Tax Associate

Job Title: SME Associate (Small & Medium Business)

Department:

Location:

Work Hours:

Role Description

Small and Medium-Sized Business Department

7:00 AM to 3:00 PM Eastern Standard Time

owner-managed businesses

Key Responsibilities

Core Accounting & Tax Responsibilities

• Develop technical skills in areas such as

  personal, corporate, and trust income tax returns

  , and payroll/information returns.
• Organize and prepare data for

  Canadian corporate income tax filings

  , including T2 returns, GST/HST returns, and tax slips.
• Prepare

  financial statements

  , including

  Compilation engagements

  , for clients across multiple industries.
• Review bookkeeping completed internally or by clients, identify discrepancies, and prepare monthly or quarterly GST/HST returns.

File & Client Management

• Manage multiple files simultaneously and meet ongoing deadlines.
• Collaborate closely with the client engagement team to ensure timely and accurate completion of deliverables.
• Communicate with clients to address financial, tax, and compliance-related queries.

US & Canadian Taxation

• Prepare and file

  US federal and state tax returns

  (Forms 1040, 1120, 1120S, 1065, etc.).
• Prepare and support

  Canadian tax returns

  (T1, T2) while ensuring full compliance with CRA guidelines.
• Draft response memos for CRA audit letters and facilitate calls with CRA for audits, reviews, or inquiries.

Compliance & Support

• Assist team members with various accounting and tax-related projects.
• Maintain accurate documentation while complying with

  US GAAP

  and

  Canadian accounting standards

  .
• Provide financial insights and continuously contribute to process improvements.

Preferred Qualifications & Skills

• Chartered Accountant (CA) degree or equivalent qualification (CPA, CMA, ACCA).
• Minimum

  3 years of accounting experience

  , including Compilation or Review Engagements.
• Experience with accounting and tax software such as

  QuickBooks, Sage

  , or similar platforms.
• Strong written and verbal communication skills.
• Ability to work effectively within a

  fast-paced

  , team-oriented environment.
• Strong organizational and time-management skills with the ability to multitask.
• Proactive approach, strong problem-solving abilities, and attention to detail.
• Demonstrated accuracy and thoroughness in completing tasks and deliverables.

To Apply

If you are interested in this opportunity, please submit your updated resume along with relevant experience details to neha@alliancerecruitmentagency.com