Senior Tax Specialist Job at Randstad (Toronto)

Job Description

The Senior Tax Specialist is responsible for the end-to-end tax lifecycle of complex Estate and Trust accounts. You will fulfill a variety of income tax compliance, planning, and administrative functions, primarily focusing on clients who have lost capacity or are deceased. This role is production-focused and requires the ability to organize electronic working papers in a paperless environment. While you will work closely with internal Trust staff and external professionals, there is no direct customer contact. The requirement for this Tax role is T3 trust and estate returns.

Job Responsibility

Tax Compliance & Filing: Accurately prepare and review personal (T1), Terminal (T1 Final), and Trust (T3) income tax returns, including specialized filings such as Graduated Rate Estates (GREs) and "Rights or Things." ...
Planning & Analysis: Identify post-mortem tax planning opportunities and provide technical guidance to the Estates & Trusts team
CRA Liaison: Review assessment notices, prepare adjustment requests, file notices of objection, and manage Clearance Certificate requests. Act as the primary point of contact for CRA correspondence
Data Management: Obtain necessary information from clients and internal/external sources to organize complex returns and perform detailed tax calculations
Operational Excellence: Maintain rigorous service standards for quality and responsiveness, ensuring all filing deadlines are met with limited supervision
Leadership & Mentorship: Manage and train junior staff members, reviewing their work for accuracy and compliance with tax laws
Special Projects: Participate in ad-hoc financial initiatives and process improvements as assigned by leadership

Requirements

3+ years in an Accounting or Tax-specific role, specifically focusing on Estates and Trusts
Post-secondary degree in Accounting or a related field
Proven experience with Taxprep software and advanced MS Excel skills
Deep familiarity with T1 Terminals, T3 Trusts, GREs, and the Clearance Certificate process
Ability to build and maintain electronic working paper files

Nice to have

CPA designation (or currently working toward completion)
Experience with CRA RepID and internal enterprise risk or banking systems
Exceptional Communication: Strong writing skills for detailed technical explanations and specialized terminology
Analytical Mindset: Excellent tax research skills and the ability to make data-driven decisions
Time Management: Ability to coordinate multiple concurrent activities and influence delivery from various stakeholders
Initiative: A proactive "owner" mindset with extreme attention to detail

What we offer

Career Growth: High potential for contract extension or conversion to a full-time permanent role based on performance and business needs
Supportive Team: Access to seasoned tax professionals and subject matter experts to assist with complex queries
Modern Workflow: Gain experience in a sophisticated, paperless corporate tax environment using industry-leading software

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Senior Tax Specialist

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