Location: Toronto, ON
Hybrid 3 days per week in office. Subject to change according to business needs and performance.
- Position Type: Contract
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Contract Duration: 6 months (with possibility of extension; conversion to FTE possible according to business needs and contractor performance)
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Pay Rate: C$30.00 C$35.00 / Hour (CAD)
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Shift / Schedule: 37.5 hours/week, 9:00 AM 5:00 PM, Monday to Friday
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Overtime: Possible during tax season
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.
- Obtain information (from clients, internal and external sources) required to prepare and file income tax returns. Performs calculations, completes required schedules and organizes the information for complex returns.
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Accurately prepares personal, Estate and Trust income tax returns and schedules. Identifies post-mortem and other tax planning opportunities. Acts as a technical tax resource to the ETA Team.
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Review assessment notices and prepares adjustment requests, objection notices and Clearance Certificate requests for filing. Corresponds with the CRA to ensure any requests for information are provided.
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Maintain service standards for quality, responsiveness and timeliness.
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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.
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Participate in Special Projects as assigned.
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Ability to manage and train junior staff.
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Review complex tax returns such as GRE's and terminal T1 returns, rights or things.
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Ability to take ownership of assigned projects with limited supervision.
- Familiar with graduated rate estates
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Experience with preparation of T1
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Experience with preparation of T1 terminal (final)
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Experience with preparation of T3 trusts and estate returns
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Tax prep software experience
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Proficiency with Taxprep software
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Takes initiative
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Strong attention to details
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Ability to make decisions
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Excellent computer skills and ability to work paperless
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Excellent tax research and analytical skills
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Ability to co-ordinate multiple activities simultaneously with time management components and influence the delivery of responses from various parties
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Well-developed communication skills sufficient to interact effectively with clients, professionals and small groups
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Exceptional writing skills sufficient to prepare various communications containing detailed descriptions, explanations and specialized Estates & Trusts terminology
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Collaborative mindset
- CPA designation preferred or working towards
- Post-secondary degree in accounting or equivalent
- 3 years of experience in an Accounting or tax related role
- Overtime possible during tax season
- The interview process consists of three rounds:
- 1st round: Screening with basic technical questions to assess candidate background and experience; approximately 15 minutes. - 2nd round: 1-hour case study test focused on real work scenarios from a tax perspective, including deceased taxpayer scenarios, to confirm experience fit. Completed in-person or monitored on a call. - 3rd round: Behavioral questions; approximately 15-minute screening. Conducted with the Hiring Manager and another member of the line of business.
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Strong communication and the ability to answer questions in a concise manner is important to the hiring manager. Candidates are expected to be prepared to discuss their experience and expertise in Trust and Estates, and to speak clearly to how their experience is relevant.
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Priority within the first 90 days is understanding systems and workflow, and the business.
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The role requires access to specific systems such as CRA RepID, tax preparation platforms, and relevant internal systems.
This client is a large, full-service multinational financial institution offering a comprehensive range of banking, wealth management, and capital markets products and services to individuals, businesses, and institutional clients across Canada, the United States, and other global markets serving millions of clients in total. The organization employs accountants, tax specialists, trust officers, wealth management advisors, business analysts, and financial services professionals across its extensive domestic and international network. It is recognized for its collaborative and inclusive workplace culture, structured career development frameworks, competitive compensation, and well-regarded benefits programs including health coverage, wellness programming, and performance bonuses, making it a strong fit for finance professionals seeking stability and growth within a major institution.
GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. We highly value diverse and inclusive workplaces and support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech, utilities, and retail sectors throughout the U.S. and Canada.
Job Number: 26-09226
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