Assistant to Tax Preparer (Temporary)

Assistant to Tax Preparer (Temporary)

We are seeking a temporary Tax Preparer Assistant to join our firm at our Winnipeg St. Anne’s office. The successful candidate will be proficient in completing the tasks outlined below:

Accountable For:

• Internal management and intake of personal tax documents 


• Navigation / retrieval of data from CRA Represent a Client service


• Import of CRA data into TaxPrep software


• Digitization of physical documents


• Management of digital files, maintaining file organization


• Creating file directories using CaseWare software


• Other responsibilities/duties as required

Qualifications/Skills, Experience, and Personal Attributes:

• Effective communication skills (verbal, written, electronic);


• Must have access to CRA and possess a My Account with CRA 


• Solid knowledge and skills in Microsoft Word, Excel, PowerPoint and Outlook


• Proficient keyboarding skills;


• Ability to work independently;


• Ability to meet deadlines;


• Ability to co-ordinate multiple tasks;


• Excellent time management skills (organization & prioritization);


• A positive attitude with a desire to exceed expectations;

 This temporary role will run from the end of February or the beginning of March through May 15. It is scheduled Monday to Friday, 8:30 a.m. to 5:00 p.m. (40 hours per week). Hours may vary based on operational needs. This is an in‑office position located at our St. Anne’s site. Compensation details will be discussed during the hiring process.