Personal Accounting and Estate Analyst

Attendance

Hybrid

Job number

23487

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

25-Nov-2024

Location: Montreal, Quebec

City

Montreal

Province/State

Quebec

Area of Interest: Finance and accounting

As a Personal Accounting and Estate Analyst in the Accounting team at National Bank Trust/Natcan Trust Company (NBT), you’ll be a tax expert working on estate and trust files. In this role, you’ll have a positive impact on the organization by leveraging your expertise as you handle complex files and demonstrate your commitment to providing an exemplary client experience. Your engagement, management of deadlines and desire to help optimize the team’s working methods will set you apart.

Your role

Search for, obtain and analyze tax slips to produce T3 and TP646 annual tax returns for estate files
Monitor book values of investments held by estates including the calculation of reinvested income, dividends, interest, foreign income, purchases, sales, capital gains and losses, foreign tax, return of capital and fees
Make accounting entries, produce and cash cheques, send returns and monitor their processing by communicating with government tax authorities
Perform reconciliation (financial statements or distributions) for estate files and incapacity files (tutorship, curatorship and protection mandate)
Support and take charge of certain estate settlement files (end-to-end process for files, i.e., obtaining assets, inventory of assets, taxes at death and distribution)
Support the production of T1 tax returns for individual clients (incapacity files managed by NBT)
Take charge of various initiatives and projects within the sector related to your area of expertise

Your team

Within the Trust Services sector, you are part of a team dedicated to the administration of estates and trusts and report to the account manager for the outside of Quebec clients while being in constant collaboration with colleagues from other regions. Our team stands out for its expertise in tax and offering an exemplary client experience. We offer the possibility of working in hybrid mode so you can better manage your work-life balance.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as estate files and how to handle tax requests related to estate files to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

College diploma completed or any academic equivalent in a related field
Experience in individual, estate, and trust taxation
Ability to provide advice to our stakeholders
Ability to quickly grasp complex problems and handle information from a variety of sources
Proficient Microsoft Office user, in particular Excel
Proficiency with TAXPREP software (trusts and personal)

Languages:

English, French

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

Accounting Agility Client-focused Empathy Estate Tax Planning Income Tax Initiative Learning Agility Microsoft Excel Organization Skills Resiliency T1 Tax Accounting Teamwork Trust Services

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?