Please do not apply unless you are an expert at using DT Max!
We are a financial planning firm that enables individuals to focus on their passions while we focus on their taxes and other financial matters. We have a part-time opportunity for an individual to prepare T1 tax returns for Tax Season 2024 (Jan-Apr 2025) and provide ongoing bookkeeping services throughout the year. The individual who is chosen for this opportunity will be reporting to the director and have the chance to build on their tax knowledge and skills.
What we are looking for
- Expert level of using DT Max software
- Expert level with QB online
- Advanced using of Microsoft Excel and Google Sheets
- Minimum 5 tax seasons of experience at a Tax Preparation Firm.
- Comfortable working with different complexities of Canadian tax returns (self-employed, foreign assets, rental properties, airbnb, etc).
- Fluency in English.
Nice to have
- Knowledge of another language(s)
- Experience filing T2 and T3 tax returns
What your impact will be
- Helping clients complete their T1 tax returns
- Manage day to day bookkeeping for business-owner clients
What we offer
- Working from home
- Flexible hours
- Professional development opportunities
About us
We are a financial services company that revolves around the client, their business, and their family. We work with a select group of professionals and entrepreneurs who are passionate about their work and life, but are too busy to worry about their taxes and other financial matters (retirement, risk management, growing net worth, etc). We help our clients focus on their passions while we guide them to address important financial issues and their financial objectives.
Our financial planning strategy is based on a multi-factored analysis with Investments using mutual funds, risk assessment and management, income tax preparation, and tax/financial education.
**only candidates who apply via indeed will be evaluated**
Job Types: Part-time, Contract
Contract length: 3 months
Pay: $20.00-$50.00 per hour
Expected hours: 1 – 20 per week
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Flexible schedule
- Work from home
Flexible language requirement:
- French not required
Application question(s):
- Rate your level of knowledge of Excel and Google Sheets (beginner, intermediate, expert)?
- What is the DT Max keyword for an "ex-spouse"?
- How many years have you been using DT Max for tax preparation? At which company?
- How many years have you been using QB for bookkeeping? At which company?
- How many tax returns (T1/T2/T3) did you file between Jan-May 2023? Can you specify what types of returns these were (ex. T1-100, T2-5, T3-4).
Experience:
- Tax preparation: 4 years (required)
Work Location: Remote
Expected start date: 2026-01-15
