Intermediate Tax Specialist to support tax returns for complex Estate and Trust accounts - 99403

Request ID: -1

Start/End Dates: -02-23 - -08-22

Duration: 6 months

Work Location (Tax): 81 Bay 11th Floor

Remote/Hybrid: Hybrid. 3 days per week in office to start.

Job Description:

The Tax Specialist will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. The Tax Specialist fulfills a variety of income tax compliance, planning and administrative functions.

How You’ll Succeed

• Obtain information (from clients, internal and external sources) required to prepare and file income tax returns. Performs calculations, completes required schedules and organizes the information for complex returns.

• Accurately prepares, personal, Estate and trust income tax returns and schedules. Identifies post-mortem and other tax planning opportunities. Acts as a technical tax resource to the ETA Team

• Review assessment notices and prepares adjustment requests, ...