T3 Tax Specialist

The Mirillion Group; Canada; Hybrid; CAD 41,328 - 68,880; Part time

Benefits offered by this job

Flexible work hours

Independent role

Consistent part-time stability

Job summary

A well-established investment management firm is seeking a part-time Tax Specialist to prepare T3 trust returns and ensure compliance with CRA requirements. The role requires a minimum of 2 years of hands-on experience and offers consistent work of 10 to 15 hours per week, with flexibility for increased hours. This position is ideal for tax professionals looking for stability without full-time commitment. Candidates should possess strong attention to detail and proficiency in tax software and Excel.

Qualifications

• Minimum 2 years of hands on T3 trust return preparation experience.
• Solid understanding of trust taxation and CRA reporting requirements.
• Ability to work independently within a flexible schedule.

Responsibilities

• Prepare T3 trust returns and supporting documentation.
• Review trust financial statements for accuracy.
• Ensure compliance with CRA requirements and deadlines.
• Collaborate with finance and investment teams for information.
• Identify discrepancies and recommend corrective action.
• Maintain organized documentation for audits.

Skills

T3 trust return preparation

Attention to detail

Time management

Accuracy

Proficiency with tax preparation software

Excel

Job description

Location: Toronto or Remote within Canada

Employment Type: Part Time (10 to 15 hours per week, with flexibility to increase during peak periods)

Start Date: ASAP

About the Role

Our client, a well established investment management firm, is seeking a Tax Specialist with strong expertise in preparing T3 trust returns. This is a part time role designed for an experienced trust tax professional who can independently manage the full T3 filing process across multiple entities. The workload will average 10 to 15 hours per week, with the option for increased hours during periods of higher volume or year end cycles.

Key Responsibilities

• Prepare T3 trust returns, schedules, and supporting documentation
• Review trust financial statements to ensure accurate income allocations, capital gains, and reporting
• Ensure compliance with CRA requirements and filing deadlines
• Collaborate with finance and investment operations teams to gather and validate required information
• Identify discrepancies or issues and recommend corrective action
• Maintain organized workpapers and documentation to support audits and compliance reviews
• Provide additional tax support during peak periods when filing volumes increase

Qualifications

• Minimum 2 years of hands on T3 trust return preparation experience
• Solid understanding of trust taxation, income allocations, capital gains, and CRA reporting requirements
• Experience in investment management, fund administration, or public accounting is an asset
• Strong accuracy, attention to detail, and time management skills
• Ability to work independently within a flexible schedule
• Proficiency with tax preparation software and Excel

Why This Role

• Consistent 10 to 15 hours of work per week with flexibility built in
• Opportunity to leverage specialized trust tax expertise in a focused and independent role
• Work directly with a respected investment management firm during recurring annual cycles
• Ideal for professionals seeking part time stability without full time commitment