Research client issues that arise from compliance work using a variety of on-line sources;
Correspond with managers, staff and/or clients in answering clients’ specific personal tax queries or about matters that arise from compliance;
Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products.
Skills and attributes for success
2+ years previous experience reviewing Canadian and/or US personal tax returns
Attention to detail, excellent organizational skills and strong verbal and written communication skills;
A positive attitude and the ability to work under pressure;
If performing US tax work, the ability to obtain a US PTIN number;
Ideally, you’ll also
Possess knowledge of TaxPrep or CCH software would be an asset;
Bring previous experience with tax research tools would be an asset.
What we look for
Dedication to delivering exceptional client service and maintaining outstanding organizational and interpersonal connections, with a proven track record of effective teamwork;
Enthusiasm for technology-driven solutions and an eagerness to explore and implement them;
Interest in mentoring and fostering the development of junior team members;
Outstanding communication skills, both written and verbal;
Prior experience in US personal tax is advantageous, but not necessary.