Tax Specialist

Job summary

Prepare tax returns, review financial records, and ensure accurate documentation and compliance for nonprofit and small business clients. Advise clients on tax planning, coordinate with bookkeeping and payroll teams to reconcile records, and respond to tax-related questions through virtual channels.

Job details

Company Description SaltyBooks® Bookkeeping Inc. provides bookkeeping, payroll, and tax services to nonprofits and small businesses across diverse sectors. As a high-quality virtual bookkeeping service, SaltyBooks® is dedicated to streamlining back-office financial processes so clients can focus on growth and delivering on their missions. The firm emphasizes accuracy, reliability, and personalized support tailored to the needs of smaller organizations. Team members collaborate remotely, using modern tools to deliver efficient, client-centered service. Applicants can learn more about the company culture and services at www.saltybooks.ca or connect with the team via info@saltybooks.ca. Role Description The Tax Specialist will provide part-time remote support to nonprofit and small business clients, focusing on accurate and compliant tax services. Day-to-day responsibilities include preparing tax returns, reviewing financial records, and ensuring proper documentation of income, expenses, and deductions. The role involves advising clients on tax planning strategies, identifying opportunities for tax efficiency, and staying current with applicable tax laws and regulations. The Tax Specialist will collaborate with the bookkeeping and payroll teams to reconcile records, resolve discrepancies, and respond to client tax-related questions. This position requires consistent communication with clients via email, video calls, and other virtual channels, while maintaining confidentiality and high professional standards. Qualifications Strong skills in Tax Preparation and Tax Planning, with experience supporting small businesses and/or nonprofits. Solid understanding of Tax Law and compliance requirements, including the ability to interpret and apply relevant regulations. Foundational knowledge of Tax and Finance to analyze financial statements and identify tax implications. Proficiency with accounting and tax software (e.g., QuickBooks, cloud-based tax tools) and comfort working in a fully remote environment. Excellent analytical, organizational, and time-management abilities, with high attention to detail and accuracy. Clear written and verbal communication skills for explaining tax concepts to clients in accessible language. Relevant education in accounting, finance, or a related field; professional certifications (e.g., CPA, EA) are an asset. Prior experience in bookkeeping or public practice accounting, particularly with nonprofit or small business clients, is preferred.

What you’ll do

Prepare tax returns, review financial records, and ensure accurate documentation and compliance for nonprofit and small business clients. Advise clients on tax planning, coordinate with bookkeeping and payroll teams to reconcile records, and respond to tax-related questions through virtual channels.

Requirements

Candidates should have tax preparation and planning experience, knowledge of tax law and compliance, and foundational accounting and finance skills. Relevant education in accounting, finance, or a related field is sought; CPA or EA certification and experience with small businesses, nonprofits, bookkeeping, or public practice are preferred or considered assets.

Listed skills

• Time management · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Bookkeeping · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Tax Preparation
• Tax Planning
• Tax Law Compliance
• Financial Statement Analysis
• Tax Return Preparation
• Tax Documentation
• Tax Efficiency
• QuickBooks
• Accounting Software
• Analytical Skills
• Organization
• Time Management
• Attention to Detail
• Client Communication
• Bookkeeping
• Payroll Reconciliation

Job areas

• Finance & Accounting