Senior Tax Associate

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Senior Tax Associate

(Evergreen)

For future opportunities

How does the role impact the organization?

The Senior Tax Services Associate requires an organized, hardworking, team-oriented and computer proficient candidate. The individual must be able to manage and prioritize multiple tasks, manage file preparation from start to finish while meeting the department's tax deadlines. This role will require effective communication with internal staff, Financial Advisors and their end clients.

What will your role be responsible for?

• End-to-end completion of tax engagements through planning, data collection, computing taxes owed, preparing Canadian tax returns (and other compliance documents), preparing year-end tax forms and ensuring compliance with government standards while corresponding with Financial Advisors and clients to address their needs
• Advising clients of engagement status and seek clarification on discrepancies where applicable
• Set up files for new clients and maintain client database
• Correspond with various government agencies to address tax compliance issues
• Prepare correspondence, technical reports, client summaries and presentations outlining findings, facts and highlights resulting from tax engagements
• Develop and apply knowledge of the Canadian Income Tax Act and related legislation
• Develop a thorough understanding of Raymond James' services, businesses and industry
• Collaborate with internal teams to  outline roles and responsibilities, deadlines and provide guidance and training to seasonal staff during tax season
• Maintain high quality control by reviewing tax returns and other work done from other members of the team for accuracy and completeness
• Contribute to the development of new ideas and approaches to improve work processes
• Liaise and correspond professionally with clients, colleagues and the firm leadership team
• Attend internal and external courses to further develop industry and tax knowledge

What can you expect from us?

Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

What do we expect from you?

• Bilingualism proficiency is required (French and English)
• Knowledge of the Canadian Income Tax Act with respect to basic individual tax concepts;
• Strong professional communication skills, both verbal and written;
• Demonstrated ability in building and maintaining positive relationships with clients and colleagues;
• Meticulous attention to detail in all tasks and activities;
• Exceptional organizational skills to manage multiple responsibilities effectively;
• Proficient in time management, prioritizing tasks, and meeting deadlines;
• Customer-centric mindset with a focus on providing excellent client service;

Education and Experience:

• Bachelor's Degree in Commerce or Business Administration (Accounting and/or Finance major is preferred);
• Completion or near completion of Chartered Professional Account (CPA);
• 2 to 4 years of relevant work experience in public accounting or tax;
• Experience in the preparation of domestic tax compliance as well as research and documentation of tax issues;
• Proficient in Microsoft Office Suite (Word, Excel, Outlook and PowerPoint); and
• Experience working with a tax software such as Tax Prep and Profile is an asset.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.