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tax analyst

Title posted on CareerBeacon - Tax Analyst, Private Trust (Bilingual)

Posted on May 17, 2025 by Employer details TD Bank

Job details

Work Location:Vancouver, British Columbia, CanadaHours:37.5Line of Business:TD GeneralPay Details:$52,700 - $74,400 CADTD 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 Manager of Operations, with operational oversight by the Tax Manager(s), the Tax Analyst is primarily responsible for providing the tax administrative support to assigned CPAs throughout the year. The position also entails preparing personal (T1) and trust (T3) tax returns for a section of assigned clients during busy season.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 fast-paced Trust and Personal Tax Filing Season (March &amp; April). We offer a flexible work environment outside of tax season for education and study leave.Key accountabilities include:Preparing T1 and T3 income tax returns in a timely and accurate manner, as assigned.Collating (electronic and paper) all personal, trust and corporate tax returns by the filing deadlines, including arranging for delivery to government authorities and clients via TD eSign.Applying for Canada Revenue Agency (CRA) access and new Trust (T3) account numbers online.Reviewing tax notices of assessment for changes and filing in the client folder.Ensuring all tax correspondence for assigned clients is actioned or escalated to a CPA, as appropriate.Scanning in hard copy documents and filing for tax files throughout the year, including busy season.Preparing tax disbursements requests to ensure accurate and paid on time.Ensuring the personal tax instalment list is reviewed quarterly and amounts are accurate.Preparing forms to arrange for the deposit of cheques into designated accounts.Contacting client or internal partner for missing information required.Staying abreast of tax developments (CCH updates, LMS modules)Maintaining a good working relationship with all internal partners and clients for assigned files.Performing other duties and special projects as assigned.Performing tax administrative duties in the absence of the tax administrator (processing tax fees, payments, monitoring generic inbox)Education/Accreditations: Undergraduate degree in accounting, business or equivalent.Enrollment CPA Professional Education Program (CPA PEP) and working towards (CPA) designation.Other Qualifications/Skills