Tax Specialist, Tax Preparation Services – 2 Month Contract

How does the role impact the organization?

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

What Will Your Role Be Responsible For

• Reviewing personal tax returns for Raymond James investment clients in a timely and accurate manner
• Reviewing information gathered from clients, CRA online portal and internal reports
• Reviewing electronic working paper files of all tax documentation used to support the tax return, prior to filing
• Providing review notes to tax return preparers and ensuring outstanding issues are resolved prior to filing
• Corresponding with clients or Financial Advisors/Agents to discuss outstanding information