Tax Specialist

 In
MD Financial Management
Published
November 13, 2017
Location
Job Type
Category
Experience
Associate
Province/State
Ontario

Description

The primary responsibility for this Tax Specialist is to provide technical support on tax matters related to the MD group of companies. This includes ensuring compliance with all statutory taxation requirements; perform tax research on various matters, answer questions from the regional offices and monitor tax changes for impact to the group.

Duties and Responsibilities

  • Prepare/review: date of death and related elective tax returns (both federal and Quebec as applicable) for clients of MD Private Trust.
  • Prepare/review testamentary or inter vivos T3 Estate and Trust income tax returns (both federal and Quebec as applicable) for clients of MD Private Trust.
  • Review Notices of Assessment and Reassessment and action errors or omissions.
  • Communicate as necessary with CRA and Revenue Quebec to ensure the returns are assessed/reassessed correctly; prepare correspondence or adjustment requests as required to correct CRA/MRQ filing positions.
  • Work with the manager, taxation services to ensure all tax administration in an estate or trust is in accordance with the terms of the governing documents, relevant provincial and federal legislation and company policy.
  • Work with the manager to identify any foreign or corporate tax filings required in an estate or trust.
  • Consult with outside accountants and lawyers as it pertains to MD Private Trustclient matters.
  • Participate on other tax projects, compliance or initiatives within the MD Taxation Services team.This may include supporting other AVPs on matters related to the MD family of mutual funds, Common Reporting Standards (“CRS”), physician incorporation strategies, corporate tax return provisions or preparation of T2 Corporate Income Tax returns, acting as a subject matter expert reviewing tax content in client facing communications and marketing material and so on.
  • Provide support and act as subject matter expert to our internal clients on tax related matters (develop tools, training, technical tax support).
  • Identify risk and process improvements to ensure that duties of the position are carried out correctly and efficiently.
  • Strong client service orientation, ability to present clear and well-defined solutions, as well as an ability to build partnerships and effective working relationships with key stakeholders.
  • Demonstrates excellent interpersonal skills, initiative and some leadership abilities; is also a proven team player.
  • Adapts well to change and can pivot quickly when required
  • Ability to manage a large and varied workload with competing deadlines.
  • Ability to communicate with clarity; strong verbal and written communications skills, including effective listening skills.

Knowledge

Demonstrated knowledge of deceased and estate & trust tax return preparation as well as some ability to recognize related tax matters would be an asset.

Knowledge of personal, corporate and trust taxation and of accounting is required. Previous experience preferred in the financial services industry or with a national trust company and familiarity with securities legislation would be an asset. Experience providing tax planning to clients would be an asset.

A Specialist in Taxation Services must have a professional accounting designation or equivalent experience. Completed, currently enrolled in, or a willingness to enrol in the CPA In Depth Tax Course is required.

Experience

Minimum two years in personal, corporate or trust taxation is required.

Experience with various computer software applications, in particular Excel, Word, Tax Prep (or similar tax return software) and online research tools are required.

Competency Requirements

  • Strong client service orientation, ability to present clear and well-defined solutions, as well as an ability to build partnerships and effective working relationships with key stakeholders.
  • Demonstrates excellent interpersonal skills, initiative and some leadership abilities; is also a proven team player.
  • Adapts well to change and can pivot quickly when required
  • Ability to manage a large and varied workload with competing deadlines.
  • Ability to communicate with clarity; strong verbal and written communications skills, including effective listening skills.
  • Excellent analytical, research skills.
  • Self-motivated; committed to achieving results and able to handle a large number of complex deliverables to meet deadlines.

To Apply

Please send a resume and covering letter to careers@businesssherpagroup.com. We thank all applicants for their interest; however, only those to be interviewed will be contacted. For more information about MD, please visit our website.

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