Canadian Personal Tax Preparer

Remote · Full-Time January to June · 6 PM to 2 AM South Africa Time

About Us

We’re a small Canadian bookkeeping and tax firm with a remote team. We’re hiring a tax preparer for Canadian personal returns.

About the Role

You’ll prepare Canadian personal income tax returns (T1) from start to ready-to-file: gather the slips, work through the client’s documents, flag what’s missing, and hand over a clean return for review.

What You’ll Do

• Prepare T1 returns, including self-employment (T2125), rental (T776) and investment income
• Pull slips and prior-year information through CRA Auto-fill my return
• Review client documents, request what’s missing, and track open items
• Prepare returns for review and e-filing in Canadian tax software
• Handle CRA notices, reassessments and adjustment requests
• Track filing and payment deadlines for every client

Who You Are

• Fluent in Canadian tax. You know the T1 and its schedules without looking them up.
• Careful. You tie every slip and every number before a return goes to review.
• Organized. You keep dozens of returns moving at once in tax season.
• Clear. Your document requests and notes are short and specific.

Must-Haves

• 2+ Canadian tax seasons preparing T1 returns
• T2125 and T776 experience
• Experience with Canadian tax software
• Excellent written English
• Available full-time from January to June, Monday to Friday, 6 PM to 2 AM South Africa time (night shift)
• Reliable internet, quiet workspace, and backup power and internet
• References we can speak with

Nice-to-Haves

• Year-round availability for adjustments and bookkeeping support
• Family and couple returns (spousal and dependant credits, pension splitting)
• Corporate (T2) or trust (T3) exposure
• Accounting or tax qualification

Software

If you have experience with any of the following, note it in your application and tell us which one you prefer:

• QuickBooks Online Accountant (Pro Tax)
• TaxCycle
• ProFile
• Taxprep (CCH iFirm)
• UFile
• DT Max
• CRA Represent a Client

Logistics

• Schedule: Full-time January to June, Monday to Friday, 6 PM to 2 AM South Africa time (9 AM to 5 PM Vancouver time). Year-round hours are available for the right person.
• Setup: 100% remote
• Compensation: Based on experience. Share your expectations in your application.
• Term: Every tax season, with year-round work possible

How to Apply

Apply through this posting. Generic applications will be ignored.

Follow these instructions exactly:

1. Start the first line of your application with the word SLIPS in capital letters.
2. Answer the four questions below in order, numbered 1, 2, 3, and 4.
3. After your answers, list the software from the list above that you have used, one per line, with the number of tax seasons beside each. If you have used none of them, write “None.”
4. On the next line, write PREFERRED: followed by the tax software you prefer to work in and one sentence on why. It can be software that isn’t on our list.
5. End your application with your salary expectation for full-time work on these hours from January to June, written as a monthly amount in USD.

The four questions:

1. How many Canadian T1 returns did you prepare last tax season, and roughly how many included self-employment (T2125) or rental (T776) income?
2. A self-employed client sends a year of bank statements and says everything in the account is business. What do you check before you prepare the T2125?
3. A client’s Notice of Assessment shows a balance owing because a T4A slip was left off the return. What do you do?
4. What industries have you worked with the most?

Applications that skip any of these steps will not be reviewed.

Canadian Personal Tax Preparer