Orbit Accountants
Website:
orbitaccountants.com
Job details:
We are seeking an experienced Canadian Tax Team Lead to direct Canadian accounting and tax compliance operations. You will manage workflows, mentor team members during peak tax seasons, conduct quality control (QC) reviews for Compilation Engagements (CSRS 4200 / NTR), and oversee Canadian tax return filings. You will also serve as a liaison to CPA firm partners and clients to ensure timely, high-quality deliverables.
Key Responsibilities
- Team Leadership & Workflow: Supervise, train, and mentor junior accountants and interns during tax season. Allocate engagements, track performance, and maintain SOPs/training documentation.
- Tax Compliance & QC: Perform detailed quality checks and final reviews on:
- Corporate & Trust: T2 returns, T3 trust returns, Capital Dividend Account (CDA) elections, and T2054 forms.
- Personal & Specialized: T1 returns (including bankruptcy filings), T4, T5, T1135, and T1044 forms.
- Compilation Engagements: Review Compiled Financial Information and Notice to Reader (NTR) workpapers under CSRS 4200 standards using CaseWare.
- Client & Audit Coordination: Coordinate directly with CPA firm representatives and clients to gather financial data, resolve queries, and support tax audit/scrutiny documentation.
Qualifications & Core Requirements
- Experience: 5+ years in Canadian accounting and tax compliance with proven team leadership exposure.
- Education: Bachelor’s degree in Commerce/Accounting; CA Finalist or CPA candidate preferred.
- Software Proficiency:
- Tax Software: Taxprep, TaxCycle, ProFile, CCH iFirm.
- Accounting & Working Papers: CaseWare Working Papers, QuickBooks Online, Tally ERP.
- Core Competencies: Expert knowledge of Canadian tax regulations (T1, T2, T3, T4, T5, CSRS 4200), strong leadership and delegation abilities, and excellent written and verbal communication skills.
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