Tax Specialist

Our client, a leading financial institution, is seeking a Tax Specialist for a 6-month contract with strong potential for extension.

This is a hybrid role, requiring 3 days per week in office, with occasional additional on-site days as needed. This role supports high-value Estate, Trust, and terminal tax filings and offers exposure to specialized post-mortem tax planning.

Responsibilities

• Collect required information from clients and internal/external sources to prepare complex income tax returns.
• Prepare and file T1 personal, terminal returns, GREs, T3 Trust and Estate returns, including rights or things.
• Perform calculations, complete tax schedules, and organize documentation for complex filings.
• Identify post-mortem and tax planning opportunities and act as a technical resource to the Estate & Trust Advisory team.
• Review assessment notices and prepare adjustment requests, objections, and clearance certificate applications.
  

Must-Have Skills

• 3+ years of experience in an accounting or tax-related role.
• Strong experience with T1 preparation, including Terminal (Final) T1 returns.
• Hands-on experience with T3 Trust & Estate returns.
• Working knowledge of Graduated Rate Estates (GREs).
• Post-secondary degree in Accounting or related field.
• Proficiency with TaxPrep or similar tax preparation software.

Nice-to-Have Skills

• CPA designation or actively pursuing CPA.
• Experience in Estate & Trust tax planning and post-mortem strategies.