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Clark Hetherington Financial Ltd.

Tax Preparer

Canada-Alberta-Calgary

Downtown1514422

Job Description

Clark Hetherington Financial Ltd. is a boutique financial services firm, helping high net worth clients achieve their financial goals.  We integrate tax, investments, insurance, estate and cash flow management into superior plans that give the greatest benefit to our clients.  

Our growing firm requires a part time Corporate Tax Preparer to assist our team in providing the highest level of service to our amazing clients.

Clark Hetherington Financial Ltd. offers

  • Opportunity to work as an employee or as a contractor

  • Small office environment

  • Educational reimbursement

  • Opportunity for advancement

Job activities include but are not limited to

  • Meeting with clients to review initial documents and discuss their returns

  • Preparing approximately 30 T2s and 10 T3s including all applicable schedules

  • Prepare T4 and T5s for clients as required

  • Preparing date of death returns as required

  • Review bookkeeping prepared by our in house bookkeeper

  • Work with our financial advisors to create income plans and other tax strategies for clients

  • Stay up to date with CRA and other government rules and regulations

Your qualifications

  • Strong communicator, both written and verbal

  • Professional demeanor with an emphasis on discretion regarding confidential information

  • Fastidious attention to detail

  • Passion for client care

  • Ability to self start and motivate

  • Proficiency with Microsoft Office, Excel, Profile and Sage 50


Contact Information

Clark Hetherington Financial Ltd.
Finance
Jennifer Hetherington
CEO and COO
403-237-6570
403-269-4269
Posting Date: 02-Jun-2017FinanceFinancial Services Permanent, Part-Time Open 1 ASAP
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