This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
We are currently seeking a highly skilled Senior Tax Specialist (Expert Accountant) to join the Trust Services division of a premier Canadian financial institution. This is a critical leadership and technical role focused on managing complex estate and trust tax compliance. If you have a deep expertise in terminal returns and graduated rate estates (GREs), and you are looking for a high-impact contract with a strong potential for permanent conversion, we want to hear from you.
Job Responsibility:
Complex Tax Preparation: Prepare and review high-level tax returns, including T1 Final/Terminal returns, T3 Trust and Estate returns, GREs, and Rights or Things
Technical Oversight: Manage the workflow for junior staff, providing training and reviewing their files to ensure credit optimization and compliance
CRA Correspondence: Review assessment notices, prepare adjustment/objection notices, and handle Clearance Certificate requests and CRA inquiries
Subject Matter Expertise: Identify post-mortem and other tax planning opportunities
act as a technical consultant for the Executive Trust Associate Team
Operational Excellence: Maintain paperless working paper files and leverage Taxprep software to ensure all filings are completed accurately and on time
Requirements:
Post-secondary degree or diploma in Accounting or a related field
3–5+ years of specialized experience in an accounting or tax role focused on Estates and Trusts
CPA/CA is highly preferred
current accreditation in STEP, CSI, or advanced Taxation Courses is considered a significant asset
Advanced proficiency with Taxprep software and a strong understanding of Graduated Rate Estates (GREs)
Exceptional writing skills tailored for specialized estate and trust terminology
Ability to coordinate multiple priorities and influence delivery from various stakeholders
Proven leadership skills with the ability to take full ownership of projects with limited supervision
Nice to have:
CPA/CA
current accreditation in STEP, CSI, or advanced Taxation Courses
What we offer:
FTE Potential: Clear pathway for contract extension or conversion to a full-time permanent position based on performance and business needs
Leadership Impact: Opportunity to manage and train junior accounting staff while serving as a technical resource for the broader LOB
Prestigious Environment: Work within a top-tier financial institution on high-complexity accounts