Tax Preparer(s)

(Seasonal)

FORTAX is seeking qualified Tax Preparers with former experience to join our team. We are a financial firm that strives to create unique, comprehensive, and efficient financial solutions for our clients. The FORTAX group offers Wealth Management, Tax Preparation/ Planning, and Insurance Services. We strive to make financial well-being a focus by channeling necessary resources into helping individuals increase their wealth- one person, one family, and one business at a time. We are looking for Tax Preparers who are passionate about raising the standard for tax preparation and have an understanding of the industry to inform advisors about long-term tax improvement when preparing the returns.

About the Role

We are looking for Tax Preparers who are seeking new challenges. The ideal candidates will be eager to assist Financial Advisors’ clients. In addition, this position will compile, analyze, verify and prepare tax returns. Finally, the position will provide tailored advice to clients and refer them to our investment and insurance specialist to recommend products that will improve their finance and increase their net worth.

DUTIES & RESPONSIBILITIES

In addition to the goals mentioned above, the duties and responsibilities of the Tax Preparer include, but are not limited to:

• Prepare Tax Returns
• Ability to explain tax situations and request information from clients
• Refer clients to our other in-house financial services to grow clients’ net worth
• Manage all forms of communication including phone and email in a professional and timely manner
• Receive and organize documents, generate reports, review and submit to clients
• Improve systems, and processes to upgrade operational efficiency
• Work closely with the team and clients to obtain personal information regarding potential deductions, educational grants or allowances
• Meet with clients and address their questions and concerns regarding tax forms and paperwork
• Review and verify tax forms completed by clients to ensure their proper submission
• Find tax solutions to complicated tax issues or errors from incorrect tax filings
• Properly perform research and seek the advice of senior-level accountant(s) when confronted with particularly challenging or unusual tax circumstances
• Gather appropriate materials regarding yearly tax tables, instructions and forms to accurately calculate taxes for clients
• Organize and prepare income tax forms for businesses and individuals in preparation for yearly filing
• Look for opportunities for clients to reduce their taxes, via expense, RRSP or any other legal tax recommendation.
• Communicate with CRA on behalf of clients
• Keep up-to-date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications

Requirements:

• Associate’s Degree in a related field
• Minimum 3 years of experience required
• Proficient computer skills with knowledge of various programs and applications within an office setting
• Able to perform the following task independently
  • Tax Preparation
    • T1, Self-employed, Immigrant/Emigrant, Rental Income, Foreign Investment Employment Expenses, T5008 and any other type of tax returns

 KNOWLEDGE, ABILITIES, AND SKILLS

• Thorough knowledge and understanding of taxes and financial services
• Capable to work independently and as a team member
• Detail-oriented with an ability to analyze, collect, organize and disseminate information
• Ability to prioritize key deliverables, multi-task, work well under pressure and meet deadlines
• Maintain a friendly, confident, professional, and respectful demeanor
• Ability to act with thoughtfulness and good judgment while also maintaining the firms, clients and employee’s confidentiality
• Demonstrated ability to take the initiative, problem-solve and provide solutions
• Proven ability to successfully make decisions for the greater good of the organization and the team 
• Strong written and verbal communication skills
• Able to present detailed information