Associate, Tax Preparation Services - 2 Month Contract

Raymond James Ltd.; Vancouver; On-site; CAD 30,307 - 34,440; Part time

Job summary

A financial services company based in Vancouver is seeking a seasonal Tax Specialist for a part-time position. Key responsibilities include reviewing personal tax returns and ensuring accuracy in filing. Candidates should have a minimum of 3 years in public accounting with Canadian taxation experience and possess a CPA designation. The role involves client correspondence and meticulous attention to detail, with a salary range of $22–25 per hour based on experience.

Qualifications

• Minimum 3 years of public accounting firm experience, with at least 2 years in Canadian taxation.
• Experience in reviewing Canadian Personal (T1) and Trust (T3) tax returns.

Responsibilities

• Review personal tax returns for investment clients accurately and in a timely manner.
• Correspond with clients or Financial Advisors to discuss outstanding information.
• Provide review notes to tax return preparers.

Skills

Public accounting experience

Canadian taxation

CCH TaxPrep

MS Office

Adobe Acrobat

Education

Canadian CPA designation

Job description

Tax Specialist, Tax Preparation Services – 2 Month Contract

How does the role impact the organization?

This role is primarily responsible for the review of Personal (T1) and/or Trust (T3) tax returns of Raymond James clients. We are currently seeking seasonal Tax Specialists to provide support during periods of high volume for a duration of 1–2 months in March and April.

What Will Your Role Be Responsible For

• Reviewing personal tax returns for Raymond James investment clients in a timely and accurate manner
• Reviewing information gathered from clients, CRA online portal and internal reports
• Reviewing electronic working paper files of all tax documentation used to support the tax return, prior to filing
• Providing review notes to tax return preparers and ensuring outstanding issues are resolved prior to filing
• Corresponding with clients or Financial Advisors/Agents to discuss outstanding information
• Handling and responding to email enquiries related to tax returns

What do we expect from you?

To qualify for this opportunity you possess:

• Minimum 3 years of public accounting firm experience, with at least 2 years working in Canadian taxation
• Canadian CPA designation
• Experience in reviewing Canadian Personal (T1) tax returns and Canadian Trust (T3) tax returns
• Proficiency with CCH TaxPrep, CRA online portal, MS Office and Adobe Acrobat
• Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and meticulous attention to detail
• Demonstrated email, videoconferencing and telephone etiquette and relationship‑management skills

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range: $22–25 per hour

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients and communities thrive; it is part of our people-first culture. The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.

To request accommodations, candidates should contact Human Resources via email at [e-mail].

We may use automated or AI-enabled tools to support parts of our recruitment and screening process. These tools help us review applications efficiently, but they do not replace human decision‑making.

Job

Operations

Primary Location

CA-BC-Vancouver-Vancouver

Organization

Operations

Schedule

Part‑time

Status

Temporary Part‑Time