Senior Tax Specialist & Quality Coach

Baker Tilly International; Canada; Remote; CAD 65,000 - 90,000; Full time

Job summary

Baker Tilly International is seeking a skilled tax professional to join our Canada team. The role focuses on reviewing T1 returns, verifying CRA data imports, deductions, credits, and ensuring accurate, well-documented files for partner review and release.

Responsibilities include coaching junior staff, answering technical questions, and supporting onboarding for seasonal staff, while maintaining high quality during peak season.

Qualifications

• Minimum 3 years of personal tax preparation experience preferred.
• Experience reviewing T1 returns and coaching junior staff.
• Strong knowledge of Northern Residents Deduction and travel claims is strongly preferred.
• CPA designation, CPA student status, or equivalent tax experience is an asset.
• Ability to work onsite and remain organized under peak-season pressure.

Responsibilities

• Review completed T1 returns for accuracy, completeness, reasonableness, and proper documentation.
• Verify income slips, CRA data imports, deductions, credits, balances owing/refunds, and carryforward information.
• Review Northern Residents Deduction, travel claims, residency documentation, rental/business schedules, prior-year filings, and other higher-risk areas.
• Confirm that files are assembled and documented sufficiently for partner review, invoicing, signing, and release.
• Provide timely feedback to preparers and co-op students.
• Answer technical questions and help preparers resolve routine issues.
• Identify recurring errors and recommend refresher training or process changes.
• Support onboarding and training for seasonal staff.
• Coordinate with the Tax Operations Coordinator to manage review queues and keep files moving.
• Prioritize older files, urgent client matters, and returns approaching filing deadlines.
• Communicate review status and blockers clearly.
• Escalate unusual, sensitive, or high-risk matters to the partner/manager or Tax Operations Coordinator.
• Assist with CRA pre-assessment or post-assessment response preparation when required.
• Help maintain standard checklists, templates, and technical reference materials.

Skills

Coaching junior staff

Attention to detail

Organizational skills

Education

CPA designation or CPA student status

Equivalent tax experience

Job description

Baker Tilly International is seeking a skilled tax professional to join our Canada team. The role focuses on reviewing T1 returns, verifying CRA data imports, deductions, credits, and ensuring accurate, well-documented files for partner review and release.

Responsibilities include coaching junior staff, answering technical questions, and supporting onboarding for seasonal staff, while maintaining high quality during peak season.