Estate/Trust Tax Technician

  • Company:
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
  • Posted:
    2 months ago
  • Category:
    Accounting / Banking

BDO. Because relationships matter.There are many world-class accounting & advisoryfirms. Far fewer that offer a culture so rich in professional opportunity, personal fulfillment, and long-term growth. At BDO, we understand that exceptional service to our clients begins – and ends – with exceptional regard for our people. Because at its core, our business is not about numbers or spreadsheets, dollars or pence, but about people working with, for, and in service of others. In short, because relationships matter.Position SummaryBDO Canada is currently hiring a full-time permanentEstate/Trust Tax Technician within our Brandon Office. The successful candidate will work with Managers and other team members on tax compliance and consulting engagements.Key Accountabilities and ResponsibilitiesResponsible for the preparation of T1 terminal tax returnsResponsible for the preparation of T3 estate tax returns and T3 family trust returnsResponsible for the preparation of any adjustments required to T1 terminal tax returns and T3 estate returnsCommunicate with lawyers regularly to provide fee quotes, answer questions and advise on holdback amountsCommunicate with executors of the estates to obtain information, answer questions, and follow up as requiredMeet with executors to sign and discuss documentation requiredMaintain a good tracking system to ensure that all files are being followed up regularly and to ensure that filing deadlines are metCommunicate with Canada Revenue Agency as required to discuss estates and follow up on filingsApply for and follow up on clearance certificates required for estatesAssist in developing and implementing effective processes as and when requiredPrepare invoices for estateEducation and Professional Skills/KnowledgeExperience using software such as: Tax Prep, Caseware and Microsoft Office SuiteA college or university accounting diploma or certificate an assetStrong attention to detailAbility to prioritize and manage multiple projects and deadlinesStrong communication skills: both verbal and writtenAvailable to work overtime as requiredAble to work in a fast-paced environmentWhy Work for BDO?BDO is the 5th largest accounting and advisory firm in the worldAt BDO we consider our people to be our most valuable asset; we offer the opportunity to grow and develop in an innovative and collaborative environment.We offer an unmatched degree of flexibility to help you professionally and personally succeedWe provide competitive salaries, a flexible benefits package and a matching RRSP optionOpportunity to work with like-minded individuals to support career developmentBDO is actively involved in our communities by supporting local charity initiatives, FCC’s “Drive Away Hunger”, Children’s Miracle Network and United WayOur Vision:The best professional services firm in the mid-market.#LIS-SL1