Tax Analyst

Job summary

Prepare and review tax returns, elections, forms, and information returns, and support tax planning, research, compliance, and the resolution of tax matters. Communicate with clients and stakeholders, manage assignments and deadlines, update managers on file progress and budgets, maintain quality and time records, and support junior team members.

Job details

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.

What you’ll do

Prepare and review tax returns, elections, forms, and information returns, and support tax planning, research, compliance, and the resolution of tax matters. Communicate with clients and stakeholders, manage assignments and deadlines, update managers on file progress and budgets, maintain quality and time records, and support junior team members.

Requirements

Post-secondary education in accounting, finance, or a related field is required, along with a CPA designation completed or in progress, ideally expected within 6–12 months. Candidates should have at least 12 months of relevant experience including a busy season, working knowledge of Canadian tax compliance, strong analytical and communication skills, and proficiency in Word and Excel; CaseWare, CaseView, and TaxPrep are assets.

Listed skills

• Microsoft Word · Preferred
• Microsoft Excel · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Canadian Taxation
• Tax Return Preparation
• Tax Compliance
• Tax Research
• Tax Planning
• Corporate Tax
• Personal Tax
• Trust Tax
• Partnership Tax
• Canadian Income Tax Legislation
• Microsoft Word
• Microsoft Excel
• CaseWare
• CaseView
• TaxPrep
• Client Communication

Job areas

• Finance & Accounting
• Consulting

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