Tax Specialist
26 minutes ago
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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