Tax Specialist

2 days ago

Toronto, Ontario, Canada Alliance Search Partners Full time

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 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.


• 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

Must Have Requirement:

  • 3+ 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

Nice to Have:

  • CPA preferred or working towards

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