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 feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You’ll Be Doing
Reporting to the Director, Tax Services, the Tax Officer will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. The Tax Officer fulfills a variety of income tax compliance, planning and administrative functions.
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
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
You have post-secondary education 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.
What CIBC Offers
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
Connect : Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training
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 during the application or interview process, please contact Mailbox.firstname.lastname@example.org
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
Expected End Date
Toronto-161 Bay St, 23th Floor
Temporary (Fixed Term)