Estate/Trust Tax Technician

Posted on September 19, 2018. Region: Brandon, MB


Position Summary

BDO Canada is currently hiring a full-time permanent Estate/Trust Tax Technician within our Brandon Office. The successful candidate will work with Managers and other team members on tax compliance and consulting engagements.

Key Accountabilities and Responsibilities

  • Responsible for the preparation of T1 terminal tax returns
  • Responsible for the preparation of T3 estate tax returns and T3 family trust returns
  • Responsible for the preparation of any adjustments required to T1 terminal tax returns and T3 estate returns
  • Communicate with lawyers regularly to provide fee quotes, answer questions and advise on holdback amounts
  • Communicate with executors of the estates to obtain information, answer questions, and follow up as required
  • Meet with executors to sign and discuss documentation required
  • Maintain a good tracking system to ensure that all files are being followed up regularly and to ensure that filing deadlines are met
  • Communicate with Canada Revenue Agency as required to discuss estates and follow up on filings
  • Apply for and follow up on clearance certificates required for estates
  • Assist in developing and implementing effective processes as and when required
  • Prepare invoices for estate

Education and Professional Skills/Knowledge

  • Experience using software such as: Tax Prep, Caseware and Microsoft Office Suite
  • A college or university accounting diploma or certificate an asset
  • Strong attention to detail
  • Ability to prioritize and manage multiple projects and deadlines
  • Strong communication skills: both verbal and written
  • Available to work overtime as required
  • Able to work in a fast-paced environment

Why Work for BDO?

  • BDO is the 5th largest accounting and advisory firm in the world
  • At BDO we consider our people to be our most valuable asset; we offer the opportunity to grow and develop in an innovative and collaborative environment.
  • We offer an unmatched degree of flexibility to help you professionally and personally succeed
  • We provide competitive salaries, a flexible benefits package and a matching RRSP option
  • Opportunity to work with like-minded individuals to support career development
  • BDO is actively involved in our communities by supporting local charity initiatives, FCC’s “Drive Away Hunger”, Children’s Miracle Network and United Way

Our Vision:

The best professional services firm in the mid-market.


148-10th Street
Brandon, MB

Job type: Full-time

Contact Information

Shannon Lapp
Email: [email protected]

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