Location: Toronto or Remote within CanadaEmployment Type: Part Time (10 to 15 hours per week, with flexibility to increase during peak periods)Start Date: ASAPAbout the RoleOur client, a well established investment management firm, is seeking a Tax Specialist with solid expertise in preparing T3 trust returns. This is a part time role designed for an experienced trust tax professional who can independently manage the full T3 filing process across multiple entities. The workload will average 10 to 15 hours per week, with the option for increased hours during periods of higher volume or year end cycles.Key ResponsibilitiesPrepare T3 trust returns, schedules, and supporting documentationReview trust financial statements to ensure accurate income allocations, capital gains,



and reportingEnsure compliance with CRA requirements and filing deadlinesCollaborate with finance and investment operations teams to gather and validate required informationIdentify discrepancies or issues and recommend corrective actionMaintain organized workpapers and documentation to support audits and compliance reviewsProvide additional tax support during peak periods when filing volumes increaseQualificationsMinimum 2 years of hands on T3 trust return preparation experienceSolid understanding of trust taxation, income allocations, capital gains, and CRA reporting requirementsExperience in investment management, fund administration, or public accounting is an assetStrong accuracy, attention to detail, and time management skillsAbility to work independently within a flexible scheduleProficiency with tax preparation software and ExcelWhy This RoleConsistent 10 to 15 hours of work per week with flexibility built inOpportunity to leverage specialized trust tax expertise in a focused and independent roleWork directly with a respected investment management firm during recurring annual cyclesIdeal for professionals seeking part time stability without full time commitment

📌 Tax Specialist (Ottawa)
🏢 The Mirillion Group
📍 Ottawa