Job Description

Company Overview

Our Values
At TD we\'re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes \xe2\x80\xa6 because when colleagues feel their best, they\'re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they\'ll always have access to the TD community and experience our culture of care.

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. Every day, we deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is a customer obsessed organization, and we are deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you\'ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we\'re here to support you towards your goals. As an organization, we keep growing - and so will you.

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 Requirements

Education/Accreditations:

• Accounting designation (CPA, CA, CMA, CGA).
• Enrollment in or completion of Trust & Estate Practitioner Designation (TEP).
• CICA In-Depth Course, preferred.

Qualifications/Skills/Experience:

• 5+ years as a professional accountant.
• Recent experience, in a relationship management role in a medium to large sized accounting firm or Trust Company.
• Experience reviewing personal, trust, estate, and investment holding company tax returns.
• Thorough understanding of personal and trust tax compliance requirements.
• Knowledge of personal and trust tax law.
• Excellent client management skills.
• Effective time management, organizational, and communication skills.
• A general understanding of cross-border US income and estate tax matters.
• Fluency in English and French, preferred.

Hours

37.5

Job Details

Reporting to a Senior Tax Manager (people manager), the Tax Manager is responsible for the ongoing tax relationship management of approximately five hundred (500) personal, trust and estate tax clients, which includes ensuring that the tax returns are filed in an effective and timely manner.
The Tax Manager works closely with advisors and their clients, to identify appropriate tax planning opportunities, along with supporting external advisors throughout the implementation process carried out. The Tax Manager provides day-to-day direction and oversight to full-time Senior Tax Analysts staff, as well as temporary tax season preparers.
Hybrid Flexible Role:

Tax Managers split their work week between our TD Tower, Pacific Centre office location in Vancouver (3 days a week) and home office based on pre-scheduled days during a standard 37.5-hour work week. In addition, this role requires significant excess hours, during the very fast paced Trust and Personal Tax Filing Season (i.e., March 1st to April 30th). We offer a flexible work environment outside of tax season.

Specific accountabilities include:

• Detailed review of date of death, estate, trust, personal income tax returns for assigned clients in a timely and accurate manner.
• Preparation of complex tax returns, as required, for senior tax management team.
• Client relationship management of assigned client files.
• Operational oversight of a Senior Tax Analyst (CPA) and Tax Season contractor(s), as assigned.
• Providing second-level review of returns prepared by Analysts.
• Reviewing tax assessments and reassessments and making appeal/non-appeal recommendations to Senior Tax Manager.
• Preparing or reviewing tax risk analysis on estate distributions for sign off by Senior Tax Manager.
• Staying abreast of tax developments.
• Conducting initial research on basic tax matters.
• Tax planning on less complicated client files.
• Preparation or review and filing of investment holding company returns, including the accounting and GIFI Financial Statements.
• Assisting external tax and legal advisors, with corporate tax planning, reorganizations, amalgamations, and wind-ups.
• Maintaining a good working relationship with our TD Wealth partners for assigned client files.

Workplace Model

Hybrid

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we\'re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We\'re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We\'re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That\'s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It\'s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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!

Additional Information

TD Total Rewards:

• Base Salary + Employee Incentive Plan (performance bonus).
• Special Project Pay (SPP) for hours worked in excess of 37.5 hours/week, at 1.5x hourly effective rate, during the pre-defined busy season for the PT tax business. The pre-defined busy season period is reviewed annually and communicated to all qualifying tax employees prior to commencement.
• Benefits coverage (dental, medical, vision, mental health, registered massage therapy, life insurance).
• TD Pension Plan.
• TD Stock Employee Ownership Plan.
• TD Employee Future Builder; a voluntary savings plan.
• Employee product discounts (employee rates on mortgages, personal loans, credit cards, insurance, fitness and no-fee banking)
• Training and development, including fully funded CPA Membership and Trust & Estate Practitioner (TEP) designation, along with accreditation renewals.
• Annual STEP conference for TEPs, including travel to, if necessary.

Business Line

TD Wealth

Job Category - Primary

Wealth Management

Job Category(s)

Wealth Management

Job Family

Private Trust

Time Type

Full Time

Employment Type

Regular

Pay Details

We\'re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

TD Bank