CLK 12R - Tax Services Clerk

The Team
The Public Guardian and Trustee (PGT) is here to help citizens who may be incapable, are under the age of 19 or who are deceased.

The Public Guardian and Trustee (PGT) has the mandate to:

• Protect the legal and financial interests of children under the age of 19 years
• Protect the legal, financial, personal and health care interests of adults who need help with decision-making
• Administer estates of deceased persons and missing persons

The PGT is a corporation sole which is a legal structure with one person responsible for overall service delivery instead of a board of directors. That person is called the Public Guardian and Trustee. The PGT is independent of government when making decisions on behalf of clients. We are an inclusive organization that seeks to provide culturally safe and respectful services to each client. We are committed to creating a meaningful workplace culture that pursues truth and reconciliation. We put clients first when making decisions and act with the highest ethical, legal and personal standards. We value collaboration with clients, colleagues and partners and believe in the importance of relationships to achieve positive outcomes for clients.

Client Financial Services (CFS) is a well-established team of 27 professionals within the Client Finance and Administrative Services division. We manage the daily financial operations for clients of the Public Guardian and Trustee, including payments, receipts, tax filings, and investment income. Our team safeguards over $1 billion in client assets and ensures compliance with financial standards at all levels. Collaborating closely with front-line staff, we’re committed to delivering high-quality services that protect and support the financial well-being of our clients.

The Role
This position is responsible for assisting with the coordination, preparation, processing, filing and recording of PGT clients’ tax returns and credits in a manner which is consistent with the PGT, provincial government, Canada Revenue Agency and international requirements and which ensures the maximum benefit to clients.

Qualifications:
Education and Experience Requirements

• Secondary school graduation or equivalent.
• Minimum 2 years experience:
  • in a financial and senior role.
  • in personal income tax preparation
• Experience in back office operations or securities firm or similar financial services organization, preference may be given to applicants with a minimum of 1 year.
• Experience working in an office setting, preference may be given to applicants with a minimum of 3 years.
• Experience working with strict financial requirements, demanding workload and shifting priorities.

Provisos:

• A smart device is required (smart phone or tablet) for limited work purposes to set up authenticator tokens.

For questions regarding this position, please contact JMatick@trustee.bc.ca.

About this Position:
There is currently one (1) temporary assignment available until May 4, 2026, with the possibility of becoming permanent.
Flexible work options are available; this position may be able to work up to 2 days at home per week as per the Telework Agreement.
An eligibility list may be established to fill future temporary and permanent vacancies.
Enhanced Security Screening will be required.
Employees of the BC Public Service must be located in BC at the time of employment.

Working for the BC Public Service:
The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.

We are committed to ensuring that reasonable accommodations are available throughout the hiring process, including the assessment and selection stages. Please email the individual or contact listed on the posting if you require an accommodation to fully participate in the hiring process.

The Indigenous Applicant Advisory Service is available to Canadian Indigenous (First Nations [status or non-status], Métis, or Inuit) applicants. Indigenous applicants can contact this service for personalized guidance on the BC Public Service hiring process including job applications and interviews.

How to Apply:
Your application must clearly demonstrate how you meet the job requirements listed above. Applicants who are selected to move forward in the hiring process may be assessed on their knowledge, skills, abilities, competencies and other position related requirements as outlined in the Job Profile at the bottom of the posting.

Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.
Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.
Questionnaire: YES - You will need to complete a standard questionnaire (current employment status, eligibility to apply, etc.).

Find more information on the recruitment process, including helpful tips and videos about the application process, visit the Your Job Application page of MyHR. Gain insights into the hiring journey by joining a Career Conversation. Applications will be accepted until 11:00 pm Pacific Time on the closing date of the competition. If you are experiencing technical difficulty applying, visit the Technical Assistance page of MyHR.