Senior Accountant

Job Description

Senior Accountant – Trusts & Estates (T3)

Reporting to: Director, Tax Services

We’re looking for a Senior Accountant with deep experience in Trusts & Estates to play a key role in delivering high-quality tax services for complex T3, estate, and terminal returns. This is a hands-on role with leadership exposure, technical depth, and the opportunity to mentor and influence junior team members.

If you enjoy complex tax work, collaborating with professionals, and being trusted to own files end-to-end — this role is for you.

Technical & Client Work

• Prepare and review complex Trust, Estate, GRE, and terminal T1 returns
• Manage post-mortem and estate tax planning opportunities
• Review assessments, prepare adjustments, objections, and Clearance Certificate requests
• Liaise directly with CRA, clients, trust officers, and external tax professionals
• Ensure all compliance obligations are met accurately and on time, with full credit optimization

Leadership & Oversight

• Review work completed by junior staff and provide coaching and guidance
• Train and mentor new and developing team members
• Assign, monitor, and manage workloads to ensure deadlines are met
• Take ownership of assigned projects with minimal supervision
• Participate in special projects and process improvements as needed

Collaboration & Relationships

• Partner closely with internal tax teams and Trust professionals
• Explain complex tax matters clearly to non-technical stakeholders
• Build strong, trusted relationships with clients and internal teams

What Makes You a Great Fit

You Are:

• Client-focused – You care about delivering the right solution, not just checking the box
• Detail-driven and organized – You manage multiple priorities with confidence
• Technically strong – You enjoy solving complex tax problems and explaining them clearly
• A natural mentor – You like helping others grow and succeed
• Comfortable owning files from start to finish

Your Experience & Qualifications

Must-Have

• 3–5+ years of experience in tax or accounting, with strong exposure to Trusts & Estates
• Hands-on experience preparing:
• T1 personal returns
• T1 terminal (final) returns
• T3 Trust & Estate returns
• Familiarity with Graduated Rate Estates (GREs)
• Experience using tax preparation software
• Strong tax research, technical analysis, and problem-solving skills
• Ability to lead, review work, and make sound decisions
• Post-secondary degree or diploma in Accounting (or equivalent)

Nice-to-Have

• CPA designation (or actively working toward it)
• STEP, CSI, or advanced taxation coursework
• Experience working in a paperless environment
• Exposure to outsourcing or workflow optimization initiatives