Senior Tax Analyst, Private Trust (Bilingual)

TD Bank; Vancouver; Hybrid; CAD 65,000 - 99,000; Full time

Job summary

Join a forward-thinking financial institution as a Senior Tax Analyst, where you'll play a pivotal role in managing complex tax returns for high net worth individuals and trusts. This hybrid position offers flexibility, allowing you to work both from home and at the office. You will be integral in ensuring compliance with tax regulations while enhancing client relationships. With a supportive culture that prioritizes diversity and community engagement, this role not only promises professional growth but also the opportunity to make a meaningful impact during peak tax seasons. If you're passionate about tax services and thrive in dynamic environments, this is the perfect opportunity for you.

Benefits

Performance Bonuses

Pension Plan

Stock Plans

Flexible Schedule

Training and Onboarding

Qualifications

• 3+ years of recent experience in tax services, including trust and personal tax returns.
• Strong organizational and communication skills required.

Responsibilities

• Prepare complex personal, estate, trust, and corporate tax returns accurately and timely.
• Review tax returns prepared by contractors during peak season.

Skills

Tax Return Preparation

Client Relationship Management

Organizational Skills

Communication Skills

Fluency in English and French

Education

CPA, CA, CMA, CGA

Working towards TEP/CPA

Tools

CCH Taxprep

CaseWare

CRA Represent

Job description

Senior Tax Analyst, Private Trust (Bilingual)

Overview

TD Wealth Private Wealth Management provides tailored advice and comprehensive financial solutions to help clients develop, preserve, and pass on wealth. The Tax Services department within TD Wealth Private Trust handles tax return preparation and planning for estates, trusts, high net worth individuals, and their families, along with bookkeeping and corporate tax services for investment holding companies.

Role Summary

The Senior Tax Analyst, reporting to the Senior Tax Manager and supported operationally by a Tax Manager, is responsible for preparing complex T1, T2, T1D, and T3 tax returns. The role involves assisting in client relationship management, reviewing returns prepared by others, and ensuring compliance with tax regulations.

Work Environment

This is a hybrid role based in Vancouver, BC, involving work at TD Tower, Pacific Centre, and from home. Expect additional hours during the busy tax season in March and April. Outside tax season, a flexible schedule is offered.

Key Responsibilities

1. Prepare complex personal, estate, trust, and corporate tax returns accurately and timely.
2. Review tax returns prepared by contractors during peak season.
3. Manage new client setups and review historical tax data for accuracy.
4. Analyze CRA online history, respond to CRA queries, and manage tax payments and certifications.
5. Support relationship management and stay updated on tax developments.
6. Perform administrative duties as needed.

Qualifications

• Accounting designation (CPA, CA, CMA, CGA) or working towards TEP/CPA.
• At least 3 years of recent experience in tax services, including trust and personal tax returns.
• Experience with corporate tax returns and tax software such as CCH Taxprep, CaseWare, CRA Represent.
• Strong organizational, communication, and computer skills.
• Fluency in English and French is required.

Compensation & Benefits

Salary ranges from $65,600 to $98,400 CAD, with performance bonuses, benefits, pension, stock plans, and other perks. Additional pay applies during peak seasons for overtime hours.

About TD

TD is a leading North American bank committed to customer experience, diversity, and community support through initiatives like the TD Ready Commitment. We offer career growth, development, and a supportive, inclusive culture.

Additional Information

We provide training, onboarding, and accommodations for applicants. The role adheres to provincial employment regulations. We encourage applications from diverse backgrounds and are committed to equity and inclusion.