Tax Specialist

Our client, a Top 5 Bank in Canada is looking to hire a Tax Specialist to their team for an initial 12 month contract. This role is currently hybrid in Toronto.

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.

Responsibilities :

• 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 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 :

If you have the skills required to be successful in this role and you would like to learn more, please send your updated resume in MS Word format to [email protected].