Tax Specialist

Job Title: Tax SpecialistJob Description

The Tax Specialist will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. The Tax Specialist fulfills a variety of income tax compliance, planning, and administrative functions.

Responsibilities

• Obtain information from clients, and internal and external sources required to prepare and file income tax returns. Perform calculations, complete required schedules, and organize the information for complex returns.

• Accurately prepare personal, Estate, and trust income tax returns and schedules. Identify post-mortem and other tax planning opportunities. Act as a technical tax resource to the ETA Team.

• Review assessment notices and prepare adjustment requests, objection notices, and Clearance Certificate requests for filing. Correspond with the CRA to ensure any requests for information are provided.

• Maintain service standards for quality, responsiveness, and timeliness.

• Liaise with trust staff, outside tax professionals, and clients to ensure that income tax filing requirements for more complex returns are met on a timely basis, taxation issues are explained and resolved, and tax strategies are implemented effectively.

• Participate in special projects as assigned.

• Manage and train junior staff.

• Review complex tax returns such as GRE's and terminal returns, rights, or things.

• Take ownership of assigned projects with limited supervision.

Essential Skills

• 3-5+ years of experience as a Tax Specialist/Analyst.

• Familiarity with graduated rate estates (GRE), terminal returns, T3 trust, and estate returns.

• Post-secondary degree in accounting or equivalent (Accounting Degree, Diploma, or related field such as Business/Finance).

• Experience with tax preparation software.

Additional Skills & Qualifications

• CPA preferred or working towards.

• Strong initiative and preparation for interviews.

• Excellent attention to detail.

• Proficient computer skills and ability to work paperless.

• Strong tax research and analytical skills.

• Ability to coordinate multiple activities simultaneously with effective time management.

• Well-developed communication skills to interact effectively with clients, professionals, and small groups.

• Exceptional writing skills to prepare detailed communications with specialized Estates & Trusts terminology.

• Ability to make decisions and a collaborative mindset.

Work Environment

The team is responsible for the compliance for trust clients, which include individuals that are deceased and their trusts as well as estates. The individual will report directly to the Director. The position requires 37.5 hours per week, typically from 9-5 Monday to Friday, with flexible working hours as long as they are within core hours. Overtime is expected in March and April (approximately 10 hours of OT per week).

À propos d'Aston Carter:

Aston Carter fournit des solutions de talent de classe mondiale à des milliers de clients à travers le monde. Spécialisés dans la comptabilité, la finance, les ressources humaines, l'acquisition de talents, la chaîne d'approvisionnement et certaines professions administratives, nous étendons les capacités des entreprises à la pointe de l'industrie. Nous nous appuyons sur notre profonde expertise en matière de recrutement et sur notre réseau expansif pour répondre aux besoins évolutifs de nos clients et de notre communauté de talents avec agilité et excellence. Avec des bureaux aux États-Unis, au Canada, en Asie-Pacifique et en Europe, Aston Carter est au service d'un grand nombre d'entreprises du Fortune 500. Nous sommes fiers d'avoir remporté le double diamant ClearlyRated Best of Staffing® pour notre service aux clients et aux talents.

La diversité, l'équité et l'inclusion

Chez Aston Carter, la diversité et l'inclusion constituent le pont vers l'équité et la réussite de notre personnel. La diversité, l'équité et l'inclusion (DE&I) sont ancrées dans notre culture par :

• L'embauche des talents diversifiés ;

• Le maintien d'un environnement inclusif par une autoréflexion permanente ;

• La mise en place d'une culture de soin, d'engagement, et de reconnaissance par des résultats concrets ;

• L'assurance des opportunités de croissance pour nos gens.

Aston Carter est un employeur souscrivant au principe de l'égalité des chances et accepte toutes les candidatures sans tenir compte de la race, du sexe, de l'âge, de la couleur, de la religion, des origines nationales, du statut d'ancien combattant, d'un handicap, de l'orientation sexuelle, de l'identité sexuelle, des renseignements génétiques ou de toute autre caractéristique protégée par la loi.

Si vous souhaitez faire une demande d'accommodement raisonnable, tel que la modification ou l'ajustement du processus de demande d'emploi ou d'entrevue à cause d'un handicap, veuillez envoyer un courriel à ~~~ (~~~) pour connaître d'autres options d'accommodement.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

• Hiring diverse talent

• Maintaining an inclusive environment through persistent self-reflection

• Building a culture of care, engagement, and recognition with clear outcomes

• Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email ~~~ (~~~) for other accommodation options.