Tax Analyst, Estates & Trust

Our client is a leading Canadian Bank. 

Location: Vancouver, BC

01/15/2018 to 04/30/2018

Rate: $18.50+/hr depends on experience

Hours: 8:30-5:00 (Note: Overtime may be required) Flexibility to work up to 60 hours during Tax Season. 1 weekend shift may be required but not a late shift just during the day.

Working in a team of 26 relationship managers, CA and Tax Clerks and Analyst.

Department Overview:

The department provides the highest level of tailored advice and integrated wealth management solutions. Our goal is to help our clients and their families develop integrated, comprehensive and customized financial solutions. At all times, our exceptional team of banking, estate planning, trust and investment professionals work together with our wealth partners to help our clients create wealth, preserve and protect it, and pass it on to the generations that follow.

Tax Services provides tax return preparation and planning for estates and trusts; high net worth individuals and their families. Tax Services also provides bookkeeping and corporate tax services for clients with investment holding companies.

Job Description:

Reporting to the Regional Tax Manager, with operational oversight by a Senior Tax Consultant, the Analyst is primarily responsible for the preparation of Personal (T1), Trust (T3) and Terminal/Estate (T1D/T3F) returns; for a section of accounts administered by a Senior Tax Consultant. The position also entails assisting the Senior Tax Consultant in the relationship management of the assigned client files.

Key accountabilities include:

• Preparation and filing of basic to complex personal, terminal (i.e. date of death), trust/estate for assigned clients in a timely and accurate manner.
• Handling and responding to tax correspondence for assigned clients.
Performing other duties and special projects as assigned, including filing.
• Contact client or internal partner for missing information required for return preparation.
• Staying abreast of tax developments.

Specific Educational Requirements/Accreditations:

• Accounting Designation (CPA, CA, CMA, CGA), preferred.
• Trust & Estate Practitioner Designation (TEP), an asset.
• Experience with CCH TaxPrep, CRA Represent a Client and MS Office.

Other Qualifications/Skills/Experience:

• Minimum two years, recent experience in a professional tax services environment (i.e. tax services company, trust company or public accounting firm) preparing inter-vivos/testamentary trust (T3), and personal (T1) income tax returns for HNW individuals and deceased taxpayers (T1D);
• Effective time management, organizational, and communication skills.
• Fluency in French, an asset.

How to Apply: 

Please send resume to resume@gc-employment.com with the subject line "Tax Analyst, Estates & Trust"