Estate and Trust Tax Professional

6 days ago


London, Ontario, Canada IFG International Financial Group Ltd Full time
Job Description

The successful candidate will be responsible for preparing and filing income tax returns for complex estate and trust accounts. Key responsibilities include:

  • Obtaining required information from clients and external sources
  • Preparing personal, estate, and trust income tax returns and schedules
  • Identifying post-mortem and other tax planning opportunities

The Tax Specialist will also review assessment notices, prepare adjustment requests, and correspond with the CRA as needed. Excellent communication and technical skills are essential for this role.



  • London, Ontario, Canada talendo AG Full time

    About UsDeloitte is a global network of professionals dedicated to making a difference. Our services include Audit & Assurance, Tax & Legal, Strategy, Risk & Transactions Advisory, and Technology & Transformation. With a presence in over 150 countries, we serve companies and organizations of all sizes and industries.Job TitleConsultant M&A Tax / Real Estate...


  • London, Ontario, Canada The Verriez Group Inc Full time

    Job DescriptionTax Management and Compliance:Prepare practical and effective approaches to the client's tax situation.Prepare letters of direction, research tax issues, and prioritize tax-related responsibilities.Deliver a full range of tax services, including Notice to Reader files and related personal, trust, and corporate tax returns.Client...


  • London, Ontario, Canada Foresters Financial Services, Inc. Full time

    Key Responsibilities- Provides case-specific consulting and advisory support to Advisors and Wholesalers on tax, product, conceptual, legal and accounting issues in complex estate, tax and business planning situations.- Develops a knowledge base of technical reference materials, educational and sales presentations, webinars and associated documentation to...


  • London, Ontario, Canada ZSA Legal Recruitment Full time

    Our client, a renowned law firm specializing in estate planning for high-net-worth individuals and families, is seeking an experienced Estate Planning Specialist to join their team. This exciting opportunity will provide the successful candidate with exposure to complex and varied files, working alongside a collaborative and dynamic team of professionals.The...

  • Tax Manager

    9 hours ago


    London, Ontario, Canada The Verriez Group Inc Full time

    Get AI-powered advice on this job and more exclusive features.Retained Executive Search specializing in C-Suite and Senior Financial Officers rolesThis is a role for one of our mid-size Public Accounting Firm clients:The Tax Manager will manage multiple operations of our tax practice to deliver quality tax services that will support and secure our client's...


  • London, Ontario, Canada C & V Income Tax Services Full time

    Job Description">The E-File Tax Professional will be responsible for transmitting tax returns to Canada Revenue Agency, identifying and correcting E-file errors, and working with the Finance Associate to prepare client invoices through QuickBooks online.">Key Skills">">">Working Conditions">This is a full-time position requiring a 4-month commitment from...

  • Senior Tax Strategist

    10 hours ago


    London, Ontario, Canada Foresters Financial Services, Inc. Full time

    About the RoleThe Senior Tax Strategist will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations. This role is national in scope and the incumbent will have the opportunity to build a national advisory practice supporting key Advisors, Wholesalers and...


  • London, Ontario, Canada 77 Consultants Full time

    About This RoleWe are seeking a highly skilled and experienced Senior Tax Manager to join our team at 77 Consultants. As a senior member of our tax department, you will be responsible for delivering exceptional client service and leading complex tax projects. Your expertise will be invaluable in helping us shape our tax strategy and achieve our...


  • London, Ontario, Canada Ignite Talent Solutions Full time

    Ignite Talent Solutions is committed to delivering exceptional legal services to our clients. We're seeking a highly experienced Senior Estates Planning and Administration Lawyer with at least 7+ years of experience to join our team in downtown Toronto.About the Job DescriptionYour new role will involve providing expert legal advice on wills, trusts,...

  • Senior Tax Manager

    7 days ago


    London, Ontario, Canada 77 Consultants Full time

    Job DescriptionAs a Senior Tax Manager at 77 Consultants, you will play a pivotal role in shaping the firm's tax strategy and delivering exceptional client service. Your primary responsibilities will include developing and implementing tailored tax planning strategies for various clients, preparing written reports on tax compliance and consulting, and...

  • Tax Accountant

    2 weeks ago


    London, Ontario, Canada IFG International Financial Group Ltd Full time

    Pay Rate: $33Location: Toronto ONJob Type: ContractOur client, a top banking client in Canada, is looking to hire a Tax Accountant for their team with a contract until July 2025, which is renewable. This role is fully on-site for their Toronto office.Typical Day:1. Champions a customer focused culture to deepen client relationships and leverage broader Bank...


  • London, Ontario, Canada Harrison Pensa LLP Full time

    Harrison Pensa is currently recruiting for a permanent, full-time Legal Assistant and Drafting Clerk to join our Wills & Estates Department. We are currently seeking a candidate who is ambitious and committed to supporting a fast-paced practice area. Wills and Estates handles matters involving families, trustees, executors and their financial and tax...


  • London, Ontario, Canada Vertical Real Estate Services Full time

    About UsCompany OverviewWe are Vertical Real Estate Services, a leading provider of specialized financial solutions for the real estate sector. Our team of experts has extensive knowledge and experience in commercial property financing, allowing us to deliver tailored services that meet our clients' unique needs.At Vertical Real Estate Services, we pride...


  • London, Ontario, Canada Alvarez & Marsal Deutschland GmbH Full time

    Are you a strategic thinker with a passion for solving complex international tax issues? Do you have extensive experience in international tax planning and a proven track record of providing expert advice to clients?About the RoleWe are seeking an experienced Tax Leader - Cross Border Mergers to join our Global Transaction Tax team in Toronto. As a member of...


  • London, Ontario, Canada ENGINEERINGUK Full time

    About UsENGINEERINGUK is a leading national accounting, tax, and business advisory firm in Canada. We provide business strategies and solutions to our clients, empowering them to thrive in a complex and dynamic regulatory framework.As a trusted advisor, you will design solutions for clients that meet compliance and reporting requirements, minimize risk,...


  • London, Ontario, Canada RPMGlobal Full time

    Who we areYou know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Doane Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store. What we're trying to say is that we're a large and growing professional services firm that still feels like a community. We...

  • Senior Tax Manager

    4 weeks ago


    London, Ontario, Canada 77 Consultants Full time

    Principal Duties and Responsibilities:1. Assist in the development and implementation of tax planning strategies tailored for various clients.2. Prepare written reports as needed for assignments pertaining to tax compliance, consulting, objections, or appeals.3. Contribute to tax mergers and acquisitions assignments, including conducting due diligence,...


  • London, Ontario, Canada 77 Consultants Full time

    We are currently seeking a skilled Senior Tax Professional to join our dynamic team at 77 Consultants. This is a fantastic opportunity to work with a talented group of professionals who share your passion for providing exceptional tax advisory services.As a Senior Tax Professional, you will play a critical role in assisting in the development and...


  • London, Ontario, Canada Baker Tilly Canada Cooperative Full time

    Our Firm:">Baker Tilly Canada Cooperative is a leading provider of accounting and business advisory services. Our team of experts is committed to helping businesses succeed by providing expert advice on tax, audit, and financial planning.">Job Role:">We are seeking an experienced Staff Accountant to join our team in Walkerton, Ontario. As a key member of our...


  • London, Ontario, Canada talendo AG Full time

    Key ResponsibilitiesAs a Consultant M&A Tax / Real Estate Tax, your key responsibilities will include:Providing tax advice to clients on complex transactions and projectsWorking closely with cross-functional teams to deliver integrated solutionsDeveloping and implementing tax strategies to minimize risk and maximize valueAbout DeloitteDeloitte is a global...