Fiduciary Tax Specialist

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 Job Description Fiduciary and Tax Services provides required tax reporting to various tax authorities and clients for Agency, IRA and trust accounts. JOB PURPOSE The Tax Associate supports the Tax Director in day to day tax reporting activities, responds to inquiries from CIBC colleagues and other matters necessary for CIBC to fulfil its duties as trustee and co-trustee of both revocable and irrevocable trusts. KEY ACCOUNTABILITIES Supporting the Tax Director. Process and remit tax payments to IRS and other tax authorities, including IRA withholding, NRA withholding, and estimated tax payments File hardcopy tax returns and tax payments with IRS and other tax authorities Working with tax vendors in the delivery of timely tax information and reporting Review tax letters/returns for accuracy that are prepared by outside tax vendor Communicating with tax vendor and CIBC constituents using phone, email and other devices Consultation with tax authorities and CIBC colleagues on tax matters Review and maintenance of tax specific transactions and records Tax research, analysis, and interpretation for purposes of compliance with laws and regulations Review of new accounts in trust accounting system for proper beneficiary, tax situs and tax filing types Assist with implementation of tax technology Other assignments as appropriate CROSS-FUNCTIONAL RELATIONSHIPS Professionalism, strong organizational and communication skills are needed in order to successfully build relationships with Outsourcing Tax Vendor and members of Senior Management, RM Professionals in the US and Canada, Client Service Teams, Enterprise Support and other members of the CIBC organization. The job interacts regularly with each of these for the purpose of providing and obtaining critical, confidential data. Discretion and professional judgment are paramount. COMPLIANCE REQUIREMENTS/RESPONSIBILITIES As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls JOB DIMENSIONS The Tax Associate primarily supports the US Wealth Management business with offices throughout the United States, with periodic travel to offices. Minimal travel is required. KNOWLEDGE AND SKILLS Minimum of Bachelor’s Degree required in accounting or finance; C.P.A., E.A., J.D. or Master Degree preferred. Prior work experience desired. OneSource Trust Tax Insight; EFTPS, Experience with SEI SWP or other trust accounting system In addition, working knowledge of Microsoft Office is necessary for the purpose of performing tasks, recording findings and communicating results. Ability to multi-task with strong attention to details and accuracy. 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 health benefits program, defined benefit pension plan, an employee share purchase plan and Moment Makers, 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 California residents — your privacy rights regarding your actual or prospective employment 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. Job Location MA-100 Federal Street, 19th Fl Employment Type Regular Weekly Hours 40 Skills Microsoft Excel, OneSource, Tax Filings 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.