Senior Tax Specialist / Reviewer

Key Responsibilities

Technical review

• Review completed T1 returns for accuracy, completeness, reasonableness, and proper documentation.
• Verify income slips, CRA data imports, deductions, credits, balances owing/refunds, and carryforward information.
• Review Northern Residents Deduction, travel claims, residency documentation, rental/business schedules, prior-year filings, and other higher-risk areas.
• Confirm that files are assembled and documented sufficiently for partner review, invoicing, signing, and release.

Coaching and staff support

• Provide timely feedback to preparers and co-op students.
• Answer technical questions and help preparers resolve routine issues.
• Identify recurring errors and recommend refresher training or process changes.
• Support onboarding and training for seasonal staff.

Quality control and escalation

• Ensure firm procedures are followed consistently for authorization forms, CRA data import, paperless files, review assembly, and client follow-up.
• Escalate unusual, sensitive, or high-risk matters to the partner/manager or Tax Operations Coordinator.
• Assist with CRA pre-assessment or post-assessment response preparation when required.
• Help maintain standard checklists, templates, and technical reference materials.

Workflow support

• Coordinate with the Tax Operations Coordinator to manage review queues and keep files moving.
• Prioritize older files, urgent client matters, and returns approaching filing deadlines.
• Communicate review status and blockers clearly.

Qualifications and Experience

• Minimum 3 years of personal tax preparation experience preferred.
• Experience reviewing T1 returns and coaching junior staff.
• Strong knowledge of Northern Residents Deduction and travel claims is strongly preferred.
• CPA designation, CPA student status, or equivalent tax experience is an asset.
• Ability to work onsite and remain organized under peak-season pressure.

Application Information:

We offer a very competitive salary and benefits package based on experience and qualifications, as well as the opportunity to excel and advance your career in a dynamic public accounting environment.

If you are interested in applying for this position, submit your resume and cover letter to btw-hr@bakertilly.ca.

We thank all applicants for their interest but only those candidates selected for an interview will be contacted.