Tax Analyst – Private Trust – Bilingual
| Company | TD Bank |
|---|---|
| Location | Vancouver, BC, Canada |
| Salary | $52700 – $74400 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Undergraduate degree in accounting, business or equivalent.
- Enrollment CPA Professional Education Program (CPA PEP) and working towards (CPA) designation.
- Recent experience in a professional tax services environment (i.e., tax services company, trust company or public accounting firm) preparing trust (T3) and personal (T1) income tax returns.
- Proficient with CCH TaxPrep software, Caseware and CRA Represent a Client system.
- Strong computer skills, experience with MS Office and Adobe Professional.
- Effective time management, organizational, and communication skills (oral and written).
- Fluency in English and French, required.
Responsibilities
- Preparing T1 and T3 income tax returns in a timely and accurate manner, as assigned.
- Collating (electronic and paper) all personal, trust and corporate tax returns by the filing deadlines, including arranging for delivery to government authorities and clients via TD eSign.
- Applying for Canada Revenue Agency (CRA) access and new Trust (T3) account numbers online.
- Reviewing tax notices of assessment for changes and filing in the client folder.
- Ensuring all tax correspondence for assigned clients is actioned or escalated to a CPA, as appropriate.
- Scanning in hard copy documents and filing for tax files throughout the year, including busy season.
- Preparing tax disbursements requests to ensure accurate and paid on time.
- Ensuring the personal tax instalment list is reviewed quarterly and amounts are accurate.
- Preparing forms to arrange for the deposit of cheques into designated accounts.
- Contacting client or internal partner for missing information required.
- Staying abreast of tax developments (CCH updates, LMS modules)
- Maintaining a good working relationship with all internal partners and clients for assigned files.
- Performing other duties and special projects as assigned.
- Performing tax administrative duties in the absence of the tax administrator (processing tax fees, payments, monitoring generic inbox)
Preferred Qualifications
-
No preferred qualifications provided.