Tax Analyst

Permasearch, a TPI Company; Burlington; On-site; CAD 55,000 - 70,000; Full time

Job summary

Permasearch, a TPI Company, seeks a Tax Analyst in Burlington, Ontario to prepare tax returns and conduct research for individuals, corporations, trusts, and owner-managed businesses.

You will collaborate with experienced tax professionals, support planning and compliance, and advance toward CPA in-depth program in a dynamic public accounting environment.

Qualifications

• Post-secondary education in Accounting or Finance.
• CPA designation completed or in progress within 6–12 months.
• Interest in CPA In-Depth Tax Program.

Responsibilities

• Prepare and review corporate, personal, and trust tax returns.
• Prepare and file tax elections, forms, and information returns.
• Assist with tax planning engagements and compliance tasks.
• Research Canadian income tax legislation and CRA guidelines.
• Support resolution of routine and complex tax matters.
• Communicate with clients and internal teams professionally.
• Maintain time records and high-quality work.
• Mentor junior team members as needed.

Skills

Analytical skills

Client communication

Time management

Detail-oriented

Education

Accountancy related bachelor degree

CPA designation in progress

Tools

CaseWare

CaseView

TaxPrep

Job description

Our client, a leading independent public accounting firm, is seeking a detail-oriented Tax Analyst to join their team in Burlington, Ontario.

This is an excellent opportunity for an accounting professional looking to grow their expertise in Canadian taxation while working alongside experienced tax professionals and supporting a diverse portfolio of clients.

In this role, you will be responsible for preparing tax returns, conducting tax research, and assisting with tax planning and compliance activities for individuals, corporations, trusts, and owner-managed businesses.

Key Responsibilities:

• Prepare and review corporate, personal, trust, and occasional partnership tax returns.
• Prepare and file tax elections, forms, and information returns accurately and within established deadlines.
• Assist senior team members with tax planning engagements and identify opportunities to optimize tax outcomes
• Research Canadian income tax legislation, regulations, and Canada Revenue Agency (CRA) guidelines.
• Support the resolution of routine and complex tax matters.
• Respond to client inquiries and communicate professionally with clients, government agencies, and internal teams.
• Manage multiple assignments and competing deadlines while maintaining high-quality client service.
• Provide regular updates to managers regarding file progress, workload, and budget requirements.
• Maintain accurate time records and ensure work meets established quality standards.
• Provide guidance and support to junior and co-op team members as needed.

Qualifications:

• Post-secondary education in Accounting, Finance, or a related field.
• CPA designation completed or in progress, ideally with completion expected within the next 6-12 months.
• Interest in pursuing the CPA In-Depth Tax Program.
• Minimum of 12 months of experience in tax, accounting, or a similar role within a public accounting firm, including at least one busy season
• Working knowledge of Canadian income tax legislation and tax compliance requirements.
• Proficiency in Microsoft Word and Excel; experience with CaseWare, CaseView, and TaxPrep is an asset.
• Strong analytical skills, attention to detail, and commitment to accuracy.
• Excellent written and verbal communication skills with a client-focused approach.
• Strong organizational skills and the ability to manage multiple priorities.
• Willingness to learn, accept feedback, and work collaboratively with colleagues.