Tax Associate: Personal Returns & Tax Prep Specialist

The North West Company; Winnipeg; On-site; CAD 48,000 - 65,000; Full time

Job summary

The North West Company seeks a Tax Associate to prepare and review personal income tax returns, and to support clients with tax-related inquiries. You will help assign returns to preparers, review documents, and ensure timely filings, working with established tax policies.

Qualified candidates will have formal tax training, a year of tax office experience, and strong Excel/Outlook skills. This role is based at our Winnipeg location and reports to the Associate Manager, Tax Services.

Qualifications

• Experience preparing personal income tax returns. Asset: Northern Residents Deduction, Northern Residents Travel Deduction, Status Indians, Quebec tax return prep.
• Formal tax training with at least one year in a tax preparation office
• Active CRA My Account and Rep ID
• Proficiency with tax software programs; DT Max experience an asset
• Strong computer skills; MS Excel and Outlook accuracy and speed
• Excellent written and verbal communication skills; high attention to detail
• Reliable, adaptable, able to work with minimal supervision; willing to work extra hours/weekends

Responsibilities

• Prepare and review personal income tax returns in a timely manner
• Assign tax returns to tax preparers in a timely manner
• Answer tax inquiries via phone, email, and fax
• Review and process documentation to support tax filings
• Apply defined practices and policies to resolve product and tax inquiries
• Administrative tasks as needed

Skills

MS Excel

Outlook

Written & verbal communication

Attention to detail

Reliability

Adaptability

Independent working

Education

Business Accountancy Diploma/Accounting Degree

Tools

DT Max

Job description

The North West Company seeks a Tax Associate to prepare and review personal income tax returns, and to support clients with tax-related inquiries. You will help assign returns to preparers, review documents, and ensure timely filings, working with established tax policies.

Qualified candidates will have formal tax training, a year of tax office experience, and strong Excel/Outlook skills. This role is based at our Winnipeg location and reports to the Associate Manager, Tax Services.