The Alchemy Team is seeking a detail-oriented Tax Preparer to support corporate tax preparation, personal tax preparation and filing, year-end accounting work, and T5 filings.
This is a remote, part-time position. Work will be assigned based on business needs and client engagements, and weekly hours may vary depending on workload and project requirements. The successful candidate will report to the Business Owner and the Operations Manager, and must have their own computer/device and reliable internet connection.
ABOUT ALCHEMY ACCOUNTING & BOOKKEEPING
Alchemy is a mission-driven, straight-talking, numbers-loving bookkeeping and accounting firm dedicated to entrepreneurs who demand clear, easy-to-understand, accurate financial information to make powerful decisions at every stage of their business.
We help businesses who are just starting, growing or scaling find financial clarity, peace of mind and confidence in the financial foundation of their business.
Our Mission
Alchemy's mission is to help our clients achieve their personal, business, and wealth goals by eliminating financial chaos.
Our Vision
Alchemy's vision is to transform 100,000 businesses and create flexible, lifestyle-aligned employment opportunities for 1,000 people.
Our Core Values
NO JUDGMENT
We don't judge people regardless of how they show up in our world. We don't have any idea of their experiences and so we have grace, compassion and understanding.
RADICAL RESPONSIBILITY
We take full responsibility for the circumstances in our lives and in the Company including our physical, emotional, mental and spiritual well being.
HAVE FUN & CELEBRATE
Fun is at the core of everything we do. Celebration is a key to abundance and we honour the energy that it creates by bringing celebration and gratitude into all our interactions.
DO THE RIGHT THING
We do the right thing, even when the right thing feels uncomfortable. By doing the right thing, we stay in alignment with our core values and are always in integrity and are living in Radical Responsibility
PROFIT MATTERS
We are committed to working in a profitable company where we work smarter, not harder because innovation and efficiency is at the heart of the business. The more profit we have, the more impact we have.
CURIOSITY & GRATITUDE
We approach life with curiosity as we know that the Universe is constantly providing us opportunities for growth. We live in gratitude for all experiences as there is no good or bad, only what is.
ABOUT THE POSITION
Alchemy is looking for a detail-oriented Tax Preparer (Canadian Taxes) to support our clients’ corporate and personal tax needs. In this role, you will play an important part in preparing T2 corporate tax returns, filing T1 personal tax returns and T5 slips, reviewing bookkeeping records for tax readiness, and maintaining organized working papers and documentation. You will also help ensure accurate, timely, and compliant tax preparation while delivering a high-touch experience to our clients.
Job Type: Remote, Part-time
Rate: $30/hour
Key Responsibilities:
- Prepare T2 Corporate Income Tax Returns
- Prepare and file T1 Personal Income Tax Returns to CRA
- Prepare and file T5 slips / dividend reporting to CRA
- Review prior-year working papers and roll forward files for the current tax year
- Review QuickBooks Online records and supporting documentation to ensure files are complete for tax preparation
- Request and organize required tax documentation from clients
- Prepare year-end adjusting journal entries where required
- Review shareholder loan accounts, owner draws/contributions, retained earnings, and profitability to support dividend recommendations
- Confirm dividend amounts with clients and record dividend-related entries in QuickBooks Online following T5 preparation
- Complete detailed self-review of returns and supporting working papers prior to QA review
- Address review notes, make required revisions, and finalize files for approval.
Accounting
- Review internal bookkeeping records for accuracy and identify corrections required prior to year-end tax work
- Communicate bookkeeping corrections or required adjustments clearly
- Ensure financial statements are grouped and presented clearly in a manner consistent with tax return preparation
- Prepare management reports and year-end financial reporting packages for clients
- Confirm prior-year adjusting journal entries have been entered where applicable.
- Maintain complete, organized, and accurate working papers to support all tax filings
- Create and maintain detailed progress notes in internal tracking systems
Compliance
- Maintain a strong working knowledge of Canadian corporate and personal tax requirements, including T2, T1, and T5 filings
- Ensure tax preparation work is accurate, complete, and compliant with CRA requirements
- Stay current on relevant Canadian tax updates and filing requirements
- Maintain detailed documentation to support tax preparation and internal review processes
Client Communication
- Communicate professionally with clients via email, Zoom, and phone to request documentation, confirm details, and provide updates
- Follow up on outstanding tax information in a timely and professional manner
- Help create a smooth, organized, and positive client experience throughout the tax preparation process
- Respond clearly and professionally to client questions related to documentation and filing requirements
Qualifications
- Experience preparing T2 Corporate Income Tax Returns
- Experience preparing and filing T1 Personal Income Tax Returns
- Experience preparing and filing T5 slips / dividend reporting
- Working knowledge of shareholder loans, owner draws/contributions, retained earnings, dividends, and year-end journal entries
- Experience reviewing bookkeeping records and identifying adjustments required prior to tax preparation
- Proficient knowledge of QuickBooks Online and ProTax required
- Strong proficiency in Microsoft Excel / Google Sheets and working paper preparation
- Experience working in a cloud-based / paperless accounting environment preferred
- CPA designation is not required; practical Canadian tax preparation experience is preferred
- Must be legally able to work in Canada
- Must have reliable internet and your own computer/device suitable for remote work
- Must be available to work up to 20–25 hours per week
- Must be available to work during our core hours (Monday to Friday, from 9 AM to 4 PM Pacific Time)
Other requirements for this role:
- Independent: You manage your workload with minimal supervision, ask questions when needed, and take ownership of your files.
- Tech-Savvy: You are comfortable navigating multiple virtual systems and software platforms efficiently.
- Detail-Oriented: You produce accurate, high-quality work and maintain thorough supporting documentation.
- Deadline-Oriented: You manage competing priorities and consistently meet deadlines, especially during busy tax periods.
- Communication: Strong written and verbal communication is essential in our remote environment.
- Team Player: You collaborate well with bookkeepers, senior accountants, and operations staff to move files forward efficiently.
- Organized: You maintain clear progress notes, complete working papers, and organized file documentation.
- Eager to Learn: You are open to feedback, willing to grow your technical knowledge, and committed to continuous improvement.
- Adaptable: You can shift priorities as workloads change and remain positive during busy seasons.
- Reliable: You consistently show up, communicate proactively, and follow through on commitments.
The Benefits of Working for Alchemy
- Work from home
- Casual dress codes
- Company events
- Extended health care
- Dental & Vision care
- An incredibly supportive team
- Paid time off
- Tuition reimbursement
Thank you for your interest in this opportunity, we appreciate the time you have taken to apply. However, only applicants whose qualifications most closely match our requirements will be contacted.
Questions? Please email [email protected]
Pay: $30.00 per hour
Benefits:
- Dental care
- Extended health care
- Paid time off
- Work from home
Work Location: Remote