JOB DESCRIPTION:

Reporting to the Senior Tax Manager (people manager), with operational oversight by a Tax Manager (client relationship manager), the Senior Tax Analyst is primarily responsible for the preparation of complex T1 (Personal), T2 (Corporate), T1D (Terminal) and T3 (Estate & Trust) returns. The position also entails assisting the Tax Manager in the relationship management of the assigned client files, including detail reviewing returns prepared by Tax Analysts, as requested.

SPECIFIC ACCOUNTABILITIES INCLUDE:

• Preparing complex personal, terminal (i.e., date of death), trust/estate, special tax elections and corporate income tax returns for assigned clients in a timely and accurate manner, including correspondence and fee invoices associated with the client file.
• Performing the detailed review of non-complex personal (T1) and trust (T3) tax returns, during busy season, prepared by tax season contractors.
• Setting up new client tax prep, saving all working papers online in the client database.
• Reviewing client’s tax history and prior years returns prepared externally for errors and omissions.
• Analyzing Canada Revenue Agency (CRA) online history for all new tax clients and following up with tax manager on any outstanding tax returns.
• Updating various tax return control lists and fee calculation sheets, in accordance with internal policies and procedures.
• Actioning CRA queries by preparing memos in response and submitting supporting documents.
• Responding to CRA pre and post assessment reviews in a timely manner.
• Calculating tax reserves, reviewing quarterly instalments, arranging for client tax payments ensuring all taxes paid are accurate and on time.
• Requesting tax clearance certificates for estates, trusts, corporations, and GST accounts.
• Assisting Tax Manager with relationship management of assigned client files and/or special projects.
• Contacting client or internal partner for missing information required.
• Staying abreast of tax developments and tax planning on assigned files.
• Maintaining a good working relationship with all internal partners and clients for assigned files.
• Executing administrative duties in the absence of the Tax Analyst.

EDUCATION/ACCREDITATIONS:

• Accounting designation (CPA, CA, CMA, CGA).
• Enrollment in STEP and working towards completing (TEP) designation.
• CICA In-Depth Course, an asset.

Other Qualifications/Skills/Experience:

• FRENCH & ENGLISH FLUENCY REQUIRED : Candidate must be fully proficient in speaking and writing in French and English in a professional setting.
• 3+ years of recent experience in a professional tax services environment (i.e., tax services company, trust company or public accounting firm) preparing and reviewing trust (T3) and personal (T1) income tax returns.
• Experience in tax accounting and preparing corporate (T2) income tax returns for investment holding companies, terminal, and estate tax returns, would be an asset.
• 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).

WHO WE ARE:

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Colleagues will split their work week between our TD Tower, Pacific Centre office location in Vancouver (4 days onsite) and home office based on one (1) pre-scheduled day during a standard 37.5-hour work week. In addition, this role requires excess hours, during the very fast paced Trust and Personal Tax Filing Season in March and April.