Overview
This role supports the design, testing, maintenance, and accuracy of tax software used by Do-It-Yourself clients as well as in retail and franchise offices. You will collaborate with developers and tax compliance teams to provide detailed guidance while maintaining a holistic view of software objectives.
You will serve as a Canadian tax subject matter expert with deep knowledge of the Canadian tax system, including federal (CRA) and Quebec (RQ) taxes, with a strong focus on getting tax outcomes correct.
Responsibilities
- Act as a Canadian tax subject matter expert for Product Managers, Business Analysts, Developers, Content Writers, and User Experience Specialists.
- Collaborate with user-experience designers, technical writers, business domain experts, database administrators, and quality assurance to build new products and features that support business growth.
- Work with cross-functional teams to scope project deliverables, dependencies, and timelines.
- Interpret tax law, research complex tax scenarios, and explain findings in a way that is easy for people to understand.
- Audit software applications for validity of results, accuracy, reliability, and compliance with Canadian Federal and Provincial tax regulations (including Quebec).
- Document software defects and coordinate with developers and tax programmer analysts across Canada and Offshore to fix issues and implement improvements and recommendations.
- Review tax forms, create test plans using complex tax scenarios, and ensure the accuracy of tax calculations.
- Work with Tax Platform developers to support scalability and performance improvements for new and existing features.
- Create, review, and execute test cases based on varying personal income tax scenarios; develop, maintain, and execute automated tests to ensure accuracy and compliance of tax products.
- Plan and lead regression testing for software releases.
- Assist with managing ad hoc requests and delegating business requests to ensure timely completion of deliverables; contribute to work effort estimation and project planning activities.
- Lead and execute CRA and Revenu Québec (RQ) certification activities.
- Support, coach, and mentor Tax Platform team members.
- Test software in English and French.
Requirements
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
- Minimum of five years of relevant experience, ideally in personal income tax preparation, tax research, or tax software development and testing.
- Advanced proficiency in Microsoft Office Excel.
Preferred Qualifications
- Experience preparing a variety of Federal and Provincial tax returns (e.g., student, pension, self-employed, rental property, investments, foreign income, etc.).
- Completion of the CPA In-Depth Tax Course or similar education program.
- Self-motivated, detail-oriented, and strongly organized.
- Knowledge of Québec personal income tax preparation.
- Experience with software programming (an asset). Interactive Java programming classes will be offered as part of the training for this role.
- Experience testing financial software applications.
Compensation & Benefits
- Competitive base wages and targeted incentive opportunities.
- Generous benefits package with options for health care spending or wellness resources.
- RRSP matching.
- Employee Stock Programs.
- Wellness Days to encourage rest outside of Tax Season.
Location
- Headquartered in Calgary, Alberta.
- The role supports a national software environment used by clients across Canada.
Work Authorization & Accommodation
- Successful candidates must have legal authorization to work in Canada on a full-time basis for any employer.
- Proof of legal authorization to work in Canada will be required as part of the recruitment process.
- Accommodations are available upon request for candidates participating in the recruitment and selection process.