At a Glance
- Tasks: Analyze tax slips and produce annual tax returns for estate files.
- Company: Join National Bank Trust, a people-first organization with a dynamic culture.
- Benefits: Flexible benefits, health programs, and a generous pension plan.
- Other info: Hybrid work model and ongoing training opportunities for personal growth.
- Why this job: Make a positive impact while mastering your skills in a supportive environment.
- Qualifications: Bachelor’s degree in accounting and three years of relevant experience.
The predicted salary is between 66150 - 80850 $ per year.
As a Senior Analyst in the Trust services team at National Bank Trust (NBT), you’ll be a tax expert working on estate and trust files. In this role, you’ll have a positive impact on the organization by leveraging your expertise as you handle complex files and demonstrate your commitment to providing an exemplary client experience. Your engagement, management of deadlines and desire to help optimize the team’s working methods will set you apart.
Your role includes:
- Search for, obtain and analyze tax slips to produce T3 and TP646 annual tax returns for estate files.
- Monitor book values of investments held by estates including the calculation of reinvested income, dividends, interest, foreign income, purchases, sales, capital gains and losses, foreign tax, return of capital and fees.
- Make accounting entries, produce and cash cheques, send returns and monitor their processing by communicating with government tax authorities.
- Perform reconciliation (financial statements or distributions) for estate files and incapacity files (tutorship, curatorship and protection mandate).
- Support and take charge of certain estate settlement files (end-to-end process for files, i.e., obtaining assets, inventory of assets, taxes at death and distribution).
- Support the production of T1 tax returns for individual clients (incapacity files managed by NBT).
- Take charge of various initiatives and projects within the sector related to your area of expertise.
Your team consists of six colleagues reporting to the director, trust services – estate settlement. Our team stands out for its expertise in tax and offering an exemplary client experience. We offer the possibility of working in hybrid mode so you can better manage your work-life balance. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as estate files and how to handle tax requests related to estate files to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.
Prerequisites:
- Bachelor’s degree in accounting or any other relevant field and three years of relevant experience.
- Experience in individual, estate, and trust taxation.
- Ability to provide advice to our stakeholders.
- Ability to quickly grasp complex problems and handle information from a variety of sources.
- Proficient Microsoft Office user, in particular Excel.
- Proficiency with TAXPREP software (trusts and personal).
Your benefits include competitive compensation and a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
- Health and wellness program, including many options.
- Flexible group insurance.
- Generous pension plan.
- Employee Share Ownership Plan.
- Employee and family assistance program.
- Preferential banking services.
- Involvement in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.
We value employees’ ideas. Regular feedback and ongoing communication are encouraged. We aim to provide a barrier-free and accessible environment to all employees. We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!
Senior Analyst Accountant in Montréal employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
