tax analyst

Title posted on CareerBeacon - Senior Tax Analyst, Private Trust

Posted on April 17, 2025 by Employer details TD Bank

Job details

Work Location: Vancouver, British Columbia, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $65,600 - $98,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

Department Overview

TD Wealth Private Wealth Management provides the highest level of tailored advice and integrated wealth management solutions. Our goal is to help our clients and their families develop integrated, comprehensive, and customized financial solutions. At all times, our exceptional team of banking, estate planning, trust, and investment professionals work together with our wealth partners to help our clients create wealth, preserve and protect it, and pass it on to the generations that follow.

Tax Services is a department within TD Wealth Private Trust, a key business unit within TD Wealth Private Wealth Management, which provides tax return preparation and planning for estates and trusts, high net worth individuals, and their families. Tax Services also provides bookkeeping and corporate tax services for clients with investment holding companies.

Job Description

Reporting to the Senior Tax Manager (people manager), with operational oversight by a Tax Manager (client relationship manager), the Senior Tax Analyst is primarily responsible for the preparation of complex T1 (Personal), T2 (Corporate), T1D (Terminal), and T3 (Estate & Trust) returns. The position also entails assisting the Tax Manager in the relationship management of the assigned client files, including detail reviewing returns prepared by Tax Analysts, as requested.

Hybrid Scheduled Role: Colleagues will split their work week between our TD Tower, Pacific Centre office location in Vancouver and home office based on pre-scheduled days during a standard 37.5-hour work week. In addition, this role requires excess hours during the very fast-paced Trust and Personal Tax Filing Season in March and April. We offer a flexible work environment outside of tax season.

Specific Accountabilities

1. Preparing complex personal, terminal (i.e., date of death), trust/estate, special tax elections, and corporate income tax returns for assigned clients in a timely and accurate manner, including correspondence and fee invoices associated with the client file.
2. Performing the detailed review of non-complex personal (T1) and trust (T3) tax returns, during busy season, prepared by tax season contractors.
3. Setting up new client tax prep, saving all working papers online in the client database.
4. Reviewing client's tax history and prior years returns prepared externally for errors and omissions.
5. Analyzing Canada Revenue Agency (CRA) online history for all new tax clients and following up with tax manager on any outstanding tax returns.
6. Updating various tax return control lists and fee calculation sheets, in accordance with internal policies and procedures.
7. Actioning CRA queries by preparing memos in response and submitting supporting documents.
8. Responding to CRA pre and post-assessment reviews in a timely manner.
9. Calculating tax reserves, reviewing quarterly instalments, arranging for client tax payments ensuring all taxes paid are accurate and on time.
10. Requesting tax clearance certificates for estates, trusts, corporations, and GST accounts.
11. Assisting Tax Manager with relationship management of assigned client files and/or special projects.

Advertised until

2025-05-17