Estate Taxation Specialist

1 week ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time

Located in Canada, National Bank Trust/Natcan Trust Company is a leading financial institution that offers a wide range of services to its clients.

Salary Information

The estimated annual salary for this role is between $60,000 and $80,000, depending on experience.

About the Role

We are currently seeking an Estate Taxation Specialist to join our team at National Bank Trust/Natcan Trust Company. As an Estate Taxation Specialist, you will be responsible for searching for, obtaining, and analyzing tax slips to produce T3 and TP646 annual tax returns for estate files.

You will also monitor 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.

In addition, you will make accounting entries, produce and cash cheques, send returns, and monitor their processing by communicating with government tax authorities.

You will perform reconciliations (financial statements or distributions) for estate files and incapacity files (tutorship, curatorship, and protection mandate).

You will support and take charge of certain estate settlement files (end-to-end process for files, i.e., obtaining assets, inventory of assets, taxes at death, and distribution).

You will also support the production of T1 tax returns for individual clients (incapacity files managed by NBT).

Furthermore, you will take charge of various initiatives and projects within the sector related to your area of expertise.

This is a fantastic opportunity to work with a talented team dedicated to the administration of estates and trusts.

Requirements

To be successful in this role, you will require:

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

You will also need to possess strong communication and interpersonal skills, as well as a commitment to delivering exceptional results.

Benefits

As an employee of National Bank Trust/Natcan Trust Company, you can expect a comprehensive benefits package that includes:

  • A health and wellness program, including many options
  • An Employee Share Ownership Plan
  • An Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • A virtual sleep clinic

We are committed to fostering an inclusive and diverse environment where each person's unique qualities are celebrated and valued.



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