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Td Bank Senior Tax Analyst Private Trust Canada, British Columbia, Vancouver 867997134
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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.
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