Tax Preparer - Fernhill Tax & Advisory

Job Description

• Attend all mandatory training
• Take the tax training course (unless you have done something similar)
• Learn and become very proficient with Tax Cycle
• Accurate and timely Tax Preparation
• Complete tax returns within 24 hours for simple returns and 48 hours for more complex returns.
• Recognize when you are not proficient enough to deal with certain tax issues
• Use Support for any tax issues which may be questionable
• Compare AFR to tax slips
• Roll forward tax returns for the new year
• Know and understand the latest tax laws, incentives, restrictions, disclosures etc.
• Trouble shoot all client enquiries:
• Resolving errors on tax returns
• Speaking to CRA
• Following up on Child tax benefits, etc.
• Follow all Pricing guidelines
• Ensure all tax forms are signed by the client, and saved electronically and in paper in the envelopes
• There should be no loose paper around the office
• All tax returns and client information should be locked up in a cabinet at night
• Ability to review a tax return and suggest other things that may be needed such as RRSPs, HST returns etc.
• Provide exceptional customer service. Answer client questions, address complaints
• Increase the client data base
• Register with ADP and log hours or complete timesheets and submit by the deadline for payroll
• Professional Business casual attire, and properly groomed.
• Comply with operation procedures
• Other Ad hoc services as per the discretion of the management.