Wilson

Work Type: Hybrid (3 days in office)
Location: Toronto, ON
Contract: 6 months (potential extension)
Salary Range: $33.00 - $51.00

Position Overview

Our client, one of the top five banks in Toronto, is seeking a Tax Specialist. This role is responsible for the accurate and timely completion and filing of tax returns for complex Estate and Trust accounts. The Tax Specialist performs a variety of income tax compliance, planning, and administrative functions.

Key Responsibilities

How You’ll Succeed

• Gather required information from clients and internal/external sources to prepare and file income tax returns
• Perform calculations, complete schedules, and organize information for complex returns
• Prepare personal, estate, and trust income tax returns and schedules with accuracy
• Identify post‑mortem and other tax‑planning opportunities
• Serve as a technical tax resource to the Estates & Trusts Administration (ETA) team
• Review assessment notices and prepare adjustment requests, objection notices, and Clearance Certificate requests
• Correspond with the CRA to provide requested information
• Maintain high standards for quality, responsiveness, and timeliness
• Collaborate with trust staff, external tax professionals, and clients to ensure timely filing and effective resolution of tax issues
• Participate in special projects as assigned
• Manage and train junior staff
• Review complex returns such as Graduated Rate Estates (GREs), terminal T1 returns, and rights‑or‑things filings
• Take ownership of assigned projects with limited supervision

Must‑Have Requirements

• 3+ years of experience in an accounting or tax‑related role
• Familiarity with Graduated Rate Estates (GREs)
• Post‑secondary degree in accounting or equivalent
• Experience preparing:
• T1 personal returns
• T1 terminal (final) returns
• T3 trust and estate returns
• Experience using tax preparation software

Nice to Have

• CPA designation (or working toward it)

Soft Skills

• Takes initiative
• Strong attention to detail
• Sound decision‑making ability
• Excellent computer skills and ability to work paperless
• Strong tax research and analytical skills
• Ability to coordinate multiple activities and manage timelines
• Effective communication skills for interacting with clients, professionals, and small groups
• Exceptional writing skills for preparing detailed and specialized communications
• Collaborative mindset