Tax Clerk, Private Trust

Work Location: Vancouver, British Columbia, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: $45,700 - $61,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

TD Wealth Private Wealth Management provides the highest level of tailored advice and integrated wealth management solutions. Our goal is to help our clients and their families develop integrated, comprehensive, and customized financial solutions. At all times, our exceptional team of banking, estate planning, trust and investment professionals work together with our wealth partners to help our clients create wealth, preserve, and protect it, and pass it on to the generations that follow.

Tax Services is a department within TD Wealth Private Trust, a key business unit within TD Wealth Private Wealth Management, which provides tax return preparation and planning for estates and trusts, high net worth individuals, and their families. Tax Services also provides bookkeeping and corporate tax services for clients with investment holding companies.

• Assisting the Tax Administrator with the processing of tax department fees, client tax payments and ensuring strip lists are completed accurately.
• Monitoring office phone lines and ensuring voicemails are responded to and/or forwarded to staff.
• Receiving tax correspondence for distribution to the appropriate team for review and action.
• Retrieving mail from the Post Office, including scanning, logging, and filing of the documents in the client folder, along with informing the tax team of any correspondence requiring immediate attention.
• Keeping internal control lists up to date and assisting Tax Administrator with monitoring the generic email boxes.
• Entering tax refunds into cheque logs, scanning, saving in client folder and sending to operations for deposit into client's bank account.
• Co-ordinating the quarterly tax instalment process, including review of amounts with CRA online.
• Planning and executing team gatherings, meetings, overtime meals, and other employee events.
• Ensuring policies, procedures, and instructions are always followed.
• Maintaining organization of the office, including mail and file rooms, including filing any hard copy items.
• Performing other duties and special projects as assigned.

• Effective time management, organizational, and communication skills (oral and written).
• Excellent computer skills, experience with Excel, PowerPoint, Word, and Adobe Professional.
• Knowledge in Microsoft Copilot agents to automate tasks, save time, and improve productivity.
• Experience with CCH Taxprep software, CRA's EFILE Online and Represent a Client system.
• Background working in a professional tax services environment, preferred.
• Fluency in both English and French, an asset.

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…