Tax Clerk, Private Trust

Work Location:

Vancouver, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$45,700 - $61,000 CAD

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 Manager of Operations, with operational oversight by the Tax Administrator, the Tax Clerk is primarily responsible for supporting the tax administration team throughout the year.

This role requires you to be on site at our TD Tower, Pacific Centre office location in Vancouver BC, Monday to Friday (37.5 hours a week) and may include working paid overtime of up to 10 hours/week, during the very fast-paced Personal Tax Filing Season (April).

Key accountabilities include:

• Assisting the Tax Administrator with the processing of tax department fees, client tax payments and ensuring strip lists are completed accurately.

• Monitoring office phone lines and ensuring voicemails are responded to and/or forwarded to staff.

• Receiving tax correspondence for distribution to the appropriate team for review and action.

• Retrieving mail from the Post Office, including scanning, logging, and filing of the documents in the client folder, along with informing the tax team of any correspondence requiring immediate attention.

• Keeping internal control lists up to date and assisting Tax Administrator with monitoring the generic email boxes.

• Entering tax refunds into cheque logs, scanning, saving in client folder and sending to operations for deposit into client's bank account.

• Co-ordinating the quarterly tax instalment process, including review of amounts with CRA online.

• Planning and executing team gatherings, meetings, overtime meals, and other employee events.

• Ensuring policies, procedures, and instructions are always followed.

• Maintaining organization of the office, including mail and file rooms, including filing any hard copy items.

• Performing other duties and special projects as assigned.

Other Qualifications/Skills/Experience:

• Effective time management, organizational, and communication skills (oral and written).

• Excellent computer skills, experience with Excel, PowerPoint, Word, and Adobe Professional.

• Knowledge in Microsoft Copilot agents to automate tasks, save time, and improve productivity.

• Experience with CCH Taxprep software, CRA's EFILE Online and Represent a Client system.

• Background working in a professional tax services environment, preferred.

• Fluency in both English and French, an asset.

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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