Personal Canadian Tax Filing Assistant

Job Description

I’m looking for an experienced tax/bookkeeping assistant who can help organize and prepare documents for personal Canadian tax filing.

This role is for someone who has real experience with Canadian personal taxes, CRA documents, income slips, deductions, receipts, and preparing files for an accountant or tax preparer.

You do not need to be a CPA, but you should have hands-on experience helping individuals prepare Canadian tax documents accurately and in an organized way.

Main Tasks
Organize personal tax documents
Review income slips such as T4, T5, T3, T4A, etc.
Organize receipts, deductions, invoices, and expense records
Prepare summaries for personal tax filing
Identify missing documents or unclear items
Categorize possible deductions and credits
Help organize CRA documents, notices, and records
Prepare files for accountant / CPA review
Maintain organized folders and spreadsheets
Help clean up past personal tax records if needed
Requirements
Experience with Canadian personal tax filing
Familiarity with CRA documents, tax slips, and basic personal tax rules
Strong bookkeeping or accounting background
Good with Excel / Google Sheets
Very detail-oriented and careful with numbers
Reliable, organized, and able to work independently
Good written English
Comfortable handling confidential personal financial documents
Able to communicate clearly when something is missing or unclear
Bonus Skills
Experience with self-employed income
Experience with rental income
Experience with investment income / capital gains
Experience with foreign income or cross-border tax documents
Familiarity with TurboTax, Wealthsimple Tax, QuickBooks, or similar tools
Experience preparing files for accountants or CPAs
Ideal Personality / Working Style

I’m looking for someone who is careful, organized, discreet, and reliable.

The ideal person is comfortable with detailed document work, follows instructions well, and does not guess when something is unclear. Accuracy and confidentiality are more important than speed.

MBTI is not a strict requirement, but if you know your type, please include it. This helps me understand your working style and communication style.

To Apply

Please reply with:

Your experience with Canadian personal tax filing
What types of personal tax situations you have handled
What tax/bookkeeping software you have used
Your hourly rate
Your MBTI type, if you know it
A short example of a Canadian personal tax project you helped with
Your availability and preferred working hours

Looking for someone trustworthy, accurate, and organized for personal Canadian tax preparation support.