Tax Clerk - Vancouver, Canada - TD Bank

TD Bank

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Work Location:
Vancouver, British Columbia, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:

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 Manager of Operations, with operational oversight by the Tax Administrator, the Tax Clerk is primarily responsible for supporting the tax administration team throughout the year.

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 Personal Tax Filing Season (April).

Key accountabilities include:

Assisting the Manager of Operations and Tax Administrator, with daytoday tasks, as required.
Handling multiple levels of administrative duties as request by Tax Services leadership team.
Retrieving mail from the Post Office, including scanning, logging, and filing of tax correspondence in the client folder and informing Tax Manager/Analyst of correspondence requiring immediate attention.
Logging tax notices issued date on tax control lists for personal, trust, estate, and corporate tax clients.
Entering tax refunds received into cheque logs, scanning, saving in client folder and sending to operations for deposit into client's bank account.
Planning and execute team events like meetings, meals, entertainment, and other employee recognition items.
Ensuring established policies, procedures, or instructions are followed.
Maintaining organization of the office, including mail and file rooms, including filing any hard copy items.
Performing other duties and special projects as assigned.

Other Qualifications/Skills/Experience:

Experience in a professional tax services environment, preferred.
Excellent computer skills, experience with Excel, PowerPoint, Word and Adobe Professional.
Effective time management, organizational, and communication skills (oral and written).
Fluency in both English and French, an asset.

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.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help