Estate Tax Specialist
2 weeks ago
About CI Financial
CI Financial is a global leader in wealth management and asset management advisory services. Our commitment to providing high-quality investments and advice drives our mission.
Job Summary
We are seeking an experienced Estate Tax Specialist to join our Tax Operations team. As an integral part of our team, you will play a crucial role in the preparation of client estate tax slips under Canadian income tax laws.
Main Responsibilities
- Prepare, review, research, and analyze estate tax files/slips for accuracy and completeness.
- Perform data validation by checking tax reports against estate settlement documents and client account/activity information in our internal system.
- Monthly reconciliation and review of estate accounts and settlements.
- Work closely with the Tax team to ensure complete and accurate tax slips are distributed to clients and remitted to CRA/MRQ.
- Evaluate all findings or discrepancies in client data files and escalate them in a timely manner.
- Collaborate with the estates team and other business units to review, document, and enhance estate tax processes.
- Support the Tax team during peak periods of tax season with tasks such as tax package mail outs, slip amendment process, and answering client tax inquiries.
- Complete various ad-hoc duties & projects within the Tax department.
Requirements
- Minimum 2 years of experience in tax function and/or estate reporting.
- Familiarity with various estate tax slips and forms (T4RIF, T4RSP, T4A, NR4, RC249).
- Intermediate/Advanced knowledge of Microsoft Office products, primarily Excel.
- Strong analysis and reconciliation skills.
- Knowledge of the broker-dealer industry is an asset.
- Knowledge of non-registered CRA, FATCA, CRS, and QI tax regimes is an asset.
Benefits
- Flexible & Hybrid Work Program.
- Training Reimbursement.
- Corporate Discount Program.
About Us
We strive to build a diverse and inclusive workforce. We provide fair and accessible employment practices and reasonable accommodations for persons with disabilities. If you require accommodations, please contact us at accessible.
-
Tax Estate Specialist
1 week ago
Toronto, Ontario, Canada CI Financial Full timeWe are seeking a highly skilled Tax Estate Specialist to join our Tax Operations team at CI Financial. This role involves preparing and reviewing estate tax files/slips for accuracy and completeness, ensuring complete and accurate tax slips are distributed to clients and remitted to CRA/MRQ.About the RoleAs a Tax Estate Specialist, you will play an integral...
-
Estate Tax Specialist
1 week ago
Toronto, Ontario, Canada CI Financial Full timeUnlock Your Potential as an Estate Tax SpecialistWe are seeking a highly skilled Estate Tax Specialist to join our Tax Operations team at CI Financial, a leading global wealth management and asset management advisory services company. As an Estate Tax Specialist, you will play a vital role in the preparation of client estate tax slips under Canadian income...
-
Tax Return Specialist
1 day ago
Toronto, Ontario, Canada SAUGA TAX Full timeAt SAUGA TAX, we are seeking a skilled Tax Return Specialist to join our team. This is a unique opportunity to work in a fast-paced environment where attention to detail and organizational skills are essential.OverviewAs a Tax Return Specialist, you will be responsible for preparing income tax returns accurately and efficiently. You will work closely with...
-
Estate Planning Specialist
1 month ago
Toronto, Ontario, Canada James Wallace Full timeWe are seeking a skilled Estate Planning Specialist to join our team at James Wallace. The successful candidate will engage with our retained counsel around the world to provide ongoing support for domestic and international trust structuring, general estate and income/tax planning, and other global structuring and business activities.Responsibilities will...
-
Senior Real Estate Tax Specialist
4 weeks ago
Toronto, Ontario, Canada CliftonLarsonAllen Full timeAbout CLACLA is a leading national professional services firm dedicated to creating opportunities for our clients, people, and communities. We strive to know and help our clients every day through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.Our CultureWe foster a culture that invites diverse beliefs and...
-
Strategic Tax and Estate Planning Lead
3 days ago
Toronto, Ontario, Canada Mackenzie Investments Full timePosition OverviewMackenzie Investments is seeking a highly skilled Strategic Tax and Estate Planning Lead to join our team in Toronto.About the RoleThis is an exciting opportunity to leverage your expertise in tax and estate planning to support financial advisors and planners at Mackenzie Investments. As a key member of our Tax and Estate Planning team, you...
-
Chief Tax and Estate Planning Strategist
2 weeks ago
Toronto, Ontario, Canada Mackenzie Investments Full timeAbout Mackenzie InvestmentsMackenzie Investments is one of Canada's leading diversified wealth and asset management companies with approximately $252 billion in total assets under management. Our company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.Job...
-
Tax Professional
2 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAbout the RoleWe are seeking an experienced Tax Professional to join our team as an Estate Planning Expert. In this role, you will be responsible for preparing and reviewing estate tax files/slips for accuracy and completeness.Key ResponsibilitiesPrepare, review, research, and analyze estate tax files/slips under Canadian income tax laws.Perform data...
-
Estate Administration Specialist
4 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeOverviewFidelity Investments, a leading provider of investment solutions, is seeking an Estate Administration Specialist to join our team.About the RoleThis role is primarily responsible for ensuring the timely and accurate administration of estate cases in a compliant manner. The successful candidate will be managing estate documentations, updating client...
-
Tax Professional
4 weeks ago
Toronto, Ontario, Canada KPMG-Canada Full timeOvercoming Challenges in Real EstateKPMG Canada is a leading provider of audit, tax and advisory services. As a Tax Manager in our Real Estate practice, you will have the opportunity to work with a diverse range of clients including real estate developers, pension fund managers and REITs.Our team provides tax compliance and advisory services to clients...
-
Financial Expert
4 weeks ago
Toronto, Ontario, Canada SOFTRON TAX Full timeSOFTRON TAX is seeking a skilled Financial Expert to join our team as a Tax Specialist.About the JobWe are looking for a highly motivated and organized individual who can provide exceptional customer service and support in preparing financial information, income tax returns, and ensuring professionalism in all interactions.Key ResponsibilitiesPrepare...
-
Real Estate Tax Manager Position
1 month ago
Toronto, Ontario, Canada KPMG-Canada Full timeOverviewKPMG-Canada is looking for a motivated and experienced tax professional to join our dynamic US Real Estate Tax practice in Toronto. As an integral member of our team, you will work closely with our Partners to provide US tax compliance services and advisory services for clients in the real estate industry. You will have the opportunity to gain...
-
Estate Administration Specialist
4 weeks ago
Toronto, Ontario, Canada Fidelity Investments Full timeFidelity Investments, a leading provider of financial services, is seeking an Estate Administration Specialist to join our team in Canada.We are proud to offer a competitive salary of $73,000 per year, based on industry standards and the level of expertise required for this role.About the Role:This is a unique opportunity to work with us as an Estate...
-
Tax Professional for Real Estate Practice
4 weeks ago
Toronto, Ontario, Canada KPMG-Canada Full timeCompany OverviewKPMG in Canada is a leading professional services firm that serves clients across various industries, including real estate. With an active presence in the Canadian market, our team of experts provides a wide range of services to public, entrepreneurial, institutional, and international clients.SalaryThe estimated annual salary for this...
-
Estate Planning Specialist
4 weeks ago
Toronto, Ontario, Canada James Wallace Full timeJames Wallace is seeking a highly skilled Estate Planning Specialist to support its ongoing activities in domestic and international trust structuring, general estate planning, income/tax planning, and global business structuring.The ideal candidate will have the ability to engage with our retained counsel around the world and provide strategic guidance on...
-
Real Estate Tax Manager with US Experience
4 weeks ago
Toronto, Ontario, Canada KPMG-Canada Full timeUS Real Estate Tax Role at KPMG CanadaWe are seeking a motivated tax professional to join our dynamic and thriving US Real Estate Tax practice in Toronto. As an integral member of our team, you will work closely with Partners to provide US tax compliance services and advisory services to clients.About the RoleLead real estate client engagements, advise on...
-
Tax Professional
4 weeks ago
Toronto, Ontario, Canada CliftonLarsonAllen Full timeWe are a leading professional services firm dedicated to creating opportunities for our clients, people, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.Our purpose is built around delivering exceptional client service, fostering a culture of innovation, and investing in the growth and...
-
Senior Tax Advisor
1 month ago
Toronto, Ontario, Canada CliftonLarsonAllen Full timeCompany OverviewCLA is a top 10 national professional services firm that empowers its clients, people, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Our purpose is to create opportunities every day for our stakeholders.We prioritize building a culture that values diverse beliefs and...
-
High Net Worth Tax Planning Specialist
4 weeks ago
Toronto, Ontario, Canada KPMG-Canada Full timeJob OverviewKPMG Canada is seeking an experienced High Net Worth Tax Planning Specialist to join their Cross Border Tax practice in the Family Office. This role will involve working with high net worth individuals and their families on complex US and Canadian tax compliance and advisory issues.About the RoleThis senior-level position will lead engagements...
-
Tax Professional
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeCompany Overview:We are CI Financial, a leading financial services company dedicated to providing exceptional investment solutions and innovative products.About the Role:The successful candidate will play a crucial role in our Client Reporting Tax team, ensuring accurate and timely delivery of estate tax slips. This position involves managing and generating...