Seasonal Tax Associate at Raymond James

Engage as a Seasonal Tax Associate with Raymond James, providing crucial support for T1 tax preparation during peak periods. This contract role requires a strong focus on accuracy and client communication.

Raymond James is seeking Tax Associates to assist during March and April, specially focused on the preparation of Personal (T1) tax returns for clients. Candidates should gather data from clients and the CRA online portal, while preparing working papers for review. Excellent attention to detail is essential, alongside the ability to handle client correspondence effectively.

Key Responsibilities:

• Prepare Personal (T1) tax returns accurately and timely

• Gather essential information from clients and internal reports

• Prepare electronic working papers for senior review

• Correspond with clients and advisors to obtain missing info

• Manage email inquiries related to tax returns

Requirements:

• Post-secondary education in progress or completed

• Recent Canadian tax preparation experience required

• Familiarity with CCH Tax Prep and MS Office

• Proven ability to meet deadlines in high-volume settings

• Excellent communication and relationship management skills

Contribute your tax preparation expertise to assist Raymond James clients during important tax seasons.