Tax Specialist, Tax Preparation Services - Vancouver
12 hours ago
Job summary
We are currently seeking seasonal Tax Specialists to provide support during periods of high volume for a duration of 1-2 Months in the month or March and April.The role is primarily responsible for the review of Personal (T1) and or Trust (T3) tax returns of Raymond James clients. The Tax Specialist will review personal tax returns for Raymond James investment clients in a timely and accurate manner,
Reviewing information gathered from clients, CRA online portal and internal reports,
Reviewing electronic working paper files of all tax documentation used to support the tax return, prior to filing,
Provide review notes to tax return preparers and ensure outstanding issues are resolved, prior to filing,
Ccorresponding with clients or Financial Advisors/Agents to discuss outstanding information,
Handling and responding to email enquiries related to tax returns.
- A minimum 3 years of public accounting firm experience.
- A Canadian CPA Designation
- Experience in reviewing Canadian Personal (T1)tax returnsandCanadianTrust(T3)taxreturns
Job description
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