Consultant, Tax Services

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

**Job Description**:
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

**Job Description**:
What You’ll Be Doing

Reporting to the Director, Tax Services, the Tax Consultant will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. The Tax Consultant fulfills a variety of income tax compliance, planning and administrative functions.

How You’ll Succeed
- Tax Acumen - Obtains information (from clients, internal and external sources) required to prepare and file income tax returns. Performs calculations, completes required schedules and organizes the information for complex returns. Accurately prepares personal, Estate and Trust income tax returns and schedules. Identifies post-mortem and other tax planning opportunities. Acts as a technical tax resource to the ETA Team. Reviews assessment notices and prepares adjustment requests, objection notices and Clearance Certificate requests for filing. Corresponds with the CRA to ensure any requests for information are provided.
- Collaboration - Liaises with CIBC Trust staff, outside tax professionals, and clients to ensure that: income tax filing requirements for more complex returns are met on a timely basis; taxation issues are explained and resolved; and, tax strategies are implemented effectively.
- Training - Train and oversee seasonal staff, develop/present tax training seminars for trust staff and identify tax planning opportunities for outsource including other tax returns.

Who You Are
- You have post-secondary education in accounting or equivalent work experience.
- You’re a certified professional. You have completed or are working towards Chartered Professional Accountant (CPA) and have completed STEP, CSI or Taxation Courses.
- You can demonstrate experience with T1, T3 trusts and estate returns and graduated rate estates.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

What CIBC Offers

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

- Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
- Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
- Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product trainin
- Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permitWhat you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-81 Bay, 11th Floor

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Business, Strategic Planning, Tax Compliance, Taxes, Tax Filings, Tax Preparation, Tax Services