Senior Tax Manager (Remote)

Senior Tax Manager – Remote (Ontario)

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About Our Client

Our client is a long-established, award-winning Chartered Professional Accounting firm serving individuals, privately owned businesses and not-for-profit organizations across Southern Ontario. The firm offers private client tax, assurance, business advisory and high net worth investment accounting services, with a strong emphasis on client service and long-lasting relationships. Its team of partners, associates and advisors is collaborative, growth-focused and committed to helping clients achieve their goals.

The Opportunity

Our client is seeking a Senior Tax Manager to play a critical role in the firm’s continued growth. This is a remote position and a senior member of the tax team, with clear upward potential. You will lead sophisticated tax planning for private clients and owner-managed businesses, grow a book of business and help shape the firm’s strategic direction.

Key Responsibilities

• Developing and implementing tax efficient strategies for:
• Incorporation of a business;
• Re-organization of a business (including integration with trusts);
• Purchase / Sale Transactions;
• Estate planning; and,
• Shareholder remuneration planning.
• Consistently providing flawless tax advisory services to clients;
• Developing and maintaining client relations and a strong book of business;
• Positively managing all aspects of client relationships, from business development to service delivery and maintenance;
• Consulting and directing multifaceted client engagements in a wide range of industries;
• Providing value added tax services to clients;
• Demonstrating an ability to anticipate outcomes and to adjust approaches and services accordingly;
• Supporting and implementing the firm’s strategic direction;
• Motivating a collaborative team culture;
• Mentoring and training junior team members, creating a sense of excitement and team, and fostering an environment of continuous learning;
• Reviewing work for completeness and accuracy (personal, corporate, trust, partnership);
• Servicing the planning and compliance needs of clients;
• Reviewing and supporting the preparation of various tax election forms;
• Supporting other team members with various income tax queries;
• Preparation and review of tax planning valuations;
• Developing billing proposals, managing ongoing work-in-progress, and generating client billings;
• Applying sophisticated knowledge of tax planning and consulting to the firm’s existing clients; and;
• Co-ordinating advice with advisors from other jurisdictions.

Education

• A CPA, CA designation;
• A CPA designation combined with a minimum of five years specializing in tax in a public accounting firm is also recognized; and,
• Completed, or nearly completed CPA Canada’s In-Depth Tax program, or completed a Master of Taxation degree.

Experience

• Progressive experience in a professional services environment, ideally servicing private clients and high net worth individuals;
• A true eye for simplifying technical concepts and being clear when providing verbal and written (English) technical tax advice; so that clients are able to understand the advice they are being given;
• Having the confidence to ask questions and seek advice of other professionals to ensure accurate, timely service to clients;
• Background in staying aggressively up-to-date on new tax law and legislation;
• A proven creative thought leader, and someone who knows that the details have to be right for the firm to be successful;
• Demonstrated ability to lead and support a team through mentoring and coaching;
• Excellent client relationship building skills;
• Proven ability to provide full spectrum tax advice and guidance ranging from domestic to foreign owned entities including corporate structures, mergers and acquisitions, divestitures, inventory and other tax accounting methods, financial reporting, earnings and profit analysis, as well as litigation support;

Personal/Professional Attributes

• A true team player and someone to whom clients are immediately drawn, and can trust;
• A superb communicator, both written and verbal;
• Someone who is fun and positive, and will incite enthusiasm, provide vision, create positive morale, model a high standard of professionalism, and ensures that the work is delivered in a timely and satisfactory manner;
• Demonstrated initiative and motivation toward continuous improvement of self and firm processes, and undying pride in work quality and job ownership;
• An “urgency to execute” attitude is essential;
• A high level of integrity, empathy, confidentiality, ethics, and a high client service orientation;
• A positive change agent – the ability and enthusiasm to question the status quo, identify areas for improvement, and recommend solutions;
• Openness to learning new skills and utilization of new tools; and,
• Values teamwork.

Why Consider This Role

• Remote flexibility with a respected, award-winning firm positioned for growth
• Senior role on the tax team with a clear path for advancement
• Collaborative, supportive professional culture
• Opportunity to make a visible impact on clients and the firm’s success