Location Address: 5 days in office
Contract Duration: ASAP to 07/31/2025
Extension: Yes
FTE: Possible
Number of Positions: 1
Schedule Hours: 9am-5pm, Monday-Friday
Typical Day in Role
• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Reviews tax returns prepared by Tax Administrators, and seasonal staff to ensure completeness and accuracy and to minimize risk.
• Prepares complex returns by proactively gathering or preparing all relevant supporting documentation, such as income statements, transactions, tax slips, capital gains & losses statements and fees charged.
• Secondary contact for all clients and partners. May be primary contact for a limited number of assigned clients.
• Proactively recognizes tax issues as they affect the client’s situation and ensures that the clients and our partners are made aware, as appropriate.
• Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas, while ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices, ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
• Champions a high performance environment and contributes to an inclusive work environment.
Candidate Requirements/Must Have Skills:
• 5-7 years experience as a Tax Accountant
• Prior Experience preparing and filing tax returns (corporate or personal)
• Prior experience working in a Financial Institution
Nice-To-Have Skills:
• Prior knowledge of Estate/Trust taxes
• Prior experience managing junior staff
Soft Skills:
• Strong written and verbal communications
• High attention to detail
• Ability to work in a fast paced environment
Best vs Average: The ideal candidate would have experience working in a high volume environment specifically preparing taxes during peak season.
Degrees or certifications:
• Bachelor’s degree in related field
Candidate Review & Selection
• Structure and Format: Two rounds Virtual