Senior Estate Tax Specialist/Manager

Job Description

Senior Estate Tax Specialist:
On behalf of our Banking client, Procom is searching for a Senior Estate Tax Specialist for a 6-month role. This position is a hybrid position with 3 days onsite at our client’s Toronto office.

Senior Estate Tax Specialist - Job Description:
This role is focused on supporting day-to-day tax services, specifically in estate and trust taxation. The Senior Estate Tax Specialist will manage new and junior staff, prepare complex tax returns, and ensure effective completion of complex estate and trust accounts.

Senior Estate Tax Specialist - Responsibilities:
• Manage and train junior staff, ensuring quality and timely completion of tasks.
• Prepare and review complex tax returns, including T1, T1 terminal, and T3 trusts and estate returns.
• Engage with clients to understand business structures and associated risks.
• Ensure compliance with tax filing requirements and optimize credit opportunities.
• Liaise with tax teams, Trust staff, and external professionals to resolve taxation issues.
• Act as a technical resource for estate and trust taxation.
• Participate in special projects and take ownership of assigned tasks.

Senior Estate Tax Specialist - Mandatory Skills:
• 3-5+ years of experience in an accounting or tax-related role.
• Familiarity with graduated rate estates.
• Post-secondary degree in accounting or equivalent.
• Experience with preparation of T1, T1 terminal, and T3 returns.
• Proficiency with Taxprep software.
• Strong leadership and decision-making skills.
• Excellent communication and analytical skills.

Senior Estate Tax Specialist – Nice-to-Have Skills:
• CPA certification or working towards it.
• Strong attention to detail and initiative.
• Ability to work paperless and excellent computer skills.
• Exceptional writing skills with specialized Estates & Trusts terminology.
• Collaborative mindset.

Senior Estate Tax Specialist – Assignment Length:
This is a 6-month contract with potential for extension or conversion to full-time employment based on business needs and performance.

Senior Estate Tax Specialist - Start Date:
ASAP.

Senior Estate Tax Specialist - Assignment Location:
Toronto, Ontario, Canada. Hybrid work arrangement with 3 days in the office per week.

This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.