Elevate your career as a Tax Clerk with TD Wealth in Vancouver, British Columbia. This position involves assisting with tax processing and client communications in a dynamic financial workplace. Join the Tax Services team at TD Wealth Private Trust as a Tax Clerk.
In this role, you will support the Tax Administrator in managing tax payments, monitoring communications, and ensuring client correspondence is handled promptly. Your contribution will help maintain the organization and streamline tax processes for high net worth individuals and estates. Key Responsibilities:
- Assist in processing client tax payments and fees
- Monitor phone lines and forward messages accurately
- Distribute tax correspondence to required teams
- Retrieve, scan, and file client documents from mail
- Maintain office organization and record-keeping Requirements:
- Strong time management and organizational skills
- Proficient with Excel, PowerPoint, and Word
- Experience with CCH Taxprep software preferred
- Familiarity with CRA's EFILE Online system
- Bilingual in English and French is an asset Support TD Wealth's mission and contribute to exceptional client service as a Tax Clerk.
📌 Tax Clerk Role in Vancouver
🏢 TD
📍 Vancouver
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