Intermediate Tax Specialist to support tax returns for complex Estate and Trust accounts - 99403
S.i. Systems
Job Description
Request ID: -1
Start/End Dates: -02-23 - -08-22
Duration: 6 months
Work Location (Tax): 81 Bay 11th Floor
Remote/Hybrid: Hybrid. 3 days per week in office to start.
Job Description:
The Tax Specialist will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. The Tax Specialist fulfills a variety of income tax compliance, planning and administrative functions.
How You’ll Succeed
• Obtain 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
• Review assessment notices and prepares adjustment requests, ...