Senior Tax Analyst (Senior Tax Accountant - CPA)

Company Overview

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Department Overview
TD Wealth Private Wealth Management provides the highest level of tailored advice and integrated wealth management solutions. Our goal is to help our clients and their families develop integrated, comprehensive, and customized financial solutions. At all times, our exceptional team of banking, estate planning, trust and investment professionals work together with our wealth partners to help our clients create wealth, preserve and protect it, and pass it on to the generations that follow.

Tax Services is a department within TD Wealth Private Trust, a key business unit within TD Wealth Private Wealth Management, which provides tax return preparation and planning for estates and trusts, high net worth individuals and their families. Tax Services also provides bookkeeping and corporate tax services for clients with investment holding companies

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 (i.e., T2, T4, T5, GST) 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, preferred.

Requirements
Other Qualifications/Skills/Experience:

• Minimum three years, 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, preferred.
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 to commencement.
• 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 Membership/Accreditation renewals, along with applicable TEP courses to obtain designation. Annual STEP conference for TEPs, including travel to/from, if necessary.

Hours
37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Category

Management and Executive