Tax Specialist - Mississauga, Canada - National Disability Credit Alliance

Description

• Sorting physical inbound mail and electronic mail from new and existing clients and performing EFILE functions
• Filing and scanning forms that give us access to an individual's tax returns
• Performing tax estimates based on individuals and their supporting family members to evaluate suitability to move forward with claim
• Filing paper and online tax adjustments in order to produce refunds on clients' tax returns
• Communicating with the Canada Revenue Agency (CRA) and Revenu Quebec (RQ) by phone, fax and mail in order to advance a clients' file and respond to outstanding requests
• Communicating with clients and supporting family members when necessary to obtain information to advance their claims
• Submitting disability forms (T2201) and related documents to Canada Revenue Agency and Revenu Quebec by mail, fax or secure upload system
• Reviewing work completed by other team members including other members of the tax team
• Coordinating with Client Service Specialists to ensure that clients are informed on case progress

• French not required

• 8 hour shift
• Day shift