Senior Analyst Accountant

National Bank of Canada; Montreal; Hybrid; CAD 85,000 - 125,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Trust (NBT) is seeking a Senior Analyst to serve as a tax expert for estate and trust files. You will analyze tax slips for T3/TP646 returns and monitor investments for estates, ensuring compliance and timely processing.

You’ll collaborate with a small team in a hybrid work setting, supporting end-to-end estate settlements and the production of personal tax returns where appropriate. French language proficiency is required.

Qualifications

• Bachelor’s degree in accounting or relevant field; 3 years of relevant experience.
• Experience in individual, estate, and trust taxation.
• Proficiency with TAXPREP software (trusts & personal).
• Proficient Microsoft Office, especially Excel.

Responsibilities

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

Skills

Teamwork

Empathy

Initiative

Learning Agility

Diversity & Inclusion

Resiliency

Real Estate Tax Transactions

Tax Accounting

Tax Returns

Education

Bachelor’s degree in accounting or relevant field

Tools

TAXPREP (trusts & personal)

Microsoft Excel

Job description

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

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

Your benefits

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
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• 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 our team?

Join us!