Tax Accountant – CPA (T1-T3)
Are you an experienced accountant with a solid background in estate and trust tax compliance? Apply Now!
Working with one of our top financial clients, this role calls for an Tax Accountant – CPA (T1-T3) who will support day-to-day tax operations, focusing on complex estate and trust accounts. The position offers an excellent opportunity to work alongside seasoned professionals in a collaborative environment and develop your expertise in estate and trust taxation.
Responsibilities
- Prepare and file income tax returns for complex estate, trust, and beneficiary accounts
- Gather required information from clients, internal teams, and external sources to facilitate accurate tax filings
- Perform calculations, complete schedules, and organize data for complex returns
- Review assessment notices, prepare adjustment requests, objection notices, and Clearance Certificate applications
- Communicate with CRA to provide requested information and ensure compliance
- Maintain quality, responsiveness, and timeliness standards for tax filings
- Liaise with client's Trust staff, outside tax professionals, and clients to meet tax obligations and implement tax strategies
- Manage and potentially train junior staff members
- Review and prepare complex tax returns such as GREs, terminal T1 returns, T3 trust and estate returns
- Take ownership of assigned projects with limited supervision
- Support special projects related to estate and trust taxation
Desired Skill-Set
- Minimum of 3+ years’ experience in accounting or tax-related roles
- Strong knowledge of estate and trust tax compliance, including T1, T3, and GRE returns
- Proficient with tax preparation software, specifically Taxprep
- Post-secondary degree in accounting or equivalent
- Familiarity with graduated rate estates
- Excellent analytical, research, and decision-making skills
- Strong attention to detail and high accuracy in work
- Ability to work independently and prioritize tasks effectively
- Excellent communication and interpersonal skills for interacting with clients and professionals
- Ability to coordinate multiple activities simultaneously with effective time management
Nice to Have
- CPA designation or working towards it
- Experience with CRA RepID and other tax-related systems
- Knowledge of deceased taxpayer scenarios and estate planning principles
- Experience working with paperless or digital workflows
- Bilingual skills are a plus
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.