is an opportunity to elevate your tax preparation skills by integrating T1 and T2 returns into a client's comprehensive financial plan. This role goes beyond simply preparing tax returns at a fast pace, it provides the chance to gain deeper experience, knowledge, and strategic insight. For our team, T1 filing is just the starting point in delivering meaningful value to clients. Implementing a written tax plan brings a higher level of work fulfillment, enabling you to make a real difference to clients financial. Imagine recommending and assisting with strategies such as RRSP contributions, incorporations, or making a client's mortgage tax-deductible and other initiatives that save tax and create a lasting impact on clients' financial well-being.

The successful candidate will collaborate closely with our CPA accountant and financial planners to support financial planning, tax planning, and year-round client recommendations. This role offers a diverse range of responsibilities, breaking away from the monotony of routine tax preparation and providing a dynamic and engaging work environment.

The successful candidate will be actively encouraged and supported to further their education and professional development to enhance their knowledge and advance their career.

The successful candidate will have strong and professional communication skills as well as vast experience with excel and Adobe and the ability to adapt easily to different technology and software solutions.

Strong organizational and management skills are essential for this role, throughout the increased workload during tax season. The ideal candidate must demonstrate the ability to effectively prioritize tasks and perform under pressure while meeting tight deadlines.

Following process and procedures must be embraced by the candidate. The candidate must be

detail-oriented who values structure and consistency in the workplace. The ideal candidate must demonstrate a strong ability to understand, follow, and uphold company policies and procedures. By adhering to established guidelines, you will play a crucial role in maintaining operational efficiency, ensuring compliance, and contributing to a culture of excellence and accountability. If you thrive in an environment where precision and adherence to standards are paramount, we encourage you to apply.

The location of the candidate is in Saskatoon. We kindly decline any applicants not located in Saskatoon.

Duties:

• Facilitating the preparation of the T1 and T2 returns and T3, T4 and T5's.
• Prior to tax preparation, review all client documents, identify missing or unnecessary items, obtain any required documentation, and ensure the file is complete and ready for final preparation.
• Obtaining information required for preparation from CRA Represent a Client, tax packages and reports for investment accounts, mortgage statements, etc.
• Spreadsheet preparation for some clients including minor rental, medical and donation spreadsheet calculations and totals.
• Coordinating and preparing for client drop off meetings as well as management of the files received at the office.
• Coordinating and delivering the prepared tax file, coordinating meetings, obtaining signatures and completing final steps of filing the T1 return.
• Assisting with the preparation of the written tax plan.
• Preparing CRA reviews and uploading of documents to the CRA.
• Acting as a liaison with the CRA on matters related to client files.
• Assisting with RRSP, income and financial planning recommendations.
• Managing and responding to client inquiries.

Join our team as a Tax Technician and take the next step in your career with a dynamic and supportive organization. This role offers opportunities for growth, professional development, and the chance to make a meaningful impact on clients' financial success. If you have the skills, dedication, and passion for excellence, we invite you to apply and become a valued member of our team. We kindly decline any applications that are not located in Saskatoon and without minimum 3 years T1 preparation experience.

Job Type: Full-time

Pay: $60,000.00-$84,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care
• Work from home

Experience:

• Accounting: 3 years (required)

Location:

• Saskatoon, SK S7K 0E8 (required)

Work Location: In person