Job Information
CIBC Specialist, Tax Services (9 Month Contract) in Toronto, Ontario
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)
What You’ll Be Doing
Reporting to the Director, Tax Services, the Specialist, Tax Services will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. The Specialist, Tax Services fulfills a variety of income tax compliance, planning and administrative functions.
At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-2 days per week on-site, while other days will be remote.
How You’ll Succeed
Tax Acumen - Obtains information (from clients, internal and external sources) required to prepare and file income tax returns. Performs calculations, completes required schedules and organizes the information for complex returns. Accurately prepares personal, Estate and Trust income tax returns and schedules. Identifies post-mortem and other tax planning opportunities. Acts as a technical tax resource to the ETA Team. Reviews assessment notices and prepares adjustment requests, objection notices and Clearance Certificate requests for filing. Corresponds with the CRA to ensure any requests for information are provided.
Collaboration - Liaises with CIBC Trust staff, outside tax professionals, and clients to ensure that: income tax filing requirements for more complex returns are met on a timely basis; taxation issues are explained and resolved; and, tax strategies are implemented effectively.
Training - Train and oversee seasonal staff, develop/present tax training seminars for trust staff and identify tax planning opportunities for outsource including other tax returns.
Who You Are
You have a degree/diploma in accounting or equivalent work experience.
You’re a certified professional . You have completed or are working towards Chartered Professional Accountant (CPA) and have completed STEP, CSI or Taxation Courses.
You can demonstrate experience with T1, T3 trusts and estate returns and graduated rate estates.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
*Subject to program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Expected End Date
2025-06-30
Job Location
Toronto-81 Bay, 11th Floor
Employment Type
Temporary (Fixed Term)
Weekly Hours
37.5
Skills
Client Service, Customer Experience (CX), Tax Compliance, Tax Filings, Tax Planning, Work Collaboratively
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.