Junior Preparer

Cadesky Tax Firm; Toronto; Hybrid; CAD 42,000 - 56,000; Full time

Job summary

Cadesky Tax in Toronto is seeking a Junior Preparer to work on Canadian and U.S. tax compliance matters in our Downtown office. This in-office position is ideal for someone eager to develop their skills in a supportive, learning-focused environment.

Located in our Downtown office, you will handle Working Paper Files, data entry, and preparation of tax schedules while developing your capabilities in cross-border tax compliance. Overtime may be required as part of busy periods.

Qualifications

• Strong interpersonal skills and fluent English communication.
• Experience with Microsoft Excel and Word.
• Willingness to learn and take direction from senior staff.
• Attention to detail; able to self-review work before submission.
• Some accounting experience preferred.

Responsibilities

• Sort and track tax slips; compare to prior year to identify gaps.
• Organize and prepare Working Paper Files.
• Prepare Excel summaries for Canadian and US tax purposes.
• Data entry for Canadian and US tax purposes.
• Prepare Capital Gains schedules.
• Complete FBAR and T1135 data entries.
• Self-review and reconcile tax returns to working papers.
• Track CRA/IRS notices and keep senior staff informed.
• Draft engagement letters and follow up for signatures.
• Follow up with clients for signed forms and retainers.
• Call CRA for progress and status updates.

Skills

Interpersonal skills

English communication

Microsoft Excel

Microsoft Word

Willingness to learn

Attention to detail

Self-review

Overtime flexibility

Accounting exposure

Tools

Microsoft Excel

Microsoft Word

Job description

January 23, 2026 | Cadesky Tax and Cadesky U.S. Tax Ltd. are independent tax consulting firms.

Cadesky Tax is a tax consulting firm based in Toronto, Ontario. We work with a wide range of clients including private businesses, owner-managers, multi-jurisdictional families and businesses, multi-national corporations and high net worth individuals. We assist in designing and implementing tax strategies that result in minimizing tax for our clients.

About the Role

Located in our Downtown office, the Junior Preparer will work on Canadian and U.S. tax compliance matters. This is an in-office position ideal for someone eager to develop their skills in a supportive, learning-focused environment.

Requirements

• Must have strong interpersonal skills - able to communicate effectively, written and verbally, with clients, client's advisors, and fellow team members in English
• Must have good computer skills including experience with Microsoft Excel and Word
• Receptive to direction and guidance
• Attention to detail, able to do self-review of any work before submitting to senior staff
• Willing to learn
• Be able to do honest self-assessments and be able to approach senior staff with questions
• Able to work overtime if required
• Some accounting experience would be preferred

Job Functions

• Recognize, sort and track various types of tax slips and information, compare to prior year to determine what may be missing and what is new.
• Organization and preparation of Working Paper Files
• Prepare working papers (Excel) to summarize income for Canadian and US tax purposes
• Data entry for Canadian and US tax purposes (slips and manual entries)
• Preparation of Capital Gains Schedules (based on information received from clients and/or their financial advisors)
• Complete FBAR and T1135 data entries
• Ability to perform a self-review and reconcile tax return to working papers
• Ability to keep track and act on any CRA or IRS Notices. Ensure senior staff is fully informed.
• Ability to prepare draft engagement letters and follow up with staff to ensure engagement letters are finalized and sent to clients for signature
• Follow up with clients to get back signed engagement letters and, if applicable, retainers
• Ability to keep track of outstanding signed forms and follow up with clients. Ensure received signed forms are acted upon accordingly.
• Calls to CRA for progress and status updates of support provided

Cadesky Tax is committed to diversity and equity. We thank all applicants, but only those who qualify will be contacted for an interview.

Cadesky Tax and Cadesky U.S Tax Ltd. are committed to diversity and equity and we thank all applicants, but only those who qualify will be contacted for an interview.