Job Description
- Tax Specialist, Tax Preparation Services (Contractor) (2600654) Tax Specialist, Tax Preparation Services (Contractor)
- 2600654 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. Tax Specialist, Tax Preparation Services (Contractor) 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 the month of March and April. Reviewing of personal tax returns for Raymond James investment clients in a timely and accurate manner Reviewing of information gathered from clients, CRA online portal and internal reports Reviewing of electronic working paper files of all tax documentation used to support the tax return, prior to filing Provide review notes to tax return preparers and ensure outstanding issues are resolved, prior to filing Handling and responding to email enquiries related to tax returns Minimum 3 years of public accounting firm experience,



with a minimum of 2 years of experience 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 Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills. Salary Range: $45
- 50 hourly. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. These tools help us review applications efficiently,but they donot replace human decision-making. Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers' accounts are protected by the Canadian Investor ProtectionFund within specified limits. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Please consult each subsidiary's webpagesfor applicable corporate, regulatory or membership information.

📌 Tax Preparer (Canada)
🏢 Raymond James Financial
📍 Canada