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Senior Tax Specialist / Tax Manager (6‑month contract)
Insight Global · Toronto
Description du poste
About the role
Insight Global is seeking a Senior Tax Specialist / Tax Manager on a six‑month contract to join the Tax Services team of a leading financial institution in Toronto. The role focuses on preparing and reviewing complex personal, estate and trust tax returns while providing technical guidance and mentorship to junior staff.
Key responsibilities
- Prepare and review complex tax returns, including T1 Personal, T1 Terminal (Final), T3 Trust and Estate, Graduated Rate Estates (GREs) and Rights or Things returns.
- Identify tax planning opportunities and ensure all compliance obligations are met.
- Review assessments, prepare adjustments, objections and clearance certificate requests.
- Conduct tax research and deliver technical advice on estate and trust taxation matters.
- Liaise with internal stakeholders, tax professionals and trust services teams to meet filing deadlines.
- Mentor, review and support junior team members.
- Assist with workflow management, process‑improvement initiatives and special projects.
Required profile
- Minimum 3 years of experience in accounting, tax, estate or trust taxation.
- Post‑secondary degree in Accounting, Finance or a related field.
- Demonstrated ability to work independently and manage multiple priorities.
- Leadership or mentorship experience supporting junior staff.
Required skills
- Hands‑on experience preparing T1 Personal, T1 Terminal and T3 Trust & Estate returns.
- Strong understanding of Graduated Rate Estates (GREs).
- Proficiency with Taxprep software.
- Advanced tax research, analytical and problem‑solving abilities.
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Insight Global
Toronto
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