Senior Tax Specialist

Our client, a leading financial institution, is seeking a Senior Tax Specialist for a 6-month contract, with the possibility of extension or conversion to full-time based on business needs and performance.

This is a hybrid role based downtown requiring 3 days per week in office. The successful candidate will support day-to-day Estate & Trust tax work, with peak overtime expected during March and April.

Responsibilities

Manage, mentor, and train junior staff supporting Estate & Trust tax services.

Prepare and review complex personal, estate, and trust tax filings, including T1, T1 Terminal (Final), T3 Trusts, and GRE returns.

Oversee timely and accurate completion of Estate & Trust tax compliance requirements.

Gather and analyze client information to prepare complex returns with minimal oversight.

Assign, review, and monitor tax filings to ensure compliance and optimize tax credits.

Liaise with internal tax teams, trust staff, clients, and external professionals to resolve tax matters and ensure timely filings.

o Conduct tax research to address issues, support planning opportunities, and provide technical guidance.

Review CRA assessments and prepare adjustments, objections, and Clearance Certificate requests.

Respond to CRA information requests and support audit-related inquiries.

Participate in special projects and take ownership of assigned tax initiatives.

Must-Have Skills

3-5+ years of experience in an accounting or tax-related role.

Strong hands-on experience preparing T1, T1 Terminal (Final), and T3 Trust & Estate returns.

Familiarity with Graduated Rate Estates (GREs) and related tax considerations.

Post-secondary degree in Accounting or equivalent discipline.

Experience using tax preparation software in a paperless environment.

Strong technical expertise and the ability to conduct tax research independently.

Demonstrated leadership skills including decision-making, workload management, and staff oversight.

Nice-to-Have Skills

CPA designation (completed or in progress).

STEP, CSI, or Taxation coursework or accreditation.