Senior Tax Specialist / Reviewer

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

• 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.

Coaching and staff support

• 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.

Quality control and escalation

• Ensure firm procedures are followed consistently for authorization forms, CRA data import, paperless files, review assembly, and client follow-up.
• 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.

Workflow support

• 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.

Qualifications and Experience

• 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.

Application Information:

We offer a very competitive salary and benefits package based on experience and qualifications, as well as the opportunity to excel and advance your career in a dynamic public accounting environment.

We thank all applicants for their interest but only those candidates selected for an interview will be contacted.