At a Glance
- Tasks: Assist in processing tax returns and managing client invoicing with a focus on detail.
- Company: Fast-paced finance firm dedicated to professional growth and teamwork.
- Benefits: Competitive pay, flexible hours, and comprehensive training provided.
- Other info: Opportunities for overtime and career advancement in a supportive environment.
- Why this job: Gain hands-on experience in finance while making a real impact during tax season.
- Qualifications: Organised, detail-oriented, and strong communication skills are essential.
The predicted salary is between 19.6 - 20.8 £ per hour.
As an E-File Coordinator, you will transmit completed tax returns to Canada Revenue Agencies, identify E‑File errors, and learn to correct them and retransmit the tax returns. A keen eye for detail is essential, ensuring all E‑file requirements are met prior to transmission. You will be responsible for downloading signed documents received from the client, printing them, and matching them to the client's file.
Your role will involve assisting the Finance Associate in invoicing our clients electronically through Quickbooks online. You will assist in printing out payments received by our clients, matching them to the files, and then helping with the uploading, encrypting, and securing of tax documents to be transmitted electronically to our clients through Adobe Signatures.
The position requires someone who is organized, has strong customer service skills, and maintains a positive attitude. Our office is fast-paced and requires the candidate to display strong multi-tasking abilities and remain calm under pressure. Attention to detail is crucial, and previous customer service experience is an asset. Candidates should have an understanding of Canada’s privacy laws, a strong base of knowledge in the Canadian Income Tax Act, and speak clear and fluent English. A desire to learn, improve, and excel is also beneficial.
Software used includes Tax Cycle (tax software), Adobe Acrobat, Microsoft Office (Word and Excel), Google Suite, and more. Training will be provided.
Job Requirements:
- Registration for My Account with CRA is required; therefore, students will need their SIN and most recent Notice of Assessment from CRA before their first shift.
- Basic knowledge of the Canadian Tax System and the ability to identify various tax forms.
- Organizational skills and attention to detail are a must in this position.
- The ability to communicate clearly and effectively to both clients and other team members.
- The selected candidates will be expected to work a variety of weekday, evening, and Saturday shifts from February through April. We operate on extended hours during these three months, with hours of operation being Monday through Friday 9:00 am - 9:00 pm and Saturday 9:00 am - 6:00 pm. Most shifts will be either 4 or 8 hours, with approximately 35-40 hours each week. Additional hours and paid overtime may be available to those interested.
- Training is 3 weeks in January, consisting of 4.5 hour shifts either 9:00 am - 1:30 pm or 1:30 pm - 6:00 pm.
Application Information:
- Application Material Required: Cover Letter, Resume, Transcript
- Training: We provide extensive training on Tax Cycle, the Canadian income tax system, and our internal policies, procedures, and health and safety protocols (including, but not limited to, COVID‑19 safety).
- Rate of Pay: $19.60 - $20.80 per hour based on experience and availability. (Overtime rate of $29.40 - $31.20/hour)
Finance Associate employer: Cvtax
As a Finance Associate at our dynamic office, you will thrive in a fast-paced environment that values attention to detail and strong customer service skills. We offer extensive training on the Canadian tax system and provide opportunities for growth within our supportive work culture, ensuring you are well-equipped to excel in your role. With flexible hours and competitive pay, including overtime options, we are committed to fostering a rewarding and meaningful employment experience for all our team members.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Associate
✨Tip Number 1
Get to know the company and its culture before your interview. Research their values and recent projects, so you can show how you fit in. This will help us see that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your responses to common interview questions, especially those related to customer service and attention to detail. We want to hear about your experiences, so think of specific examples that highlight your skills.
✨Tip Number 3
Dress appropriately for the interview, even if it's a virtual one. A professional appearance shows that you take the opportunity seriously. Plus, it helps boost your confidence when you're looking sharp!
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a great way to express your appreciation and reiterate your interest in the position. Remember, we love candidates who are proactive and enthusiastic!
We think you need these skills to ace Finance Associate
Some tips for your application 🫡
Craft a Tailored Cover Letter:Make sure your cover letter speaks directly to the role of Finance Associate. Highlight your attention to detail and customer service skills, and don’t forget to mention any relevant experience with tax software or the Canadian Tax System.
Showcase Your Organisational Skills:In your resume, emphasise your organisational abilities and multi-tasking experience. We want to see how you’ve managed tasks in fast-paced environments before, so give us some solid examples!
Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since this role involves interacting with clients and team members.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your materials and ensures you’re considered for the position. We can’t wait to hear from you!
How to prepare for a job interview at Cvtax
✨Know Your Tax Basics
Brush up on your knowledge of the Canadian Income Tax Act and common tax forms. Being able to discuss these topics confidently will show that you’re serious about the role and understand the basics of what you'll be dealing with.
✨Demonstrate Attention to Detail
Prepare examples from your past experiences where your attention to detail made a difference. Whether it was catching an error in a document or ensuring all requirements were met, showcasing this skill is crucial for the E-File Coordinator position.
✨Show Off Your Organisational Skills
Think of ways you've successfully managed multiple tasks at once. In a fast-paced environment, being organised is key, so be ready to share specific strategies you use to stay on top of your workload.
✨Practice Clear Communication
Since the role involves interacting with clients and team members, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to ensure you can communicate effectively under pressure.
