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Job Title


Income Tax Preparer


Company : S & M TAX SERVICES


Location : Oshawa,


Created : 2026-01-13


Job Type : Full Time


Job Description

Overview We are looking for a reliable, detailoriented Freelance Tax Preparer to join our team on a parttime basis. In this role, you will be responsible for preparing accurate and compliant T1 personal tax returns while delivering exceptional customer service to our clients. You will also support the office with administrative tasks, including email followups, document organization, and client communication. The ideal candidate brings a solid understanding of Canadian tax regulations and accounting principles, along with handson experience using tax and accounting software. Strong analytical skills, attention to detail, and the ability to work independently are essential for success in this position. This is an excellent opportunity to contribute to a dynamic financial services environment dedicated to providing highquality, clientfocused tax and accounting solutions. Duties Prepare and file accurate T1 personal income tax returns in accordance with CRA regulations. Review financial documents, receipts, and supporting materials to identify eligible deductions, credits, and taxsaving opportunities. Stay current with Canadian tax laws, updates, and regulatory changes affecting personal tax filings. Meet clients inoffice to collect documentation, clarify requirements, and answer taxrelated questions. Communicate clearly with clients regarding deadlines, filing status, outstanding information, and any CRA correspondence. Conduct followup calls and emails to ensure a smooth client experience and timely completion of returns. Monitor and respond to client emails promptly and professionally. Maintain wellorganized physical and digital records for all client tax files. Track key deadlines and ensure all returns are completed and submitted on time. Skills & Qualifications Up to 1 year of experience in personal tax preparation or a related accounting/tax role. Strong proficiency with TaxCycle (or similar personal tax preparation software) and a solid understanding of the full T1 tax cycle, including document intake, preparation, filing, and postfiling followup. Experience with CRM or workflow platforms such as TaxDome is an asset, but not mandatory. Excellent organizational skills with strong attention to detail when preparing tax documents and managing client files. Clear, professional communication skills for interacting with clients and explaining taxrelated information. Ability to adapt quickly to changes in tax laws, CRA requirements, and industry standards. A genuine interest in tax preparation and client service, with a commitment to producing accurate, highquality work. Job Types: Seasonal, Freelance Contract length: 3 months Pay: $17.36-$20.00 per hour Expected hours: 10 20 per week Work Location: In person