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.
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The requirement for this Tax role is T3 trust and estate returns.
Advantages
•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.
Responsibilities
•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.
Qualifications
Must-Have Requirements:
•Experience: 3+ years in an Accounting or Tax-specific role, specifically focusing on Estates and Trusts.
•Education: Post-secondary degree in Accounting or a related field.
•Technical Proficiency: Proven experience with Taxprep software and advanced MS Excel skills.
•Specialized Knowledge: Deep familiarity with T1 Terminals, T3 Trusts, GREs, and the Clearance Certificate process.
•Documentation: Ability to build and maintain electronic working paper files.
Nice-to-Have Qualifications:
•CPA designation (or currently working toward completion).
•Experience with CRA RepID and internal enterprise risk or banking systems.
Soft Skills:
•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.
Summary
On behalf of our client, a leading Canadian financial institution, we are seeking a Senior Accountant / Tax Specialist to join the Estates & Trusts team. This role is critical for the effective and timely completion of complex tax filings for deceased taxpayers and estate accounts. You will act as a technical resource, managing a high volume of specialized returns while ensuring all regulatory and internal compliance standards are met. This is an ideal opportunity for a detail-oriented tax professional looking to apply their expertise in a fast-paced, prestigious corporate environment.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
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.
Advantages
•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.
Responsibilities
•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.
Qualifications
Must-Have Requirements:
•Experience: 3+ years in an Accounting or Tax-specific role, specifically focusing on Estates and Trusts.
•Education: Post-secondary degree in Accounting or a related field.
•Technical Proficiency: Proven experience with Taxprep software and advanced MS Excel skills.
•Specialized Knowledge: Deep familiarity with T1 Terminals, T3 Trusts, GREs, and the Clearance Certificate process.
•Documentation: Ability to build and maintain electronic working paper files.
Nice-to-Have Qualifications:
•CPA designation (or currently working toward completion).
•Experience with CRA RepID and internal enterprise risk or banking systems.
Soft Skills:
•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.
Summary
On behalf of our client, a leading Canadian financial institution, we are seeking a Senior Accountant / Tax Specialist to join the Estates & Trusts team. This role is critical for the effective and timely completion of complex tax filings for deceased taxpayers and estate accounts. You will act as a technical resource, managing a high volume of specialized returns while ensuring all regulatory and internal compliance standards are met. This is an ideal opportunity for a detail-oriented tax professional looking to apply their expertise in a fast-paced, prestigious corporate environment.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
