A career as a Senior Analyst – Accounting at National Bank gives you the opportunity to live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By adopting a friendly approach and providing high-quality advice, you will offer clients a people-centric experience and help them reach their business goals.

This position reports to the Senior Manager – Business Strategy and Specialized Administration. 

You will serve as an expert within the team by efficiently handling our clients’ files, proactively identifying the needs of customer service teams, advising them on a variety of files and making relevant recommendations. 

You’ll stand out for your expertise in handling complex files and your commitment to providing an exemplary client experience. Your engagement and desire to help optimize the team’s working methods will set you apart.

More specifically, you will have the following responsibilities:

• 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
• Take charge of monthly planning, production and follow-up for estate tax returns (T3 and TP646) and notices of assessment
• Respond to requests for documents and information from Revenu Québec and the Canada Revenue Agency 
• Produce various administrative and tax forms (request for loss carryback, request for donations carry-forward, request for adjustment, etc.) and follow up on them with government tax authorities
• Perform reconciliation (financial statements or distributions) for estate files
• Perform annual reconciliation for incapacity files (tutorship, curatorship and protection mandate)
• Provide technical expertise as part of projects and in response to operational problems encountered
• 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 within the sector related to your area of expertise

• Bachelor’s degree in accounting and three years of relevant experience
• Experience in individual, estate and trust taxation
• Experience in an accounting firm, an asset 
• Knowledge of the organizational complexities of a major financial institution
• Ability to work in a team
• Ability to quickly grasp complex problems and handle information from a variety of sources
• Ability to suggest innovative approaches
• Bilingualism, both spoken and written (English and French)

Specific knowledge:
Advanced intermediate proficiency with Excel 
Proficiency with TAXPREP software (trusts and personal)

Want to learn more about the position? 

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic