Senior Insolvency Analyst (Tax), Personal Debt Solutions

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.

Your Opportunity

Our offices are looking for a Senior Insolvency Analyst to support the Tax Center of Excellence. The role is responsible for coordinating, preparing and processing insolvency-related tax returns and CRA matters. It reviews tax documentation, investigates refunds and compliance issues, maintains accurate estate records, communicates with internal teams and CRA, and ensures tax filings and supporting documentation are complete, accurate and handled in accordance with established procedures.

The successful candidate will be responsible for the following responsibilities:

• Prepare and file pre-bankruptcy, post-bankruptcy and prior-year income tax returns, where applicable.
• Monitor and manage tax requests received through the centralized PDS Tax inbox, generally processing work on a first-in, first-out basis.
• Respond to tax-related requests and inquiries, with urgent matters prioritized and seasonal volumes managed appropriately.
• Investigate held tax refunds and respond to CRA compliance reviews
• Review Notices of Assessment, tax slips and supporting documentation received from local offices.

How do we define success for your role?

• You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration
• You understand your client’s industry, challenges, and opportunities; client describe you as positive, professional, and delivering high quality work
• You identify, recommend, and are focused on effective service delivery to your clients
• You share in an inclusive and engaging work environment that develops, retains & attracts talent
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
• You grow your expertise through learning and professional development.

Your Experience & Education

• Minimum 2 years of tax preparation experience, including self employed tax returns and CRA's processes relating to T1's, tax refunds, tax offsets, GST/HST returns. Knowledge of bankruptcy specific tax returns (pre, post, in-bankruptcy, provisional) is an asset
• Working knowledge of iFirm is an asset.
• Proven ability to effectively prioritize and manage competing demands in a fast-paced environment while handling multiple tasks with accuracy and attention to detail.
• Flexible and adaptable with the ability to accommodate varying work schedules, including occasional evening hours as required.
• Demonstrated commitment to teamwork, exceptional client service, and producing high-quality, detail-oriented work.