Calgary - High Net Worth - Tax Manager

EY • Calgary, AB

8d • Onsite

About The Position

The Tax Manager role is part of EY's People Advisory Services practice. This role involves joining a team of subject matter specialists who advise organizations and high-net-worth individuals on compensation matters, domestic tax planning, estate and wealth transfer, and postmortem planning, with a specific focus on cross-border tax concerns. The position offers an opportunity to expand Canadian tax knowledge into niche areas of international tax, as well as compensation and rewards. The practice collaborates closely with EY Private Tax, Mobility, Transaction Tax, and International Tax groups across Canada and globally. This job posting relates to an existing vacancy within the organization.

Requirements

• An undergraduate or graduate degree in accounting or another appropriate academic major and CPA designation.
• 5 or more years of relevant Canadian tax experience gained in public practice or equivalent experience from industry with broad experience in domestic Canadian taxation and a willingness to expand into more complex technical areas.
• Enrolled in or completed the CPA In-Depth Tax Course, or another relevant qualification such as a Master of Taxation.
• Excellent interpersonal abilities and exceptional written and verbal communication skills.
• Strong organizational and time management skills, with the ability to thrive in a fast-paced, professional services environment.
• Collaborative and able to contribute in a team-oriented culture that fosters professional development.
• The drive to pursue and share knowledge to enhance professional growth and service delivery.
• Curiosity and a willingness to learn new complex tax concepts in a supportive environment.

Responsibilities

• Recommending and implementing tax strategies that align with the client's objectives.
• Corresponding with legal counsel and tax authorities on client issues.
• Reviewing Canadian personal, corporate, trust tax and information reporting returns, election forms and tax advisory memos.
• Identifying planning opportunities and preparing correspondence describing the income tax implications of transactions.
• Researching client issues that arise from planning or compliance work using a variety of online sources.
• Liaising with the client’s legal counsel and family office personnel.
• Reviewing personal, trust, and corporate tax returns and related compliance responsibilities.
• Liaising with the Canada Revenue Agency and relevant provincial ministries on client issues.
• Preparing or reviewing tax election forms.
• Assisting and managing the administration of personal and trust tax compliance seasons.
• Coordinating with other internal EY teams as required.
• Mentoring and coaching junior team members and actively participating in their technical development.

Benefits

• Competitive compensation package
• Discretionary bonus program
• Comprehensive medical, prescription drug and dental coverage plan
• Defined contribution pension plan
• Great vacation policy
• Firm paid days that allow you to enjoy longer long weekends throughout the year
• Statutory holidays
• Paid personal days (based on province of residence)
• A range of exciting programs and benefits designed to support your physical, financial and social well-being
• Support and coaching from engaging colleagues
• Learning opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you

What This Job Offers

• Job Type: Full-time
• Career Level: Manager