About The Position
As a Senior Tax Manager, you will be a part of our Private Tax practice. You will be part of a team that are subject matter specialists who provide advice to high-net-worth business owners and individuals on domestic and cross-border tax planning, estate, wealth transfer and postmortem planning, asset protection strategies and philanthropic planning. Our Private Tax team works closely with our family office services practice acting as the tax advisor to family offices. This opportunity is ideal for someone who is a dynamic and entrepreneurially motivated individual who wishes to grow a long-term career in advising high net worth business owners and individuals. As a Senior Tax Manager, you will be responsible for recommending and implementing tax strategies that align with the client's objectives, corresponding with legal counsel and tax authorities on client issues, assisting with reorganizations, researching compliance and planning issues and reviewing personal, corporate and trust tax returns.
Requirements
- An undergraduate or graduate degree in accounting and/or other appropriate academic major
- 7 years of relevant tax experience or equivalent experience in business or industry
- Possess a Canadian CPA
- Completed the In-Depth Tax Course (or equivalent)
- Ability to lead small, medium and large sized client engagements and interact effectively with clients and internal team members
- The successful candidate must lead by example and have proven leadership and people management skills
- Ability to research and write utilizing electronic tax tools
- Strong project management and organizational skills
- Ability to work with tight deadlines
- Process oriented with excellent documentation skills
- Excellent verbal and written communication skills
Nice To Haves
- Proactive attitude, commitment, and a highly motivated and driven team player
Responsibilities
- Identify planning opportunities and prepare correspondence describing the income tax implications of implementing transactions
- Research client issues that arise from planning or compliance work using a variety of on-line sources
- Coaching and mentoring more junior staff to execute assignments with accuracy and completeness
- Liaise with the client’s legal counsel
- Review personal, trust and corporate tax returns
- Liaise with Canada Revenue Agency and relevant provincial ministries on client issues
- Correspond with audit managers, staff and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
- Prepare tax election forms
- Assist and manage the administration of personal and trust tax compliance seasons
- Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products.
Benefits
- $5,000 per year for mental health support benefits
- Wellbeing benefit of $1,200/year
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What This Job Offers
Job Type
Full-time
Career Level
Senior
