Trust Officer jobs at Td Bank in Canada, Vancouver

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.

Hybrid Scheduled Role:

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.

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.

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).

TD Total Rewards:

• Base Salary + Employee Incentive Plan (performance bonus).

• Special Project Pay (SPP) for hours worked in excess of 37.5 hours/week, at 1.5x hourly effective rate, during the pre-defined busy season for the PT tax business. The pre-defined busy season period is reviewed annually and communicated to all qualifying tax employees prior tocommencement.

• Benefits coverage (dental, medical, vision, mental health, registered massage therapy, life insurance).

• TD Pension Plan.

• TD Stock Employee Ownership Plan.

• TD Employee Future Builder; a voluntary savings plan.

• Employee product discounts (employee rates on mortgages, personal loans, credit cards, insurance, fitness and no-fee banking)

• Training and development, including fully funded CPA and TEPMembership/Accreditationrenewals, along with applicable courses to obtain and retain both designations.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

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.

Hybrid Scheduled Role:

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.

Specific accountabilities include:

• Preparing complex personal, terminal (i.e., date of death), trust/estate, special tax elections and corporate income tax returns (i.e., T2, T4, T5, GST) 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.

Qualifications/Skills/Experience:

• 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).

TD Total Rewards:

• Base Salary + Employee Incentive Plan (performance bonus).

• Special Project Pay (SPP) for hours worked in excess of 37.5 hours/week, at 1.5x hourly effective rate, during the pre-defined busy season for the PT tax business. The pre-defined busy season period is reviewed annually and communicated to all qualifying tax employees prior tocommencement.

• Benefits coverage (dental, medical, vision, mental health, registered massage therapy, life insurance).

• TD Pension Plan.

• TD Stock Employee Ownership Plan.

• TD Employee Future Builder; a voluntary savings plan.

• Employee product discounts (employee rates on mortgages, personal loans, credit cards, insurance, fitness and no-fee banking)

• Training and development, including fully funded CPAMembership/Accreditationrenewals, along with applicable STEP courses to obtain TEP designation.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

DepartmentOverview:

Job Description:

Reporting to the National Leader, Tax Services, the Tax Manager is responsible for the ongoing tax relationship management of an assigned group of corporate, personal, trust and estate tax clients, which includes ensuring that the tax returns are filed in an effective and timely manner.

The Tax Manager works closely with advisors and their clients, to identify appropriate tax planning opportunities, along with supporting external advisors throughout the implementation process carried out. The Tax Manager provides day-to-day direction and oversight to full-time analyst staff (CPAs and CPA Students).

Hybrid Scheduled Role:

Tax Managers split their work week between our TD Tower, Pacific Centre office location in Vancouver(4 days a week)and home office based on pre-scheduled days during astandard 37.5-hourwork week. In addition, this role requires significant excess hours, during the very fast paced Trust and Personal Tax Filing Season (March & April). We offer a flexible work environment outside of tax season.

Specific accountabilities include:

• Detailed review of date of death, estate, trust, personal income tax returns for assigned clients in a timely and accurate manner.

• Preparation or review of investment holding company returns, including the accounting and GIFI Financial Statements.

• Preparation of complex tax returns, as required, for senior tax management team.

• Client relationship management of assigned client files.

• Obtaining CRA Online access for private business interests held in Private Trust fiduciary accounts and performing duties as a delegated authority (Level 3) and/or signing officer of corporation.

• Operational oversight of a Senior Tax Analyst (CPA) and Analyst (CPA Student), as assigned.

• Providing second-level review of returns prepared by Analysts.

• Managing the risks associated with private businesses held in estates and trusts.

• Analyzing estate/trust-held private business financial results, including recommending and/or implementing any annual shareholder tax planning required.

• Handling the day-to-day tax administration and management of private businesses and holding companies in accordance with policies and procedures.

• Attend shareholders and directors' meetings.

• Reviewing corporate minutes, dividend payment analysis and providing recommendations.

• Analyzing pros and cons of winding company up compared to distributing shares or property to beneficiaries, including understanding of pipeline and hybrid scenarios.

• Assisting and liaising with external tax and legal advisors, with corporate tax planning, reorganizations, amalgamations, and wind-ups.

• Identifying need for business valuations and reviewing valuations prepared by external firms.

• Reviewing tax assessments and reassessments and making appeal/non-appeal recommendations to Senior Tax Manager.

• Preparing or reviewing tax risk analysis on estate distributions for sign off by Senior Tax Manager.

• Staying abreast of tax developments and conducting initial research on client tax matters.

• Maintaining a good working relationship with our TD Wealth partners for assigned client files.

Education/Accreditations:

• Accounting designation (CPA, CA, CMA, CGA).

• Enrollment in or completion of Trust & Estate Practitioner Designation (TEP).

• CICA In-Depth Course (Part 1, 2 & 3)

Qualifications/Skills/Experience:

• 5+ years as a professional accountant.

• Recent experience, in a relationship management role in a medium to large sized accounting firm or Trust Company.

• Experience reviewing personal, trust, estate, and investment holding company tax returns.

• Thorough understanding of personal and trust tax compliance requirements.

• Knowledge of personal and trust tax law.

• Excellent client management skills.

• Effective time management, organizational, and communication skills.

• A general understanding of cross-border US income and estate tax matters.

• Fluency in English and French, preferred.

TD Total Rewards:

• Base Salary + Employee Incentive Plan (performance bonus).

• Special Project Pay (SPP) for hours worked more than 37.5 hours/week, at 1.5x hourly effective rate, during the pre-defined busy season for the PT tax business. The pre-defined busy season period is reviewed annually and communicated to all qualifying tax employees prior tocommencement.

• Benefits coverage (dental, medical, vision, mental health, registered massage therapy, life insurance).

• TD Pension Plan.

• TD Stock Employee Ownership Plan.

• TD Employee Future Builder; a voluntary savings plan.

• Employee product discounts (employee rates on mortgages, personal loans, credit cards, insurance, fitness, and no-fee banking)

• Training and development, including fully funded CPA Membership and Trust & Estate Practitioner (TEP) designation, along with accreditation renewals.

• Annual STEP conference for TEPs, including travel to, if necessary.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

DepartmentOverview:

Job Description:

Reporting to the Manager of Operations, with operational oversight by the Tax Manager(s), the Tax Analyst is primarily responsible for providing the tax administrative support to assigned CPAs throughout the year. The position also entails preparing personal (T1) and trust (T3) tax returns for a section of assigned clients during busy season.

This role requires you to be on-site at our TD Tower, Pacific Centre office location in Vancouver BC, Monday to Friday (37.5 hours a week) and may include working paid overtime of up to 10.5 hours/week, during the fast-paced Trust and Personal Tax Filing Season (March & April). We offer a flexible work environment outside of tax season for education and study leave.

Key accountabilities include:

• 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)

Education/Accreditations:

• Undergraduate degree in accounting, business or equivalent.

• Enrollment CPA Professional Education Program (CPA PEP) and working towards (CPA) designation.

OtherQualifications/Skills/Experience:

• 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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

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.

Hybrid Scheduled Role:

Colleagues will split their work week between our TD Tower, Pacific Centre office location in Vancouver and home office based on pre-scheduled days 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.

We offer a flexible work environment outside of tax season.

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.

Qualifications/Skills/Experience:

• 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).

• Fluency in English and French, required.

TD Total Rewards:

• Base Salary + Employee Incentive Plan (performance bonus).

• Special Project Pay (SPP) for hours worked in excess of 37.5 hours/week, at 1.5x hourly effective rate, during the pre-defined busy season for the PT tax business. The pre-defined busy season period is reviewed annually and communicated to all qualifying tax employees prior tocommencement.

• Benefits coverage (dental, medical, vision, mental health, registered massage therapy, life insurance).

• TD Pension Plan.

• TD Stock Employee Ownership Plan.

• TD Employee Future Builder; a voluntary savings plan.

• Employee product discounts (employee rates on mortgages, personal loans, credit cards, insurance, fitness and no-fee banking)

• Training and development, including fully funded CPA and TEPMembership/Accreditationrenewals, along with applicable courses to obtain and retain both designations.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description

Assigned as a market or industry level resource, the Commercial Credit Officer (CCO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. Guidelines for assignment of CCOs include specific criteria and is made at the discretion of the Commercial Credit Manager (CCM) in consultation with the Market Executive (ME). This role serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. This role reports to the Commercial Credit Manager (CCM) and will be aligned to 1-3 Commercial Underwriters (CU), serving as a mentor/coach.

Requirements

The Commercial Credit Officer is responsible for:

• Provide expert level guidance and advice to assigned prospects and clients on debt products and capital structure in collaboration with subject matter experts in various different groups including Relationship Management, Investment Banking, Leveraged Finance, etc.
• Underwriting and structuring of complex credit transactions with minimal oversight
• Delivering financial, industry, economic and other analysis to facilitate decision making, while also ensuring adherence to credit policies, guidelines, and applicable regulatory requirements
• Involvement with monitoring activities/approvals
• Maintaining knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leveraging product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect
• Responsible for reviewing & negotiating loan documentation
• Balancing analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality
• Client facing, the CCO collaborates with the Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects

Qualifications

• BS/BA degree
• Post graduate degree (CPA, CFA, MBA, etc.)
• 12+ years of solid experience in financial analysis, structuring, underwriting and portfolio management.
• Strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring
• Responsible for reviewing & negotiating loan documentation
• Candidates must have Commercial Banking or Corporate Banking credit experience
• Excellent organization skills and ability to prioritize workload from diverse sources
• Able to manage multiple projects simultaneously while meeting associated deadlines
• Ability to clearly and convincingly articulate complex ideas and concepts
• Ability to learn and adapt in a fast-paced, changing environment
• Proficiency in MS PowerPoint, MS Excel and MS Word with experience in presentations writing and client analysis