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Manager Tax CIBC Trust

3 months ago

California, United States Canadian Imperial Bank of Commerce Full time

What You’ll Be Doing Reporting to the Director, Tax Services, the Manager tax trust services will be responsible for managing new and junior staff, training sessions, prepare complex tax returns and oversee/review tax returns. Ensure effective and timely completion tax returns for complex Estate and Trust accounts and 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 Client engagement

Understanding the business structure and associated risks. Gather relevant information for complex return preparation. Compliance identification, assign and review in a timely manner

Performs calculations, completes required schedules, and organizes the information for complex returns without additional oversight. Relationship building

Liaise with Tax team, 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. Subject Matter Expertise

Technical expertise in estate and trust taxation. Accurately reviews personal, Estate and trust income tax returns and schedules. Identify post-mortem and other tax planning opportunities. Act as a technical tax resource to the Executive Trust Associate Team and tax team personnel. Review assessment notices and prepares adjustment, objection notices and Clearance Certificate requests for filing. Correspond with the CRA to ensure any requests for information are provided. Review complex tax returns such as GRE’s and terminal T1 returns, rights or things. Leadership capabilities

Participate in Special Projects as assigned. Ability to manage and train junior staff. Ability to take ownership of assigned projects with limited supervision. Who You Are 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. Well-developed communication skills sufficient to interact effectively with clients, professionals, and small groups. Ability to coordinate multiple activities simultaneously with time management components and influence the delivery of responses from various parties. You’re goal-oriented

You are motivated by accomplishing your goals and delivering your best to make a difference. You have the ability to coordinate multiple activities simultaneously with time management components and influence the delivery of responses from various parties. You give meaning to data

You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. You can demonstrate experience in

helping manage workloads, taking full ownership, working independently, prepare and review tax teams of T1, T1 terminal (final), T3 trusts and estate returns. Assistance with outsourcing tax returns/identify tax planning opportunities. Familiarity with graduated rate estates and exceptional writing skills sufficient to prepare various communications containing detailed descriptions, explanations, and specialized Estates & Trusts terminology.

It’s an asset if

you have strong tax research and computer skills and the ability to work paperless and Tax prep software. You’re a certified professional. CPA/CA

You have current accreditation and good standing in STEP, CSI, or Taxation Courses. You have a degree/diploma in

Accounting. Values matter to you

You bring your real self to work, and you live our values - trust, teamwork, and accountability. 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, 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 Primary Recruiter Dara Larocque Skills Analytical Thinking, Business Effectiveness, Client Relationship Management, Communication, Detail-Oriented, Process Improvements, Relationship Management, Teamwork At CIBC, we are in business to help our clients, employees, and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork, and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees, and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals because what matters to our clients matters to us.

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