Tax Specialist

Job summary

Prepare and review Canadian personal income tax (T1) and trust and estate (T3) returns, supporting individuals, families, estates, trusts, and small business owners. Assist clients with CRA reviews, reassessments, adjustments, tax planning, and compliance while providing year-round support and collaborating with the team.

Job details

Senior Tax Professional / Tax Advisor Locations: Victoria, BC | Colwood, BC | Vancouver, BC | Calgary, AB | Remote (Canada) For over 13 years, we have built an award-winning reputation for exceptional client service, professionalism, and ethics. Due to continued growth and increasing demand, we are expanding our team and seeking experienced tax professionals to support both our office locations and growing online client base across Canada. Unlike high-volume seasonal tax operations, we focus on long-term client relationships and year-round tax support. Our clients include self-employed individuals, small business owners, families, estates, and trusts. Responsibilities Prepare and review Canadian personal income tax returns (T1) Prepare and review trust and estate returns (T3) Work with self-employed individuals and small business owners Assist clients with CRA reviews, reassessments, adjustments, and correspondence Support tax planning and compliance matters Analyze capital gains, investment income, and cryptocurrency transactions Provide responsive, professional year-round client support Collaborate with team members to deliver exceptional service Qualifications 5+ years of Canadian personal tax experience Strong knowledge of self-employed and owner-managed business taxation Experience with trust and estate tax returns Understanding of capital gains and cryptocurrency taxation Strong client service, communication, and problem-solving skills Self-motivated and able to work independently and as part of a team What We Offer Flexible seasonal (December to June) and year-round opportunities Remote, hybrid, and in-office options Supportive and collaborative team environment Challenging and rewarding tax work beyond basic tax preparation Opportunity to build lasting client relationships and make a meaningful impact Health and Retirement Benefits Assets Senior or Master Tax Professional experience Experience supporting CRA reviews and audits Corporate tax experience U.S. individual tax experience Advanced tax training or specialized tax education Bookkeeping training or experience Good at strategy and solving puzzles Figure out problems people don’t know they have yet If you're an experienced tax professional looking for a firm that values expertise, client service, flexibility, and professional growth, we'd love to hear from you.

What you’ll do

Prepare and review Canadian personal income tax (T1) and trust and estate (T3) returns, supporting individuals, families, estates, trusts, and small business owners. Assist clients with CRA reviews, reassessments, adjustments, tax planning, and compliance while providing year-round support and collaborating with the team.

Requirements

Candidates need at least five years of Canadian personal tax experience, strong knowledge of self-employed and owner-managed business taxation, and experience with trust and estate returns. They should understand capital gains and cryptocurrency taxation and demonstrate strong client service, communication, and problem-solving skills, working independently and collaboratively.

Benefits

• Health Benefits
• Retirement Benefits

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Communication · Preferred
• Bookkeeping · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Canadian Personal Tax Preparation
• Tax Return Review
• Trust and Estate Taxation
• Self-Employed and Small Business Taxation
• CRA Reviews and Reassessments
• Tax Planning
• Tax Compliance
• Capital Gains Analysis
• Investment Income Analysis
• Cryptocurrency Taxation
• Client Service
• Communication
• Problem-Solving
• Bookkeeping

Job areas

• Finance & Accounting
• Customer Service & Support