Work Location:

Vancouver, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

-

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

TD Wealth Private Wealth Management provides the highest level of tailored advice and integrated wealth management solutions. Our goal is to help our clients and their families develop integrated, comprehensive, and customized financial solutions. At all times, our exceptional team of banking, estate planning, trust and investment professionals work together with our wealth partners to help our clients create wealth, preserve, and protect it, and pass it on to the generations that follow.

Tax Services is a department within TD Wealth Private Trust, a key business unit within TD Wealth Private Wealth Management, which provides tax return preparation and planning for estates and trusts, high net worth individuals and their families. Tax Services also provides bookkeeping and corporate tax services for clients with investment holding companies.

Job Description:

Reporting to the National Leader, Tax Services, the Tax Manager is responsible for the ongoing tax relationship management of an assigned group of corporate, personal, trust and estate tax clients, which includes ensuring that the tax returns are filed in an effective and timely manner.

The Tax Manager works closely with advisors and their clients, to identify appropriate tax planning opportunities, along with supporting external advisors throughout the implementation process carried out. The Tax Manager provides day-to-day direction and oversight to full-time analyst staff (CPAs and CPA Students).

Hybrid Scheduled Role:

Tax Managers split their work week between our TD Tower, Pacific Centre office location in Vancouver (3 days a week) and home office based on pre-scheduled days during a standard 37.5-hour work week. In addition, this role requires significant excess hours, during the very fast paced Trust and Personal Tax Filing Season (March & April).

Specific accountabilities include:

• Detailed review of date of death, estate, trust, personal income tax returns for assigned clients in a timely and accurate manner.

• Preparation or review of investment holding company returns, including the accounting and GIFI Financial Statements.

• Preparation of complex tax returns, as required, for senior tax management team.

• Client relationship management of assigned client files.

• Obtaining CRA Online access for private business interests held in Private Trust fiduciary accounts and performing duties as a delegated authority (Level 3) and/or signing officer of corporation.

• Operational oversight of a Senior Tax Analyst (CPA) and Analyst (CPA Student), as assigned.

• Providing second-level review of returns prepared by Analysts.

• Managing the risks associated with private businesses held in estates and trusts.

• Analyzing estate/trust-held private business financial results, including recommending and/or implementing any annual shareholder tax planning required.

• Handling the day-to-day tax administration and management of private businesses and holding companies in accordance with policies and procedures.

• Attend shareholders and directors' meetings.

• Reviewing corporate minutes, dividend payment analysis and providing recommendations.

• Analyzing pros and cons of winding company up compared to distributing shares or property to beneficiaries, including understanding of pipeline and hybrid scenarios.

• Assisting and liaising with external tax and legal advisors, with corporate tax planning, reorganizations, amalgamations, and wind-ups.

• Identifying need for business valuations and reviewing valuations prepared by external firms.

• Reviewing tax assessments and reassessments and making appeal/non-appeal recommendations to Senior Tax Manager.

• Preparing or reviewing tax risk analysis on estate distributions for sign off by Senior Tax Manager.

• Staying abreast of tax developments and conducting initial research on client tax matters.

• Maintaining a good working relationship with our TD Wealth partners for assigned client files.

Education/Accreditations:

• Accounting designation (CPA, CA, CMA, CGA).

• Enrollment in or completion of Trust & Estate Practitioner Designation (TEP).

• CICA In-Depth Course, preferred.

Qualifications/Skills/Experience:

• 5+ years as a professional accountant.

• Recent experience, in a relationship management role in a medium to large sized accounting firm or Trust Company.

• Experience reviewing personal, trust, estate, and investment holding company tax returns.

• Thorough understanding of personal and trust tax compliance requirements.

• Knowledge of personal and trust tax law.

• Excellent client management skills.

• Effective time management, organizational, and communication skills.

• A general understanding of cross-border US income and estate tax matters.

• Fluency in English and French, preferred.

TD Total Rewards:

• Base Salary + Employee Incentive Plan (performance bonus).

• Special Project Pay (SPP) for hours worked more than 37.5 hours/week, at 1.5x hourly effective rate, during the pre-defined busy season for the PT tax business. The pre-defined busy season period is reviewed annually and communicated to all qualifying tax employees prior to commencement.

• Benefits coverage (dental, medical, vision, mental health, registered massage therapy, life insurance).

• TD Pension Plan.

• TD Stock Employee Ownership Plan.

• TD Employee Future Builder; a voluntary savings plan.

• Employee product discounts (employee rates on mortgages, personal loans, credit cards, insurance, fitness, and no-fee banking)

• Training and development, including fully funded CPA Membership and Trust & Estate Practitioner (TEP) designation, along with accreditation renewals.

• Annual STEP conference for TEPs, including travel to, if necessary.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet