Trust and Estate Tax Specialist

1 day ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time
Role Overview

We are seeking a highly skilled Trust and Estate Tax Specialist to join our team at Banque Nationale du Canada. This is a challenging opportunity for someone with expertise in individual, estate, and trust taxation.

Job Description

The successful candidate will be responsible for:

  • Searching for, obtaining, and analyzing tax slips to produce T3 and TP646 annual tax returns for estate files
  • Monitoring book values of investments held by estates, including the calculation of reinvested income, dividends, interest, foreign income, purchases, sales, capital gains, and losses, foreign tax, return of capital, and fees
  • Making accounting entries, producing and cashing cheques, sending returns, and monitoring their processing by communicating with government tax authorities
  • Performing reconciliation (financial statements or distributions) for estate files and incapacity files (tutorship, curatorship, and protection mandate)
  • Supporting and taking charge of certain estate settlement files (end-to-end process for files, i.e., obtaining assets, inventory of assets, taxes at death, and distribution)
  • Supporting the production of T1 tax returns for individual clients (incapacity files managed by Banque Nationale du Canada)
  • Taking charge of various initiatives and projects within the sector related to your area of expertise
Key Responsibilities

As a Trust and Estate Tax Specialist, you will work closely with colleagues from other regions and report to the account manager for outside Quebec clients. Our team is dedicated to providing expert tax services and delivering exceptional client experiences.

Requirements

To be successful in this role, you must have:

  • A college diploma or equivalent in a related field
  • Experience in individual, estate, and trust taxation
  • The ability to provide advice to stakeholders
  • The ability to quickly grasp complex problems and handle information from a variety of sources
  • Proficiency in Microsoft Office, particularly Excel
  • Proficiency with TAXPREP software (trusts and personal)
Benefits and Perks

In addition to a competitive salary, you will be eligible for a range of benefits and perks, including:

  • Health and wellness program options
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Virtual sleep clinic
Estimated Salary Range

The estimated salary range for this position is $60,000 - $80,000 per year, depending on experience and qualifications.



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