Senior Tax Associate

Senior Tax Associate At Raymond James Ltd. is Canada’s leading independent investment dealer offering high‑quality investment products and services to Canadians seeking customized wealth‑management solutions. How does the role impact the organization? The Senior Tax Services Associate must be organized, hardworking, team‑oriented and computer proficient. The individual will manage and prioritize multiple tasks, handle file preparation from start to finish, and meet the department’s tax deadlines. The role requires effective communication with internal staff, Financial Advisors and their end clients. What will your role be responsible for? End‑to‑end completion of tax engagements through planning, data collection, computing taxes owed, preparing Canadian tax returns (and other compliance documents), preparing year‑end tax forms and ensuring compliance with government standards while corresponding with Financial Advisors and clients to address their needs. Advising clients of engagement status and seeking clarification on discrepancies where applicable. Setting up files for new clients and maintaining the client database. Corresponding with various government agencies to address tax compliance issues. Preparing correspondence, technical reports, client summaries and presentations outlining findings, facts and highlights resulting from tax engagements. Developing and applying knowledge of the Canadian Income Tax Act and related legislation. Developing a thorough understanding of Raymond James’ services, businesses and industry. Collaborating with internal teams to outline roles and responsibilities, deadlines and provide guidance and training to seasonal staff during tax season. Maintaining high quality control by reviewing tax returns and other work done by other team members for accuracy and completeness. Contributing to the development of new ideas and approaches to improve work processes. Liaising and corresponding professionally with clients, colleagues and the firm leadership team. Attending internal and external courses to further develop industry and tax knowledge. What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Benefits include Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and more. We also support internal promotion and community involvement. Qualifications What do we expect from you? Bilingualism proficiency is required (French and English). Knowledge of the Canadian Income Tax Act with respect to basic individual tax concepts. Strong professional communication skills, both verbal and written. Demonstrated ability in building and maintaining positive relationships with clients and colleagues. Meticulous attention to detail in all tasks and activities. Exceptional organizational skills to manage multiple responsibilities effectively. Proficient in time management, prioritizing tasks and meeting deadlines. Customer‑centric mindset with a focus on providing excellent client service. Education and Experience Bachelor’s Degree in Commerce or Business Administration (Accounting and/or Finance major preferred). Completion or near completion of Chartered Professional Accountant (CPA). 2 to 4 years of relevant work experience in public accounting or tax. Experience in the preparation of domestic tax compliance as well as research and documentation of tax issues. Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). Experience working with a tax software such as Tax Prep and Profile is an asset. Professional Development and Culture 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 yourself and others accountable for delivering results that matter. Contribute to the continuous evolution of the firm. 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 as part of our people‑first culture. We are an equal‑opportunity employer and make all employment decisions on the basis of merit and business needs. To request accommodations, candidates should contact Human Resources via email at recruitment@raymondjames.ca. By contacting this email address, candidates can communicate their specific requirements and discuss the accommodations they may need to participate fully in the recruitment process. #J-18808-Ljbffr