Tax Specialist

Job Description:

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

How You'll Succeed:

• Obtain 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
• Review 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.

• Maintain service standards for quality, responsiveness and timeliness.

• Liaise with Bank's 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.

• Participate in Special Projects as assigned.

• Ability to manage and train junior staff
• Review complex tax returns such as GRE's and terminal T1 returns, rights or things
• Ability to take ownership of assigned projects with limited supervision

What You'll Be Doing

Reporting to the Director, Tax Services, the Manager tax trust services will be responsible for managing new and junior staff, training sessions, prepare complex tax returns and oversee/review tax returns. Ensure effective and timely completion for complex Estate and Trust accounts and fulfills a variety of income tax compliance, planning and administrative functions.

Who You Are

• * 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. Well-developed communication skills sufficient to interact effectively with clients, professionals, and small groups. Ability to co-ordinate multiple activities simultaneously with time management components and influence the delivery of responses from various parties.
• * You're goal oriented. You are motivated by accomplishing your goals and delivering your best to make a difference. You have the ability to co-ordinate multiple activities simultaneously with time management components and influence the delivery of responses from various parties.
• * You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
• * You can demonstrate experience in helping managing workloads, taking full ownership, working independently, prepare and review tax returns T1, T1 terminal (final), T3 trusts and estate returns. Assistance with outsourcing tax returns/ identify tax planning opportunities. Familiarity with graduated rate estates including their benefits and exceptional writing skills sufficient to prepare various communications containing detailed descriptions, explanations, and specialized Estates & Trusts terminology. It's an asset if you have strong tax research and computer skills and ability to work paperless and Tax prep software.
• * You're a certified professional. CPA/CA You have current accreditation and good standing in STEP, CSI or Taxation Courses.
• * You have a degree/diploma in ­­­­­­­­­­­­­­­­­­Accounting.
• * Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

Must Have Requirement:

• 3-5+ years of experience in an Accounting or tax related role.
• Familiar with graduated rate estates
• Post-secondary degree in accounting or equivalent
• Experience with preparation of T1
• Experience with preparation of T1 terminal (final)
• Experience with preparation of T3 trusts and estate returns
• Tax prep software experience
• Ability to conduct research and technical expertise -Leadership skills and strong decision-making

Nice to Have:

• CPA preferred or working towards.