Senior Tax Analyst, Private Trust (Bilingual)

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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 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, an asset.
  
  

Other Qualifications/Skills/Experience: 

• 3+ years of 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, required.
  
  

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 and TEP Membership/Accreditation renewals, along with applicable courses to obtain and retain both designations.
  
  

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. 

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. 

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet