Tax Specialist

International Financial Group; Toronto; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

A top financial institution is seeking a Tax Specialist for a 12-month contract in Toronto. This hybrid position involves managing tax returns for Estate and Trust accounts, requiring at least 2 years of relevant experience and a degree in accounting. The ideal candidate will prepare complex tax returns and liaise with clients and tax professionals to ensure compliance. Interested candidates should send their resumes to the provided email.

Qualifications

• Minimum 2 years of experience in an accounting or tax-related role.
• Familiarity with graduated rate estates.
• Experience preparing T1, final T1, T3 trusts, and estate returns.

Responsibilities

• Execute timely filing of tax returns for Estate and Trust accounts.
• Prepare personal, estate, and trust income tax returns.
• Review assessment notices and prepare adjustments.

Skills

Tax preparation software

Accounting knowledge

Communication skills

Time management

Education

Post-secondary degree in accounting

Job description

Our client, a Top 5 Bank in Canada, is looking to hire a Tax Specialist for an initial 12-month contract. This role is currently hybrid in Toronto.

Job Description :

The Tax Specialist will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. The role involves income tax compliance, planning, and administrative functions.

Responsibilities :

1. Obtain information from clients, internal and external sources required to prepare and file income tax returns. Perform calculations, complete required schedules, and organize information for complex returns.
2. Accurately prepare personal, estate, and trust income tax returns and schedules. Identify post-mortem and other tax planning opportunities. Act as a technical tax resource to the ETA Team.
3. Review assessment notices and prepare adjustment requests, objection notices, and Clearance Certificate requests. Correspond with the CRA to ensure requested information is provided.
4. Maintain service standards for quality, responsiveness, and timeliness.
5. Liaise with Trust staff, outside tax professionals, and clients to ensure that income tax filing requirements for complex returns are met on time; taxation issues are explained and resolved; and tax strategies are implemented effectively.
6. Participate in special projects as assigned.
7. Manage and train junior staff.
8. Review complex tax returns such as GREs and terminal T1 returns.
9. Take ownership of assigned projects with limited supervision.

Must Have Requirements :

• 2+ years of experience in an accounting or tax-related role.
• Familiarity with graduated rate estates.
• Post-secondary degree in accounting or equivalent.
• Experience or knowledge in preparing T1, T1 final, T3 trusts, and estate returns.
• Proficiency with tax preparation software.

If you meet the requirements and are interested, please send your updated resume in MS Word format to [e-mail].