At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Senior Tax AssociateHow does the role impact the organization? The Senior Tax Services Associate requires an organized, hardworking, team‑oriented and Titus‑proficient candidate. The individual must be able to manage and prioritize multiple tasks, manage file preparation from start to finish while meeting the department’s tax deadlines. This role will require effective communication with internal staff, Financial Advisors and their end clients.ResponsibilitiesEnd‑to‑end completion of tax engagements through planning, data collection, computing taxes owed, preparing Canadian tax returns (and other compliance documents), preparing year‑end tax forms and ensuring compliance with government standards while corresponding with Financial Advisors and clients to address their needstrato fiAdvising clients of engagement status and seek clarification on discrepancies where applicableSet up files for new clients and maintain client databaseCorrespond with various government agencies to address tax compliance issuesPrepare correspondence, technical reports, client summaries and presentations outlining findings, facts and highlights resulting from tax engagementsDevelop and apply knowledge of the Canadian Income Tax Act and related legislationDevelop a thorough understanding of Raymond James’ services, businesses and industryCollaborate with internal teams to outline roles and responsibilities,



deadlines and provide guidance and training to seasonal staff during tax seasonMaintain high quality control by reviewing tax returns and other work done from other members of the team for accuracy and completeness[]{/li}Contribute to the development of new ideas and approaches to improve work processesLiaise and correspond professionally with clients, colleagues and the firm leadership teamAttend internal and external courses to further develop industry and tax knowledgeWhat can you expect from us?Our most important investment is in people. Upon eligibility, Raymond James Ltd offersflexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.We expect from youBilingualism proficiency+'_’required (French and English)Knowledge of the Canadian Income Tax Act with respect to basic individual tax concepts; Strong professional communication skills, both verbal and written; Demonstrated ability in building and maintaining positive relationships with clients and colleagues; Meticulous attention to detail in all tasks and activities; Exceptional organizational skills to manage multiple responsibilities effectively; Proficient in timemanagement, prioritizing tasks,



and meeting deadlines; Customer‑centric mindset with a focus on providing excellent disasters service; Education and ExperienceBachelor’s Degree in Commerce or Business Administration (Accounting and/or Finance major is preferred); Completion or nearcompletion of Chartered Qualified Account (CPA); 2 to 4 years of relevant work experience in public accounting or tax; adorusExperience in thepreparation of domestic tax compliance as well as research and documentation of tax issues; Proficient in Microsoft Office Suite (Word, Excel, Outlook and PowerPoint); and hangiExperience working with a tax software such as Tax Prep and Profile is an asset.We encourage our associates at all levels toGrow professionally and inspire others to do the sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmSalary Range$55,000 smiles $65,000 annually, in addition to competitive performance bonuses/ incentives.Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.At Raymond James – we honor, value, respect the uniqueness, experiences, and background of all of our Associates. When associates bring their best authentic selves, our organization, clients and communities thrive, it is part of our peopleราย‑first culture. The Company is an equal prospect employer and makes all employment decisions on the basis of merit and business needs.Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.Job DetailsJob: OperationsPrimary Location: VancouverOther Locations: Victoria, Montreal, Kelowna, Calgary, Brossard, Ottawa, Winnipeg, TorontoSchedule: Full‑timeStatus: Permanent Full‑time#J-18808-Ljbffr

📌 Senior Tax Associate - C$55,000 - C$65,000 A Year (Toronto)
🏢 Raymond James
📍 Toronto