Seasonal Income Tax Preparer
Career Opportunity
Tax-Pertise Services will be looking to hire a motivated and experienced Income Tax Preparer for the 2025 tax season. This is a seasonal contract position beginning with part-time pre-season training in early 2025, followed by full-time employment during the regular tax season that begins on February 18, 2025 and ends on April 30, 2025.
About Us
Tax-Pertise Services, located at 107 - 2289 Fairview St. in Burlington, ON, has been in business for over 30 years, is family owned and operated, and is well established and respected in its community. We are proud to be multiple award winners with the Burlington Post, Hamilton Spectator, and Flamborough Review Readers’ Choice Awards for our Income Tax Preparation and Accounting services. Work for us in a comfortable and professional setting, where your income will be guaranteed and not commission based!
Core Responsibilities:
Prepare tax returns for individuals and small businesses by reviewing tax documents and financial records, and processing simple to complex income tax returns using our professional software system
Communicate with clients to ensure complete and accurate information is gathered
Answer any client questions clearly, accurately, and with confidence
Collaborate with other income tax preparers and administrative staff within the office to work toward an efficient and effective workflow
Ensure client confidentiality and privacy
Senior Income Tax Preparer Additional Responsibilities:
Process client pickups and payments and answer any client questions clearly, accurately, and with confidence
Assist with eFile batch preparation and submission
Complete various administrative tasks such as eFile audits, filing, data entry to internal ledgers, preparing and executing client reminder calls
Perform settlement and closing procedures on night shifts where applicable
The job is fast paced and requires an efficient, motivated, and experienced candidate.
Qualifications:
2+ years of prior tax preparation experience with professional tax preparation software
Completed course of study in tax preparation and/or accounting
Strong verbal and written communication skills and the ability to effectively communicate in person
Previous experience in a customer service environment
Knowledge and experience with a Windows based computer system
Experience working in a fast-paced environment
Prior bookkeeping experience an asset
Schedule:
Guaranteed minimum of 35-40 hours/week for the duration of tax season
Must be available to work Mondays to Saturdays inclusive during the peak season, with a flexible work shift between the following hours (may be negotiable, based on availability):
9:00 am to 5:00 pm or 10:00 am to 6:00 pm Monday, Tuesday and Friday (8 hour shift)
9:00 am to 5:00 pm or 12:00 pm to 8:00 pm Wednesday and Thursday (8 hour shift)
9:00 am to 1:00 pm or 1:00 pm to 5:00 pm Saturdays (4 hour shift)
Compensation:
$22 - $28 / hour, commensurate with experience
Please forward all applications to: info@taxpertise.ca
Administrative Assistant
Career Opportunity
Tax-Pertise Services will be looking to hire a motivated and experienced Administrative Assistant for the 2025 tax season. This is a seasonal contract position beginning with part-time pre-season training in early 2025, followed by full-time employment during the regular tax season that begins on February 18, 2025 and ends on April 30, 2025.
About Us
Tax-Pertise Services, located at 107 - 2289 Fairview St. in Burlington, ON, has been in business for over 30 years, is family owned and operated, and is well established and respected in its community. We are proud to be multiple award winners with the Burlington Post, Hamilton Spectator, and Flamborough Review Readers’ Choice Awards for our Income Tax Preparation and Accounting services. Work for us in a comfortable and professional setting, where your income will be guaranteed and not commission based!
Core Responsibilities:
Respond to client enquiries in person and by phone (answering incoming calls)
Review income tax results with clients and process client payments
Sort, assemble and document incoming client files into general ledger
Call clients to inform them when files are completed and ready for pick up
Prepare and document files for batch eFiling
File completed client files
Enter data accurately and efficiently into Microsoft Excel spreadsheet
Process multiple priorities in a fast paced environment
Provide valuable support to our income tax preparation team and our clients
Help maintain general office tidiness
This job is fast paced and requires an efficient, motivated, and experienced candidate.
Qualifications:
Previous experience in a customer service environment
Superior organizational skills, and problem-solving abilities
Excellent verbal and written communication skills, time management skills and interpersonal skills
Knowledge of Microsoft Excel and Word
Experience working in a fast-paced environment an asset
Responsible and reliable
Self-directed and self-motivated
Schedule:
Guaranteed minimum of 35-40 hours/week for the duration of tax season
Must be available to work Mondays to Saturdays inclusive during the peak season, during main business core hours (9:30 am to 5:30 pm Monday to Friday; 9:30 am to 1:30 pm Saturdays)
Compensation:
$18 - $20 / hour, commensurate with experience