Tax analyst
Davis Martindale
Overview
Languages
English
Education
- Bachelor’s degree
- or equivalent experience
- Accounting
Experience
2 years to less than 3 years
Hybrid
Work must be completed both in person and remotely.
Work setting
- Accounting firm
Responsibilities
Tasks
- Identify clients’ financial goals and objectives
- Supervise staff
- Train staff
- Analyze clients’ financial records
- Arrange training for staff
- Ensure accuracy and compliance to accounting standards, procedures and internal control
- Prepare financial information for individuals, departments or companies
- Develop financial plans for clients
- Prepare reports and audit findings
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Prepare financial statements and reports
- Arrange for sale of financial products and investments
- Prepare income tax returns from accounting records
- Analyze financial documents and reports
- Examine accounting records
- Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
Credentials
Certificates, licences, memberships, and courses
- Charterered Professional Accountant (CPA)
Experience and specialization
Computer and technology knowledge
- Accounting software
- Caseware/Caseview
- MS Office
- MS Excel
- TaxPrep
Area of specialization
- Accounting
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Registered Retirement Savings Plan (RRSP)
Other benefits
- Deferred Profit Sharing Plan (DPSP)
- Free parking available
- Paid time off (volunteering or personal days)
- Team building opportunities
- Wellness program