Tax Specialist - Experience with preparation of T3 trusts and estate returns

Position Title: Tax Specialist

Target Start Date: ASAP

Duration: 6 months

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

Subject to change according to business needs and performance.

Office Location: 81 Bay 11th Floor.

Work Schedule (hours per week, start time): 37.5 Hours/week, 9-5 Monday to Friday.

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.

• 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