Intermediate Accountant-Tax

Overview

This role is primarily remote, with occasional travel required for team meetings, training, or business needs.

Reporting to the Director Tax, the Intermediate Accountant – Tax is responsible for completing tax compliance and tax accounting activities for the credit union and its subsidiaries. The position prepares quarterly income tax provisions and related financial statement note disclosures, completes income tax and GST returns, and maintains accurate accounting records and supporting documentation within communicated deadlines.

Responsibilities

Corporate Tax Compliance

• Prepare and complete income tax returns for the credit union and its subsidiaries, ensuring underlying accounting information is accurate and supported by appropriate documentation.
• Prepare and complete GST returns for the credit union and its subsidiaries, including related assigned reconciliations and supporting schedules within communicated deadlines.

Tax Accounting and Financial Reporting

• Prepare quarterly income tax provisions and related financial statement note disclosures for the credit union and its subsidiaries in accordance with IFRS, including current and deferred tax calculations, rate reconciliations, and continuity schedules.
• Complete assigned reconciliations, continuity schedules, and other accounting tasks within communicated deadlines, ensuring entries and reconciliations are accurate and appropriately supported.
• Prepare tax instalment and payment calculations and reconcile tax accounts to supporting tax filings and financial records.
• Participate in monthly variance analysis to investigate fluctuations in general ledger balances, identify the reasons for variances, and initiate corrections as necessary.
• Prepare supporting information and respond to requests from external auditors, tax advisors, tax authorities, and other stakeholders relating to assigned tax matters.
• Provide training to junior members of the accounting team on assigned accounting tasks, reconciliations, and supporting documentation.

Tax Research and Legislative Compliance

• Research and analyze the income tax, GST, and tax accounting implications of unique or new transactions and legislative changes; document relevant facts, technical considerations, conclusions, and supporting analysis for review.
• Maintain tax policy, memos, and procedure documentation to support consistent tax compliance and accounting practices, reflecting outcomes of transaction analysis where relevant.

Requirements

• Bachelor’s degree in Accounting, Finance, B. Comm or equivalent.
• CPA designation or active progress toward CPA designation, with enrolment in the CPA Professional Education Program (PEP) preferred.
• 4+ years of progressive accounting experience, including experience or exposure to corporate taxation.
• Experience preparing income tax returns, tax provisions, reconciliations, and supporting tax schedules.
• Working knowledge of Canadian federal and provincial income tax legislation and GST/HST requirements.
• Understanding of financial reporting and IFRS Accounting Standards, including income tax accounting.
• Experience working with general ledger and financial reporting systems.
• Advanced proficiency in Microsoft Excel and experience working with financial data and reporting tools.
• Strong attention to detail and demonstrated ability to produce accurate, well-supported work within recurring deadlines.
• Strong written and verbal communication skills, including the ability to clearly communicate tax and accounting matters to stakeholders.

Preferred Qualifications

• Enrolment in the CPA Professional Education Program (PEP).

Compensation & Benefits

• Competitive compensation including performance-based incentive pay and profit share.
• Training & Development Opportunities.
• Career Advancement Potential.
• Flexible work options.
• Health and wellness.
• Vacation.
• Retirement savings programs.
• Profit sharing.
• Opportunities to get involved and give back through an employee volunteer program.

Location

• Primarily remote, with occasional travel required for team meetings, training, or business needs.

Employment Eligibility

The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire.