Associate, Tax Preparation Services

Tax Specialist, Tax Preparation Services – 2 Month Contract

How does the role impact the organization?

This role is primarily responsible for the review of Personal (T1) and/or Trust (T3) tax returns of Raymond James clients. We are currently seeking seasonal Tax Specialists to provide support during periods of high volume for a duration of 1–2 months in March and April.

• Reviewing personal tax returns for Raymond James investment clients in a timely and accurate manner
• Reviewing information gathered from clients, CRA online portal and internal reports
• Reviewing electronic working paper files of all tax documentation used to support the tax return, prior to filing
• Providing review notes to tax return preparers and ensuring outstanding issues are resolved prior to filing
• Corresponding with clients or Financial Advisors/Agents to discuss outstanding information
• Handling and responding to email enquiries related to tax returns

• Minimum 3 years of public accounting firm experience, with at least 2 years working in Canadian taxation
• Canadian CPA designation
• Experience in reviewing Canadian Personal (T1) tax returns and Canadian Trust (T3) tax returns
• Proficiency with CCH Tax Prep, CRA online portal, MS Office and Adobe Acrobat
• Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and meticulous attention to detail
• Demonstrated email, videoconferencing and telephone etiquette and relationship‑management skills

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range: $22–25 per hour

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients and communities thrive; it is part of our people-first culture. The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.

To request accommodations, candidates should contact Human Resources via email at .

We may use automated or AI-enabled tools to support parts of our recruitment and screening process. These tools help us review applications efficiently, but they do not replace human decision‑making.

Operations

CA-BC-Vancouver-Vancouver

Operations

Part‑time

Temporary Part‑Time