Tax Specialist

CIBC Trust Corporation; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services company in Toronto is seeking a Tax Specialist to manage tax compliance and filing for complex Estate and Trust accounts. The role involves client liaison, collaboration with staff and tax professionals, and training of seasonal staff. Ideal candidates have a degree in accounting, CPA progress, and strong client service skills. The position offers competitive salary and benefits along with growth opportunities.

Benefits

Competitive salary

Incentive pay

Employee share purchase plan

Defined benefit pension plan

Wellbeing support

Paid growth and development day

Qualifications

• Have experience with T1, T3 trusts, estate returns, and graduated rate estates.
• Put clients first and engage purposefully to find solutions.
• Bring authenticity to work and embody trust, teamwork, and accountability.

Responsibilities

• Complete and file all requisite tax returns for Estate and Trust accounts.
• Liaise with staff, tax professionals, and clients to resolve taxation issues.
• Train and oversee seasonal staff, and develop tax training seminars.

Skills

Client Service

Customer Experience (CX)

Tax Compliance

Tax Filings

Tax Planning

Collaboration

Education

Degree/diploma in accounting or equivalent work experience

CPA designation (completed or in progress)

Completion of STEP, CSI, or Taxation Courses

Tools

GAAP

QuickBooks

Sage

Microsoft Excel

Job description

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.

At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC please visit

What Youll Be Doing

Reporting to the Director of Tax Services, the Specialist will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. You will fulfill a variety of income tax compliance, planning, and administrative functions.

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How Youll Succeed

Tax Acumen - Obtain information required to prepare and file income tax calculations, complete required schedules, and organize information for complex returns. Accurately prepare personal, estate, and trust income tax returns, including post-mortem and other tax planning opportunities. Act as a technical tax resource to the ETA Team. Review assessment notices and prepare adjustment requests, objection notices, and Clearance Certificate requests for filing. Correspond with the CRA to ensure any requests for information are provided.

Collaboration - Liaise with CIBC Trust staff, external tax professionals, and clients to ensure timely filing of complex returns, resolve taxation issues, and implement tax strategies effectively.

Training - Train and oversee seasonal staff, develop/present tax training seminars for trust staff, and identify tax planning opportunities for outsourcing, including other tax returns.

Who You Are

You have a degree/diploma in accounting or equivalent work experience.

You are a certified professional, having completed or working towards CPA designation, and have completed STEP, CSI, or Taxation Courses.

You have experience with T1, T3 trusts, estate returns, and graduated rate estates.

You put clients first, engage purposefully to find solutions, and go the extra mile because it's the right thing to do.

Values matter to you. You bring your authentic self to work and live our values of trust, teamwork, and accountability.

LI-TA

What CIBC Offers

We prioritize your goals, start with your strengths and ambitions, and strive to create opportunities for your growth. We aim to provide a career, not just a paycheck.

We recognize you with personalized rewards including a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and MomentMakers, our social recognition program.

Our spaces and technology enable collaboration and innovation to serve our clients better.

We foster a culture where you can pursue your ambitions through initiatives like Purpose Day, a paid day off dedicated to your growth and development.

Subject to plan and program terms and conditions.

What you need to know

CIBC is committed to inclusivity. We seek applicants with diverse abilities and provide accessible application processes. Please contact us if you need accommodations.

You must be legally eligible to work at the specified location(s) and have a valid work or study permit if applicable.

We may require you to complete assessments and skills tests (e.g., simulation, coding, French proficiency, MS Office). Our goal is to understand your full potential and share more about our organization.

Job Location: Toronto - 81 Bay, 11th Floor

Employment Type: Regular

Weekly Hours: 37.5

Skills

Client Service, Customer Experience (CX), Tax Compliance, Tax Filings, Tax Planning, Collaboration

Required Experience: Unclear Seniority

Key Skills

Tax Experience, Accounting Software, GAAP, QuickBooks, Accounting, Sage, Account Reconciliation, Analysis Skills, Research Experience, SOX, Microsoft Excel, Financial Analysis

Experience: years

Vacancy: 1