Tax Officer, Scotiatrust - Vancouver, BC

Scotiabank; Vancouver; On-site; CAD 70,000 - 110,000; Full time

Job summary

Scotiabank is seeking a Tax Officer within Scotiatrust Taxation Services to deliver comprehensive personal and estate and trust tax preparation services to an assigned portfolio of clients. The role combines hands-on tax expertise with proactive client relationship management, ensuring tax services are delivered accurately, efficiently, and within regulatory deadlines.

The position involves engaging clients and partners, serving as a primary contact, identifying tax considerations, and preparing

Qualifications

• Expertise in personal, estate, and trust taxation, including the preparation and review of complex tax returns.
• Strong analytical and problem-solving skills with the ability to identify tax issues and develop effective client-focused solutions.
• Thorough understanding of tax legislation, regulatory requirements, risk management, and internal controls.
• Exceptional attention to detail with a proven ability to ensure accuracy, compliance, and timely delivery of work.
• Strong client relationship management skills, with the ability to build trust and communicate complex tax matters clearly and effectively.
• Excellent organizational and prioritization abilities, managing multiple client engagements and deadlines simultaneously.
• Collaborative team player with experience providing technical coaching, guidance, and mentorship to colleagues.
• Proactive, accountable, and committed to continuous learning, professional development, and delivering high-quality client outcomes.

Responsibilities

• Proactively engage clients and partners to deliver comprehensive personal, estate and trust tax preparation services within regulatory deadlines and established policies and procedures.
• Serve as a primary point of contact for clients, partners, and prospective clients, delivering responsive and professional service.
• Identify tax considerations affecting client circumstances and provide appropriate tax solutions and strategies, ensuring clients and partners are informed of relevant issues.
• Prepare complex tax returns and perform key tax preparation activities requiring advanced technical knowledge.
• Allocate, monitor, and review tax returns prepared by Associate Tax Officers, Tax Administrators, and seasonal team members to support completeness, accuracy, and effective risk management.
• Provide ongoing technical guidance, coaching, and support to Associate Tax Officers, Tax Administrators, and seasonal team members.
• Provide constructive performance feedback that supports employee development and high-quality service delivery.
• Apply sound risk judgment in day-to-day activities and ensure work is completed in accordance with applicable regulatory requirements, internal policies, procedures, and business controls.
• Contribute to effective and efficient operations and a high-performance, inclusive team environment.

Skills

Taxation expertise

Analytical skills

Regulatory knowledge

Attention to detail

Client relationship management

Organizational skills

Coaching / mentoring

Proactive / accountable

Job description

We are committed to investing in our employees and helping you continue your career at Scotiabank.

Purpose

The Tax Officer plays a key role within Scotiatrust Taxation Services, delivering comprehensive personal and estate and trust tax preparation services to an assigned portfolio of clients. The role combines hands-on tax expertise with proactive client relationship management, ensuring tax services are delivered accurately, efficiently, and within regulatory deadlines.

Is this role right for you? In this role you will :

• Proactively engage clients and partners to deliver comprehensive personal, estate and trust tax preparation services within regulatory deadlines and established policies and procedures.
• Serve as a primary point of contact for clients, partners, and prospective clients, delivering responsive and professional service.
• Identify tax considerations affecting client circumstances and provide appropriate tax solutions and strategies, ensuring clients and partners are informed of relevant issues.
• Prepare complex tax returns and perform key tax preparation activities requiring advanced technical knowledge.
• Allocate, monitor, and review tax returns prepared by Associate Tax Officers, Tax Administrators, and seasonal team members to support completeness, accuracy, and effective risk management.
• Provide ongoing technical guidance, coaching, and support to Associate Tax Officers, Tax Administrators, and seasonal team members.
• Provide constructive performance feedback that supports employee development and high-quality service delivery.
• Apply sound risk judgment in day-to-day activities and ensure work is completed in accordance with applicable regulatory requirements, internal policies, procedures, and business controls.
• Contribute to effective and efficient operations and a high-performance, inclusive team environment.

Do you have the skills that will enable you to succeed in this role ? – We’d love to work with you if you have :

• Expertise in personal, estate, and trust taxation, including the preparation and review of complex tax returns.
• Strong analytical and problem-solving skills with the ability to identify tax issues and develop effective client-focused solutions.
• Thorough understanding of tax legislation, regulatory requirements, risk management, and internal controls.
• Exceptional attention to detail with a proven ability to ensure accuracy, compliance, and timely delivery of work.
• Strong client relationship management skills, with the ability to build trust and communicate complex tax matters clearly and effectively.
• Excellent organizational and prioritization abilities, managing multiple client engagements and deadlines simultaneously.
• Collaborative team player with experience providing technical coaching, guidance, and mentorship to colleagues.
• Proactive, accountable, and committed to continuous learning, professional development, and delivering high-quality client outcomes.

Location(s): Canada : British Columbia : Vancouver

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.