Document processor Jobs in Whitby, ON

Job Overview

Project Responsibilities

• Project review + document support for CRA filings
• Review projects at the work-detail/activity level to identify and extract supporting reference documentation needed for CRA tax filings.
• Build and maintain working papers / working files that tie source documents to filing positions and calculations.
• Validate completeness/accuracy of supporting evidence; escalate gaps and risks.

Stakeholder engagement and clarification

• Partner with Project Managers / project teams to clarify scope, work activity classification, and missing details.
• Document follow-ups, decisions, and assumptions; update working files accordingly.
• Provide guidance on what documentation is needed and why (in plain language).

Workflow and process improvement / automation

• Design and implement automated workflows to collect required information more efficiently (standard intake templates, routing, tracking, reminders, status dashboards).
• Act as a “process/system champion” for the workflow approach: testing, iteration, user guidance/training, and troubleshooting.

Innovative gap-filling and analysis

• Perform contract review and interpretation to fill data gaps (scope wording, deliverables, pricing structures, activity descriptions).
• Create analytical schedules (e.g., ratios, allocations, activity splits) to support positions where direct tagging is incomplete ensuring the approach is supportable and repeatable.

Compliance, guidance, and delivery under deadlines

• Interpret and apply CRA legislation/regulatory requirements relevant to the filing.
• Follow prescribed internal program guidance and maintain audit-ready documentation.
• Manage priorities independently and deliver quality outputs under tight deadlines.

Qualifications

Skills needed [consolidated]

Tax / compliance & interpretive skills

• Ability to interpret CRA legislation and apply it to real-world project activities and documentation
• Understanding of tax accounting concepts and how they translate into provisions/schedules/filing support
• Comfort working within defined internal controls / program guidance and producing audit-ready support

Analytical & problem-solving skills

• Strong ability to review, research, and analyze large volumes of information
• Build structured analytical schedules (allocations/ratios, reconciliations, exception analysis)
• Identify inconsistencies, assess impacts, recommend corrective actions, and document conclusions

Document management & records discipline

• Strong document management capabilities (classification, retention mindset, version control, traceability)
• Knowledge of information security expectations for sensitive tax/contract/project data
• Ability to assemble complete, well-referenced files suitable for internal/external review

Workflow design / automation & systems aptitude

• Ability to develop automated workflows for intake, tracking, and completeness checking
• Comfort with business systems and computer applications; ability to test, troubleshoot, and improve tools
• Ability to create standard templates, trackers, and process aids; provide user guidance/training

Communication & stakeholder management

• Strong written/oral communication: clarify requirements, request evidence, summarize findings
• Ability to work effectively with PMs and other stakeholders, including pushing for timely responses
• Ability to prepare clear reports / summaries / presentations of status, gaps, and decisions

Execution under pressure [MP3-level work habits]

• Ability to work independently, manage multiple priorities, and meet tight deadlines
• Attention to detail with consistent quality deliverables
• Flexibility to adapt as project details, legislation interpretations, or filing needs change

Miscellaneous

• Standard software package for MP3 (PowerBI, FRA, SharePoint, etc.) and AS9 Access, EBX, Ecosys.
• CPA (completed or in progress) or equivalent advanced financial training (AFOA, MBA).
• Excellent communication skills with all organizational levels.
• Ability to support and execute organizational projects.

CPUS Engineering employs artificial intelligence (AI) tools as part of its recruitment process to enhance efficiency and consistency. These tools may assist with activities such as application screening, candidate evaluation, and summarization of interview feedback.

AI-generated outputs are intended to supplement, not replace, human judgment. All final hiring decisions are made by qualified human decision-makers who exercise professional discretion in reviewing and assessing candidate information alongside any AI-generated insights.

CPUS Engineering ensures that the use of AI in recruitment complies with all applicable employment laws, human rights legislation, and privacy regulations. The organization is committed to maintaining fairness, transparency, and non-discrimination throughout the hiring process.