Tax Specialist, Tax Preparation Services (Contractor)

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve 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.

Tax Specialist, Tax Preparation Services (Contractor)

How does the role impact the organization?

This role is primarily responsible for the review of Personal (T1) 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.

What will your role be responsible for

• Reviewing of personal (T1) 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
• Corresponding with clients or Financial Advisors/Agents to discuss outstanding information
• Handling and responding to email enquiries related to tax returns

What do we expect from you?

To qualify for this opportunity you possess:

• 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.
• Proficiency with CCH TaxPrep, CRA online portal, MS Office and Adobe Acrobat
• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail; and
• Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills.
• CRA Rep ID.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range: $45- 50 hourly.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity 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 at [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.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.