Manager Tax CIBC Trust

6 months ago


Toronto, Canada CIBC Full time

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. 

À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font. 

Pour en savoir plus sur la Banque CIBC, visitez le site .

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 tax returns for complex Estate and Trust accounts. and fulfills a variety of income tax compliance, planning and administrative functions.

How You’ll Succeed

Client engagement Understanding the business structure and associated risks. Gather relevant information for complex return preparation. Compliance identification, assign and review in timely manner Performs calculations, completes required schedules, and organizes the information for complex returns without additional oversight. Relationship building- Liaise with Tax team, 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. Subject Matter Expertise - Technical expertise in estate and trust taxation. Accurately reviews, personal, Estate and trust income tax returns and schedules. Identify post-mortem and other tax planning opportunities. Act as a technical tax resource to the Executive Trust Associate Team and tax team personnel. Review assessment notices and prepares adjustment, objection notices and Clearance Certificate requests for filing. Corresponds with the CRA to ensure any requests for information are provided. Review complex tax returns such as GRE’s and terminal T1 returns, rights or things. Leadership capabilities- Participate in Special Projects as assigned. Ability to manage and train junior staff. Ability to take ownership of assigned projects with limited supervision.

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 teams of T1, T1 terminal (final), T3 trusts and estate returns. Assistance with outsourcing tax returns/ identify tax planning opportunities. Familiarity with graduated rate estates 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.

Ce que vous devez savoir

La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .

Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.

Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d’autres tests de compétences (comme la simulation, la programmation, la maîtrise du français, MS Office). Notre objectif pour le processus de demande est d’en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l’occasion d’en apprendre davantage sur nous.

Lieu de travail

Toronto-81 Bay, 11th Floor

Type d’emploi

Permanent

Heures de travail hebdomadaires

37.5

Conseiller en recrutement principal

Dara Larocque

Compétences

Améliorations du processus, Axé sur les détails, Communication, Efficacité d'entreprises, Gestion de la relation clientèle, Gestion de relations, Pensée analytique, Travail d'équipe

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