Bring estate taxation expertise to National Bank Trust in Montreal, preparing complex returns and supporting a hybrid trust services team.

As a Senior Analyst, you will manage estate and trust files while supporting an exemplary client experience. Your work includes tax analysis, accounting entries, reconciliations, and estate settlement. You will also contribute to projects and advise stakeholders using information from wide-ranging sources.

Key Responsibilities:

- Analyze tax slips for T3 and TP646 annual returns
- Monitor estate investment book values and tax transactions
- Prepare accounting entries, cheques, returns, and processing follow-up
- Reconcile financial statements and distributions for files
- Support estate settlements and individual T1 returns

Requirements:

- Bachelor’s degree in accounting or relevant field
- Three years of relevant experience
- Experience in individual, estate, and trust taxation
- Proficiency with Excel and Microsoft Office
- Proficiency with TAXPREP for trusts and personal returns

Use estate taxation, accounting, reconciliation, and TAXPREP expertise to support National Bank Trust clients in Montreal.

📌 Senior Estate Tax Analyst Montreal
🏢 National Bank of Canada
📍 Montreal