Tax Analyst

Collage; Burlington; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Vacation

Personal leave

RRSP/TFSA

Half-day Fridays

Office closure

Fitness stipend

Company events

Casual Fridays

Longer Feb-Apr hours

Job summary

SB Partners LLP, a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario, is seeking a motivated Tax Analyst to join our team. The role involves working with diverse clients and collaborating on tax compliance, research, and planning engagements to deliver high-quality service.

We offer a supportive, values-driven environment and opportunities to grow professional skills in Canadian taxation, with a 37.5-hour workweek and additional hours during peak periods.

Qualifications

• 12 months of experience in tax, accounting or a similar role within a public accounting firm.
• CPA designation completed or actively being pursued, with expected completion within 6–12 months.

Responsibilities

• Prepare and review corporate, trust, personal, and occasional partnership tax returns.
• Assist tax partners and senior team members with tax planning engagements for owner-managed businesses, corporations, trusts, and individuals.
• Conduct research on Canadian income tax legislation, regulations, and CRA positions.
• Communicate professionally with clients, government agencies, and internal team members regarding tax matters.

Skills

Tax compliance

Client communication

Research

Time management

Detail-oriented

Excel

Education

Post-secondary accounting/finance program

CPA designation in progress or completed

Tools

Caseware/Caseview

TaxPrep software

Excel

Job description

SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For over 50 years, SB Partners has served a diverse set of clients and is one of the leading independent CPA firms in the GTA. Our primary client base is entrepreneurial, owner-managed businesses, corporate subsidiaries, and not-for-profit organizations.

Enjoy the rewards and possibilities of working with a team of dedicated, values-driven colleagues who support you and celebrate your accomplishments. Your role will be integral in making a difference in the lives of the team and your clients, along with creating a positive impact in the community.

We are seeking a motivated and detail-oriented Tax Analyst to join our team.

Purpose of the position:

As a Tax Analyst, you will build your technical tax expertise while working with a diverse client base. You will collaborate closely with managers, senior managers, and partners on tax compliance, research, and planning engagements, gaining exposure to a wide range of tax matters. This role offers the opportunity to develop your professional skills, expand your knowledge of Canadian taxation, and contribute to delivering high-quality service to our clients.

Key responsibilities and duties:

• Prepare and review corporate, trust, personal, and occasional partnership tax returns.
• Prepare and file various tax elections, forms, and information returns.
• Ensure tax filings are completed accurately and within established deadlines.
• Assist tax partners and senior team members with tax planning engagements for owner-managed businesses, corporations, trusts, and individuals.
• Conduct research on Canadian income tax legislation, regulations, and CRA administrative positions.
• Assist in developing solutions for routine and non-routine tax matters.
• Respond to client and internal requests and tax-related inquiries in a timely and professional manner.
• Communicate professionally with clients, government agencies, and internal team members regarding tax matters.
• Manage competing deadlines for multiple partners and managers while providing quality service to clients.
• Regularly communicate with managers on the status of files.
• Proactively use resources to solve problems prior to escalating questions to a manager.
• Assess file workload and communicate budget updates to a manager.
• Ensure time worked on each file is accurately recorded in the practice management system.
• Provide guidance to junior and co-op team members.
• Other duties, as assigned.

What you offer:

• Minimum 12 months of experience in tax, accounting or a similar role within a public accounting firm, including at least one busy season.
• Graduate of a post-secondary accounting or finance program.
• CPA designation completed or actively being pursued, with expected completion within the next 6–12 months, preferred.
• Enrolled in or interested in pursuing the CPA In-Depth Tax Program.
• Working knowledge of Canadian income tax legislation and compliance requirements.
• Strong client service and communication skills, both written and verbal.
• Reviews own work for completeness, accuracy, and adherence to firm standards prior to submission for review.
• Organized and dependable with strong follow-through.
• Receptive to feedback and able to apply established procedures consistently.
• Strong attention to detail.
• Experience with Microsoft Word and Excel.
• Experience using Caseware/Caseview and TaxPrep software is considered an asset.

What we offer:

• 3 weeks' vacation annually
• 40 hours of personal/family leave annually
• RRSP/TFSA Program
• Half Day Fridays in July and August
• Office Closure between December 24th-January 1st (in addition to your vacation time)
• Annual Fitness Stipend
• Company Events & Swag
• Casual Dress Fridays
• 37.5 hour workweek, additional hours beyond the standard as required during February, March, and April to meet objectives & deadlines.

SB Partners LLP is an inclusive employer dedicated to building a diverse workforce. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise Human Resources to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

This posting is to fill an existing vacancy. The salary range for this role is $60,000 - $85,000 per year. Compensation within the posted range will be based on the successful candidate's qualifications, experience and skills.

We thank all applicants in advance for their interest, however, only those candidates selected for an interview will be contacted.