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
Soft Skills:
- Takes initiative *The manager wants to see someone who's prepared and has done their research for the interview.
- Strong attention to details
- Excellent computer skills and ability to work paperless
- Excellent tax research and analytical skills
- Ability to co-ordinate multiple activities simultaneously with time management components and influence the delivery of responses from various parties
- Well-developed communication skills sufficient to interact effectively with clients, professionals and small groups.
- Exceptional writing skills sufficient to prepare various communications containing detailed descriptions, explanations and specialized Estates & Trusts terminology
- Able to make decisions *Strong requirement
- Collaborative mindset
Advantages
building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Responsibilities
- The individual will be dealing with returns for clients that have passed away. There is no customer contact involved in this role.
- General tax prep experience is fine for this role
- Must be able to put a working paper file electronically
- There are seasoned individuals within the team that can assist with any questions the CW may have.
- Need to make sure the individual is prepared for the interview.
Qualifications
CPA - Nice to Have
Education in Accounting and Taxation
Real-estate Law education is Nice to have
Summary
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
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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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
Soft Skills:
- Takes initiative *The manager wants to see someone who's prepared and has done their research for the interview.
- Strong attention to details
- Excellent computer skills and ability to work paperless
- Excellent tax research and analytical skills
- Ability to co-ordinate multiple activities simultaneously with time management components and influence the delivery of responses from various parties
- Well-developed communication skills sufficient to interact effectively with clients, professionals and small groups.
- Exceptional writing skills sufficient to prepare various communications containing detailed descriptions, explanations and specialized Estates & Trusts terminology
- Able to make decisions *Strong requirement
- Collaborative mindset
Advantages
building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Responsibilities
- The individual will be dealing with returns for clients that have passed away. There is no customer contact involved in this role.
- General tax prep experience is fine for this role
- Must be able to put a working paper file electronically
- There are seasoned individuals within the team that can assist with any questions the CW may have.
- Need to make sure the individual is prepared for the interview.
Qualifications
CPA - Nice to Have
Education in Accounting and Taxation
Real-estate Law education is Nice to have
Summary
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
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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