Tax Associate, Tax Preparation Contract

3 days ago

Vancouver, Canada Raymond James Ltd. Full time

Tax Associate, Tax Preparation Services – 2‑Month Contract We are currently seeking seasonal Tax Associates to provide support during periods of high volume for a duration of 1–2 months in the month of March and April. This role is primarily responsible for the preparation of Personal (T1) and Trust (T3) tax returns for Raymond James clients. Responsibilities Prepare personal tax returns for Raymond James investment clients in a timely and accurate manner. Gather information from clients, the CRA online portal and internal reports. Create electronic working paper files of all tax documentation used to support the tax return for senior level review prior to filing. Correspond with clients or financial advisors/agents to identify and obtain missing information. Handle and respond to email enquiries related to tax returns. Qualifications Working towards or having completed a post‑secondary degree. Recent experience in Canadian personal (T1) tax preparation and an asset is experience with Trust (T3) returns. Experience with CCH TaxPrep, CRA Represent a Client, MS Office and Adobe Acrobat. Ability to work within deadlines in a high‑volume, demanding environment while maintaining a high level of service and a meticulous attention to detail. Demonstrated email, videoconferencing and telephone etiquette and relationship‑management skills. Expectations & Growth 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. At Raymond James we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic selves, our organization, clients, and communities thrive – it is part of our people‑first culture. Raymond James is an equal‑opportunity employer and makes 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. Salary Range: BC (based on education, work experience, etc) – $25/hour to $28/hour Seniority Level Not Applicable Employment Type Contract Job Function Finance Locations Burnaby, Coquitlam, and Surrey — British Columbia, Canada #J-18808-Ljbffr

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