Sr. Specialist, Tax Services

What You’ll Be Doing

• Manage new and junior staff and conduct training sessions.
• Prepare complex estate and trust tax returns and ensure timely completion.
• Perform income‑tax compliance, planning and administrative functions.
• Calculate required schedules, organize data for complex returns, and submit them without additional oversight.
• Review assessment notices, prepare adjustments, objection notices, and clearance certificate requests.
• Correspond with the CRA to provide requested information.
• Prepare GRE and terminal T1 returns as required.
• Participate in special projects and take ownership of assigned assignments with limited supervision.

• Client engagement: Understand business structures and associated risks; gather necessary information for return preparation.
• Compliance identification: Conduct calculations, complete schedules, and manage complex returns independently.
• Relationship building: Liaise with the Tax team, CIBC Trust staff, outside professionals, and clients to meet filing requirements and explain tax issues.
• Subject‑matter expertise: Technical knowledge of estate and trust taxation, post‑mortem planning opportunities, and effective preparation of returns and schedules.
• Leadership capabilities: Train junior staff and manage special projects with minimal supervision.

• Certified CPA/CA with current accreditation in STEP, CSI, or Taxation Courses.
• Bachelor’s or higher degree in accounting.
• Experience managing workloads and independently preparing T1, T1 terminal, T3, and estate trust returns.
• Strong tax‑research abilities and proficiency with tax‑preparation software.
• Excellent written and verbal communication skills, including the ability to draft detailed communications using specialized estates and trusts terminology.
• Organised, goal‑oriented, and able to coordinate multiple activities while influencing stakeholders.
• Client‑focused mindset and commitment to delivering high‑quality solutions.

• Competitive salary and incentive pay.
• Banking benefits and a comprehensive benefits program.
• Defined benefit pension plan.
• Employee share purchase plan.
• Vacation offering and wellbeing support.
• Moment Makers social recognition program.
• Purpose Day – a paid day off dedicated to personal growth and development.

Job Location:

Toronto – 81 Bay, 11th Floor

Employment Type:

Regular