Job Description
Area of Interest: Finance and accounting
A career as a Senior Analyst in the Accounting team at National Bank Trust (NBT) means acting as a tax expert in estate and trust files. In this role you can leverage your expertise in handling complex files and your commitment to providing an exemplary client experience to have a positive impact on the organization. Your engagement and desire to help optimize the team’s working methods will set you apart.
- 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 within the sector related to your area of expertise
Your team
You will be part of a team of 6 colleagues in the Accounting sector of National Bank Trust, and will report to the Director of Accounting and Origination. Our team stands out for its expertise in tax and offering an exemplary client experience. To contribute to your quality of life we offer a hybrid work model to better manage family and work life balance.
Our training programs use on-the-job training to help 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 similar and 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
- Proficiency with Microsoft Office, more specifically Excel
- Proficiency with TAXPREP software (trust and personal)
Skills
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Accounting Analytical Skills Client-focused Communication Estate Tax Planning Income Tax Initiative Microsoft Excel Organization Skills Resiliency Tax Tax Accounting Tax Preparation Teamwork Trust Services
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Your benefits
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In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.- 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
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
We're putting people first:
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We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us,and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
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