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Job opportunity

Tax Preparation Services Associate

Raymond James Ltd.

Vancouver, British Columbia
Support Tax Preparation Services at Raymond James by producing accurate Personal T1 returns and organized electronic working papers. This contract runs during March and April.
This seasonal Tax Associate assignment supports Raymond James clients during periods of high volume. You will prepare Canadian personal tax returns, collect information from multiple sources, and assemble documentation for senior level review before filing. Client correspondence is central to resolving missing details.
Key Responsibilities:

Prepare accurate Personal T1 returns within required timelines
Compile tax information from clients and internal reports
Access information through the CRA online portal
Organize electronic working papers supporting each tax return
Correspond about missing information and tax return enquiries
Requirements:

Recent experience preparing Canadian Personal T1 returns
Post-secondary degree completed or currently in progress
Working knowledge of CCH TaxPrep and CRA Represent a Client
Proficiency with Microsoft Office and Adobe Acrobat
Strong attention to detail and relationship management skills
Bring Canadian T1 preparation, documentation, and correspondence expertise to Raymond James Tax Preparation Services during high-volume months.

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