Senior Analyst Accountant

Banque Nationale du Canada; Montreal; Hybride; CAD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Résumé du poste

National Bank Trust (NBT) is seeking a Senior Analyst to join the Trust services team in Montreal. You will specialize as a tax expert handling estate and trust files, including T3/TP646 returns, asset reconciliations, and end-to-end settlement processes.

You will collaborate with a six-person team, support hybrid work, and leverage TaxPrep and Excel to optimize client experiences while meeting deadlines and regulatory requirements.

Qualifications

• Bachelor’s degree in accounting or relevant field.
• Three years of relevant experience in estate and trust taxation.
• Ability to provide advice to stakeholders.
• Proficient with TAXPREP software (trusts and personal).
• Proficient Microsoft Excel.

Responsabilités

• Search for, obtain and analyze tax slips to produce T3 and TP646 annual tax returns for estate files.
• Monitor book values of investments held by estates including reinvested income, dividends, interest, foreign income, purchases, sales, capital gains and losses, foreign tax, return of capital and fees.
• Make accounting entries, produce and cash cheques, send returns and monitor their processing by communicating with government tax authorities.
• Perform reconciliation for estate and incapacity files (tutorship, curatorship and protection mandate).
• Support and take charge of estate settlement files end-to-end (assets, inventories, taxes at death and distribution).
• Support T1 tax returns for individual clients (incapacity files managed by NBT).
• Take charge of various initiatives and projects within the sector.

Connaissances

Estate taxation

Trust taxation

Tax preparation

Excel

Communication

Formation

Bachelor's degree in accounting

Outils

TAXPREP (trusts & personal)

Microsoft Office

Description du poste

Area(s) of interest: Finance and accounting

Location(s): Montreal

As a Senior Analyst in the Trust services team at National Bank Trust (NBT), you’ll be a tax expert working on estate and trust files. In this role, you’ll have a positive impact on the organization by leveraging your expertise as you handle complex files and demonstrate your commitment to providing an exemplary client experience. Your engagement, management of deadlines and desire to help optimize the team’s working methods will set you apart.

Your role

• Search for, obtain and analyze tax slips to produce T3 and TP646 annual tax returns for estate files
• Monitor book values of investments held by estates including the calculation of reinvested income, dividends, interest, foreign income, purchases, sales, capital gains and losses, foreign tax, return of capital and fees
• Make accounting entries, produce and cash cheques, send returns and monitor their processing by communicating with government tax authorities
• Perform reconciliation (financial statements or distributions) for estate files and incapacity files (tutorship, curatorship and protection mandate)
• Support and take charge of certain estate settlement files (end-to-end process for files, i.e., obtaining assets, inventory of assets, taxes at death and distribution)
• Support the production of T1 tax returns for individual clients (incapacity files managed by NBT)
• Take charge of various initiatives and projects within the sector related to your area of expertise

Your team

In the National Bank Trust, trust services sector, you’ll be part of a team of six colleagues reporting to the director, trust services – estate settlement. Our team stands out for its expertise in tax and offering an exemplary client experience. We offer the possibility of working in hybrid mode so you can better manage your work-life balance.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as estate files and how to handle tax requests related to estate files to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

• Bachelor’s degree in accounting or any other relevant filed and three years of relevant experience
• Experience in individual, estate, and trust taxation
• Ability to provide advice to our stakeholders
• Ability to quickly grasp complex problems and handle information from a variety of sources
• Proficient Microsoft Office user, in particular Excel
• Proficiency with TAXPREP software (trusts and personal)

Languages:

French

Skills

Artificial Intelligence Diversity & Inclusion Tax Accounting Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency Tax Returns Succession products and services Real Estate Tax Transactions

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier‑free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to your team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to your team?