We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

Reporting to the Director, Tax Services, the Specialist, will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. You will fulfill a variety of income tax compliance, planning and administrative functions.  

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

Tax Acumen - Obtains information (from clients, internal and external sources) required to prepare and file income tax returns. Performs calculations, completes required schedules and organizes the information for complex returns. Accurately prepares personal, Estate and Trust income tax returns and schedules. Identifies  post-mortem and other tax planning opportunities. Acts as a technical tax resource to the ETA Team. Reviews assessment notices and prepares adjustment requests, objection notices and Clearance Certificate requests for filing. Corresponds with the CRA to ensure any requests for information are provided.  

Collaboration - Liaises with CIBC Trust staff, outside tax professionals, and clients to ensure that: income tax filing requirements for more complex returns are met on a timely basis; taxation issues are explained and resolved; and, tax strategies are implemented effectively.

Training - Train and oversee seasonal staff, develop/present tax training seminars for trust staff and identify tax planning opportunities for outsource including other tax returns.

Who You Are

You have a degree/diploma in accounting or equivalent work experience.

You’re a certified professional. You have completed or are working towards Chartered Professional Accountant (CPA) and have completed STEP, CSI or Taxation Courses.

You can demonstrate experience with T1, T3 trusts and estate returns and graduated rate estates.

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-81 Bay, 11th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Tax Compliance, Tax Filings, Tax Planning, Work Collaboratively