Intermediate Tax Specialist to tax returns complex Estate and Trust accounts

Request :

-1

Start/End Dates:

-02-23
- -08-22

Duration: 6 months

Work Location (Tax): 81 Bay 11th Floor

Remote/Hybrid:
Hybrid. 3 days per week in office to start.

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.

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 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

- Strong attention to details

- Ability to make decisions

- 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

- Collaborative mindset