Tax Analyst
- Burlington, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Posting language
- English
- Posted
Original job description
Our client, a leading independent public accounting firm, is seeking a detail-oriented Tax Analyst to join their team in Burlington, Ontario. This is an excellent opportunity for an accounting professional looking to grow their expertise in Canadian taxation while working alongside experienced tax professionals and supporting a diverse portfolio of clients.
In this role, you will be responsible for preparing tax returns, conducting tax research, and assisting with tax planning and compliance activities for individuals, corporations, trusts, and owner-managed businesses.
Key Responsibilities:
- Prepare and review corporate, personal, trust, and occasional partnership tax returns.
- Prepare and file tax elections, forms, and information returns accurately and within established deadlines.
- Assist senior team members with tax planning engagements and identify opportunities to optimize tax outcomes
- Research Canadian income tax legislation, regulations, and Canada Revenue Agency (CRA) guidelines.
- Support the resolution of routine and complex tax matters.
- Respond to client inquiries and communicate professionally with clients, government agencies, and internal teams.
- Manage multiple assignments and competing deadlines while maintaining high-quality client service.
- Provide regular updates to managers regarding file progress, workload, and budget requirements.
- Maintain accurate time records and ensure work meets established quality standards.
- Provide guidance and support to junior and co-op team members as needed.
Qualifications:
- Post-secondary education in Accounting, Finance, or a related field.
- CPA designation completed or in progress, ideally with completion expected within the next 6–12 months.
- Interest in pursuing the CPA In-Depth Tax Program.
- Minimum of 12 months of experience in tax, accounting, or a similar role within a public accounting firm, including at least one busy season
- Working knowledge of Canadian income tax legislation and tax compliance requirements.
- Proficiency in Microsoft Word and Excel; experience with CaseWare, CaseView, and TaxPrep is an asset.
- Strong analytical skills, attention to detail, and commitment to accuracy.
- Excellent written and verbal communication skills with a client-focused approach.
- Strong organizational skills and the ability to manage multiple priorities.
- Willingness to learn, accept feedback, and work collaboratively with colleagues.
More about this job
Responsibilities
The Tax Analyst at Patch & Permasearch will prepare and review tax returns and forms, research Canadian tax rules, and help with tax planning. The role also involves answering client questions and reporting progress to managers.
Requirements
Candidates need a post-secondary degree in accounting or finance, a CPA designation completed or in progress, and at least 12 months of tax or accounting experience including a busy season. Strong Canadian income tax knowledge and Excel skills are needed.
Skills
- CaseWare
- CaseView
- TaxPrep
- Microsoft Excel
- Microsoft Word
- tax return preparation
- tax planning
- tax research
- CRA guidelines
- tax compliance
- analytical thinking
- attention to detail
- client communication
- time management
- workload prioritization
- mentoring junior staff
Categories
- Finance & Accounting
- Consulting
- Legal
Keywords
- Tax Analyst
- Canadian taxation
- income tax
- tax returns
- tax compliance
- tax planning
- CPA
- CPA In-Depth Tax Program
- CaseWare
- CaseView
- TaxPrep
- Excel
- Microsoft Word
- public accounting
- CRA
- tax research
- corporate tax
- personal tax
- trust tax
- partnership tax
Seniority
Entry level
Licences and certifications
- CPA
Tools
- CaseWare
- CaseView
- TaxPrep
- Microsoft Excel
- Microsoft Word
Languages
- English
Fields of study
- Accounting
- Finance