Sr. Specialist, Tax Services

CIBC•Toronto, ON

1d•Hybrid

About The Position

Reporting to the Director, Tax Services, the Sr. Specialist, Tax Services will be responsible for managing new and junior staff, training sessions, prepare complex tax returns. Ensure effective and timely completion tax returns for complex Estate and Trust accounts. and fulfills a variety of income tax compliance, planning and administrative functions. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Certified professional with a CPA/CA designation.
Current accreditation and good standing in STEP, CSI or Taxation Courses.
Degree/diploma in accounting.
Demonstrate experience in helping managing workloads, taking full ownership, working independently, prepare tax teams of T1, T1 terminal (final), T3 trusts and estate returns.
Assistance with outsourcing tax returns/ identify tax planning opportunities.
Familiarity with graduated rate estates and exceptional writing skills sufficient to prepare various communications containing detailed descriptions, explanations, and specialized Estates & Trusts terminology.
Well-developed communication skills sufficient to interact effectively with clients, professionals, and small groups.
Ability to co-ordinate multiple activities simultaneously with time management components and influence the delivery of responses from various parties.
Ability to co-ordinate multiple activities simultaneously with time management components and influence the delivery of responses from various parties.

Nice To Haves

Strong tax research and computer skills.
Ability to work paperless and Tax prep software.

Responsibilities

Understanding the business structure and associated risks.
Gather relevant information for complex return preparation.
Performs calculations, completes required schedules, and organizes the information for complex returns without additional oversight.
Liaise with Tax team, CIBC Trust staff, outside tax professionals, and clients to ensure that: income tax filing requirements for more complex returns are met on a timely basis; taxation issues are explained and resolved; and tax strategies are implemented effectively.
Technical expertise in estate and trust taxation.
Accurately prepare, personal, estate and trust income tax returns and schedules.
Identify post-mortem and other tax planning opportunities.
Review assessment notices and prepares adjustment, and objection notices and Clearance Certificate requests for filing.
Corresponds with the CRA to ensure any requests for information are provided.
Prepare complex tax returns such as GRE’s and terminal T1 returns, rights or things.
Participate in Special Projects as assigned.
Ability to manage and train junior staff.
Ability to take ownership of assigned projects with limited supervision.