Intermediate Accountant (6+ months contract) to prepare and file complex Estate and Trust tax returns using tax preparation software 103325-1

Our financial services client is seeking a Intermediate Accountant (6+ months contract) to prepare and file complex Estate and Trust tax returns using tax preparation software

Join a trusted financial services team delivering high-quality tax compliance across Estates and Trusts with timely and accurate filings. This position supports daily accounting and tax operations including the preparation of T1, T1 Terminal (Final), and T3 Trust returns while acting as a technical resource for complex tax matters. The role offers exposure to high-volume and specialized estate taxation, including graduated rate estates and clearance certificate requests. Strong tax software proficiency and attention to accuracy are central to success.

Contract, Toronto, Hybrid, 3 days on site

6 months

81 Bay Street

Must Haves

• 3+ years in Accounting or tax-related roles with exposure to Estates and Trusts
• Knowledge of T1, T1 Terminal (Final), and T3 Trust preparation
• Experience handling Graduated Rate Estates (GREs) and complex estate taxation
• Proficiency with Taxprep software or equivalent professional tax platforms
• Post-secondary degree in accounting or equivalent

Nice to Have

• CPA designation or working towards certification

Responsibilities

• Prepare and file personal, estate, and trust income tax returns including complex schedules
• Obtain required client information and perform accurate tax calculations
• Review assessment notices and prepare adjustment, objection, and clearance requests
• Coordinate with internal trust staff, external professionals, and clients to resolve tax queries
• Act as a technical resource for estate and trust tax matters within the team
• Manage and support junior staff as required
• Participate in ad hoc tax or estate administration projects