Tax Analyst

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 Manager of Operations, with operational oversight by the Tax Manager(s), the Tax Analyst is primarily responsible for providing the tax administrative support to assigned CPAs throughout the year. The position also entails preparing personal (T1) and trust (T3) tax returns for a section of assigned clients during busy season.
This role requires you to be on site at our TD Tower, Pacific Centre office location in Vancouver BC, Monday to Friday (37.5 hours a week) and may include working paid overtime of up to 10.5 hours/week, during the very fast paced Trust and Personal Tax Filing Season (i.e., March 1 st to April 30 th ).
We offer a flexible work environment outside of tax season.
Key accountabilities include:

• Preparing T1 and T3 income tax returns in a timely and accurate manner, as assigned.
• Collating (electronic and paper) all personal, trust and corporate tax returns by the filing deadlines, including arranging for delivery to government authorities and clients via TD eSign.
• Setting up new client Taxprep and working paper files accurately and in a timely manner.
• Performing a review of new client's tax history and externally prepared returns for errors and omissions.
• Applying for Canada Revenue Agency (CRA) access and new Trust (T3) account numbers online.
• Reviewing tax notices of assessment for changes and filing in the client folder.
• Ensuring all tax correspondence for assigned clients is actioned or escalated to a CPA, as appropriate.
• Responding to CRA pre and post assessment reviews in a timely manner.
• Scanning in hard copy documents for tax files throughout the year, including busy season.
• Calculating tax fees and arranging for client tax payments, ensuring accurate and paid on time.
• Reconciling Post T3-T5 income on December 31 st each year and/or when accounts are closed.
• Ensuring the personal tax instalment list is reviewed quarterly and amounts are accurate.
• Preparing forms to arrange for the deposit of cheques into designated accounts.
• Assisting Tax Manager(s) with management of assigned client files.
• Contacting client or internal partner for missing information required.
• Staying abreast of tax developments.
• Maintaining a good working relationship with all internal partners and clients for assigned files.
• Performing other duties and special projects as assigned.

Requirements
Education/Accreditations:

• Undergraduate Degree
• Enrollment in CPA Professional Education Program (CPA PEP) and working towards (CPA) designation.
Other Qualifications/Skills/Experience:

• Recent experience in a professional tax services environment (i.e., tax services company, trust company or public accounting firm) preparing trust (T3) and personal (T1) income tax returns.
• 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.

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