About

• At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
• Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
• Tax Associate, Tax Preparation Services - 2 Month Contract
• How does the role impact the organization?
• We are currently seeking seasonal Tax Associates to provide support during periods of high volume for a duration of 1-2 months in the month of March and April. This role is primarily responsible for the preparation of Personal (T1) and or Trust(T3) tax returns of Raymond James clients.
• What will your role be responsible for?
• Preparation of personal tax returns for Raymond James investment clients in a timely and accurate manner
• Gathering information from client, CRA online portal and internal reports
• Preparation of electronic working paper files of all tax documentation used to support the tax return for senior level review, prior to filing
• Corresponding with clients or Financial Advisors/Agents to identify and obtain missing information
• Handling and responding to email enquiries related to tax returns

• What do we expect from you?

To qualify for this opportunity you possess

• Working towards or completion of a post-secondary degree
• Recent experience in Canadian tax preparation of Personal (T1) returns and experience in preparing Trust(T3) returns will be an asset
• Experience with CCH TaxPrep, CRA Represent a Client, MS Office and Adobe Acrobat
• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills;

We encourage our associates at all levels to

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
• At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
• Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
• Salary Range: BC (based on Education, Work Experience, etc) $25/hour to $28/hour