Tax Associate, Tax Preparation Services (Contractor)

Raymond James Financial; Vancouver; On-site; CAD 28,000 - 34,000; Full time

Job summary

Raymond James Financial is seeking seasonal Tax Associates to support during peak periods for 1–2 months in March and April. The role focuses on preparing Personal (T1) tax returns for Raymond James clients, gathering data from clients, CRA portals, and internal reports, and producing working papers for review.

Ideal candidates are pursuing or have completed a post-secondary degree with experience in Canadian personal tax returns, plus familiarity with CCH TaxPrep, CRA Represent a Client, MS

Qualifications

• Working towards or completion of a post-secondary degree.
• Experience in Canadian personal tax returns (T1).
• Experience with T3 returns is an asset.
• Proficient with CCH TaxPrep, CRA Represent a Client, MS Office and Adobe Acrobat.
• Ability to meet deadlines in a high-volume environment with attention to detail.

Responsibilities

• Prepare personal tax returns for Raymond James clients in a timely and accurate manner.
• Gather information from client, CRA online portal and internal reports.
• Prepare electronic working papers for senior review prior to filing.
• Correspond with clients or advisors to obtain missing information.
• Handle and respond to email inquiries related to tax returns.

Skills

Tax preparation

Client communication

Deadline pressure

Email etiquette

Education

Post-secondary degree

Tools

CCH TaxPrep

CRA Represent a Client

MS Office

Adobe Acrobat

Job description

Job Description - Tax Associate, Tax Preparation Services (Contractor) (2600653)

Tax Associate, Tax Preparation Services (Contractor) - 2600653

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Tax Associate, Tax Preparation Services (Contractor)

How does the role impact the organization?

We are currently seeking seasonal Tax Associates to provide support during periods of high volume for a duration of 1-2 months in the month of March and April. This role is primarily responsible for the preparation of Personal (T1) tax returns of Raymond James clients.

What will your role be responsible for?

• Preparation of personal tax returns for Raymond James investment clients in a timely and accurate manner
• Gathering information from client, CRA online portal and internal reports
• Preparation of electronic working paper files of all tax documentation used to support the tax return for senior level review, prior to filing
• Corresponding with clients or Financial Advisors/Agents to identify and obtain missing information
• Handling and responding to email enquiries related to tax returns

What do we expect from you?

To qualify for this opportunity you possess:

• Working towards or completion of a post-secondary degree
• Recent experience in Canadian tax preparation of Personal (T1) returns and experience in preparing Trust(T3) returns will be an asset
• Experience with CCH TaxPrep, CRA Represent a Client, MS Office and Adobe Acrobat
• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills;

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range:

$20-25/ hourly

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitmentand screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently,but they donot replace human decision-making.

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. www.cipf.ca