Tax Specialist, Tax Preparation Services – 2 Month Contract
How does the role impact the organization?

This role is primarily responsible for the review of Personal (T1) and/or Trust (T3) tax returns of Raymond James clients. We are currently seeking seasonal Tax Specialists to provide support during periods of high volume for a duration of 1–2 months in March and April.

What Will Your Role Be Responsible For

Reviewing personal tax returns for Raymond James investment clients in a timely and accurate manner

Reviewing information gathered from clients, CRA online portal and internal reports

Reviewing electronic working paper files of all tax documentation used to support the tax return, prior to filing

Providing review notes to tax return preparers and ensuring outstanding issues are resolved prior to filing

Corresponding with clients or Financial Advisors/Agents to discuss outstanding information

Handling and responding to email enquiries related to tax returns

What do we expect from you?
To qualify for this opportunity you possess:

Minimum 3 years of public accounting firm experience, with at least 2 years working in Canadian taxation

Canadian CPA designation

Experience in reviewing Canadian Personal (T1) tax returns and Canadian Trust (T3) tax returns

Proficiency with CCH TaxPrep, CRA online portal, MS Office and Adobe Acrobat

Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and meticulous attention to detail

Demonstrated email,



videoconferencing and telephone etiquette and relationship‑management skills

We encourage our associates at all levels to:

Grow professionally and inspire others to do the same

Work with and through others to achieve desired outcomes

Make prompt, pragmatic choices and act with the client in mind

Take ownership and hold themselves and others accountable for delivering results that matter

Contribute to the continuous evolution of the firm

Salary Range: $22–25 per hour

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients and communities thrive; it is part of our people-first culture. The Company is an equal‑prospect employer and makes all employment decisions on the basis of merit and business needs.

To request accommodations, candidates should contact Human Resources via email at [email protected] .

We may use automated or AI-enabled tools to support parts of our recruitment and screening process. These tools help us review applications efficiently, but they do not replace human decision‑making.

Job
Operations

Primary Location
CA-BC-Vancouver-Vancouver

Organization
Operations

Schedule
Part‑time

Status
Temporary Part‑Time

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📌 Associate, Tax Preparation Services - 2 Month Contract (British Columbia)
🏢 Raymond James
📍 British Columbia