Tax Specialist, Tax Preparation Services (Contractor)

Raymond James Financial; Vancouver; On-site; CAD 62,000 - 69,000; Part time

Job summary

Raymond James Ltd. seeks a Tax Specialist for Tax Preparation Services (Contractor) to review personal (T1) and trust (T3) tax returns during peak season. 2-month engagement in March–April with multi-client support.

You will verify information from clients and CRA, provide notes to preparers, and ensure accurate filings. Applicants should have 3+ years in public accounting with Canadian taxation, CPA designation, and proficiency in CCH TaxPrep, CRA portal, MS Office, and Adobe Acrobat.

Qualifications

• Minimum 3 years of public accounting firm experience with a minimum of 2 years in Canadian taxation.
• Canadian CPA Designation is required.
• Experience reviewing Canadian Personal (T1) and Trust (T3) tax returns.
• Proficiency with CCH TaxPrep, CRA online portal, MS Office and Adobe Acrobat.
• Ability to meet deadlines in a high-volume environment and maintain attention to detail.
• Strong email, videoconferencing and phone etiquette with client relationship skills.

Responsibilities

• Review personal tax returns for Raymond James clients (T1) in a timely and accurate manner.
• Review information gathered from clients, CRA portal and internal reports.
• Review electronic working papers supporting the tax return prior to filing.
• Provide review notes to tax preparers and resolve outstanding issues before filing.
• Correspond with clients or Financial Advisors to discuss outstanding information.
• Handle and respond to email inquiries related to tax returns.

Skills

Public accounting experience

Canadian taxation

CPA designation

Reviewing tax returns (T1/T3)

Communication etiquette (email/videoc0

Tools

CCH TaxPrep

CRA online portal

MS Office

Adobe Acrobat

Job description

Job Description - Tax Specialist, Tax Preparation Services (Contractor) (2600654)

Tax Specialist, Tax Preparation Services (Contractor) - 2600654

At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove 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 Specialist, Tax Preparation Services (Contractor)

How does the role impact the organization?

This role is primarily responsible for the review of Personal (T1) and or Trust (T3) tax returns of Raymond James clients. We are currently seeking seasonal Tax Specialists to provide support during periods of high volume for a duration of 1-2 months in the month of March and April.

What will your role be responsible for

• Reviewing of personal tax returns for Raymond James investment clients in a timely and accurate manner
• Reviewing of information gathered from clients, CRA online portal and internal reports
• Reviewing of electronic working paper files of all tax documentation used to support the tax return, prior to filing
• Provide review notes to tax return preparers and ensure outstanding issues are resolved, prior to filing
• Corresponding with clients or Financial Advisors/Agents to discuss outstanding information
• Handling and responding to email enquiries related to tax returns

What do we expect from you?

To qualify for this opportunity you possess:

• Minimum 3 years of public accounting firm experience, with a minimum of 2 years of experience working in Canadian taxation
• Canadian CPA Designation
• Experience in reviewing Canadian Personal (T1) tax returns and Canadian Trust (T3) tax returns
• Proficiency with CCH TaxPrep, CRA online portal, 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; and
• 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: $45- 50 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