Associate, Tax Preparation Services

Associate, Tax Preparation Services – 2 Month Contract

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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.

We are currently seeking seasonal Tax Associates to provide support during periods of high volume for a duration of 1–2 months in March and April. This role is primarily responsible for the preparation of Personal (T1) and Trust (T3) tax returns for Raymond James clients.

• Preparation of personal tax returns for Raymond James investment clients in a timely and accurate manner.
• Gathering information from client, CRA online portal and internal reports.
• Preparation of electronic working paper files of all tax documentation used to support the tax return for senior level review, prior to filing.
• Correspondence with clients or Financial Advisors/Agents to identify and obtain missing information.
• Handling and responding to email enquiries related to tax returns.

• Working towards or completion of a post‑secondary degree.
• Recent experience in Canadian tax preparation of Personal (T1) returns and experience in preparing Trust (T3) returns is an asset.
• Experience with CCH Tax Prep, CRA Represent a Client, 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.
• Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills.

• 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.

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. Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.

To request accommodations, candidates should contact Human Resources via email at

Salary Range: BC (based on Education, Work Experience, etc) $25/hour to $28/hour

Job: Operations

Primary

Location:

CA-BC-Vancouver-Vancouver

Organization: Operations

Schedule: Full-time

Status: Permanent Full-Time

Entry level

Contract

Accounting/Auditing and Finance