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Td Bank Tax Analyst Private Trust Canada, British Columbia, Vancouver 286408260
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.
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