09 Nov
|
Scotiabank
|
Montreal
09 Nov
Scotiabank
Montreal
Use French and English to prepare tax returns and analyze client documentation for Scotiatrust Taxation Services in Montreal. Support accurate, compliant service across Canada.
This Tax Administrator position supports a Scotiabank taxation unit by preparing returns and assessing individual client situations. You proactively gather income statements, transactions, tax slips, fees, deductions, credits, and capital gains information. You research tax rules, discuss elections with Taxation leaders, and provide suggestions in less complex cases.
Key Responsibilities:
- Gather and analyze relevant tax return documentation
- Prepare client income tax returns accurately
- Assess tax situations and research applicable rules
- Discuss tax elections with designated Taxation colleagues
- Support customer-focused relationships and compliant daily operations
Requirements:
- Post-secondary degree or diploma
- French proficiency and sufficient English for client interactions
- Willingness to complete STEP or CSI Taxation Courses
- Commitment to staying current with legislative taxation changes
- Experience with tax software, MS Office, Salesforce, and Broadridge Trust System
Bring bilingual communication, tax documentation analysis, and return preparation skills to Scotiatrust’s Montreal-based taxation team.
📌 Bilingual Tax Return Administrator (Montreal)
🏢 Scotiabank
📍 Montreal