Senior Tax Specialist

Our client, a leading financial institution, is seeking a Senior Tax Specialist for a 6-month contract, with the possibility of extension or conversion to full-time based on business needs and performance. This is a hybrid role based downtown requiring 3 days per week in office. The successful candidate will support day-to-day Estate & Trust tax work, with peak overtime expected during March and April. Responsibilities

• Manage, mentor, and train junior staff supporting Estate & Trust tax services.
• Prepare and review complex personal, estate, and trust tax filings, including T1, T1 Terminal (Final), T3 Trusts, and GRE returns.
• Oversee timely and accurate completion of Estate & Trust tax compliance requirements.
• Gather and analyze client information to prepare complex returns with minimal oversight.
• Assign, review, and monitor tax filings to ensure compliance and optimize tax credits.
• Liaise with internal tax teams, trust staff, clients, and external professionals to resolve tax matters and ensure timely filings.
• o Conduct tax research to address issues, support planning opportunities, and provide technical guidance.
• Review CRA assessments and prepare adjustments, objections, and Clearance Certificate requests.
• Respond to CRA information requests and support audit-related inquiries.
• Participate in special projects and take ownership of assigned tax initiatives.

Must-Have Skills

• 3-5+ years of experience in an accounting or tax-related role.
• Strong hands-on experience preparing T1, T1 Terminal (Final), and T3 Trust & Estate returns.
• Familiarity with Graduated Rate Estates (GREs) and related tax considerations.
• Post-secondary degree in Accounting or equivalent discipline.
• Experience using tax preparation software in a paperless environment.
• Strong technical expertise and the ability to conduct tax research independently.
• Demonstrated leadership skills including decision-making, workload management, and staff oversight.

Nice-to-Have Skills

• CPA designation (completed or in progress).
• STEP, CSI, or Taxation coursework or accreditation.

If you are interested & qualified for this opportunity, please send your updated resume in MS Word format to View email address on ifg-global.com For other opportunities please visit today!