About this Job:
Role and Responsibilities:
· Lead tax consulting engagements including corporate reorganizations, estate freezes, estate litigation and other general tax planning.
· Research and analyze technical tax topics.
· Review tax models to illustrate the potential tax savings from proposed tax plan.
· Review tax compliance and election forms arising out of tax planning engagements.
· Assist in reviewing legal documents from tax perspective to implement proposed reorganization.
· Review special forms such as applications for the Voluntary Disclosure Program and request for a clearance certificate.
· Provide training and support service to the compliance department on tax related topics.
· Present research finding by either verbal or written communication in a professional manner.
· Assist in writing bi-weekly tax articles for internal and external use.
· Work closely with other departments to assist clients with varies professional services need.
· Tax lead on small and medium sized tax consulting engagements.
· Provide daily guidance and coaching and develop the tax knowledge of more junior tax team members.
· Provide timely, high quality, exceptional service to our clients.
· Develop a professional and productive relationship with existing and potential clients, auditors, and GG staff.
· Ensure all procedures are, without exception, followed accurately and consistently, and proper backups are included.
· Create and implement division Standard Operating Procedures (SOPs).
· Deliver KPI results to Managing Partners and Executive team.
· Enter time and expenses daily in CCH.
· Utilize monday.com and stay on top of assigned tasks.
· Meet target billable hours and engage in business development activities.
Requirements:
· Certified Public Accounting (CPA) designation.
· Certification of CPA Canada In-Depth Tax Course.
· 8+ years experience in public accounting practice with a specialization in tax, preparing and reviewing personal, corporate and trust returns, estate tax planning, corporate reorganizations, and dispute resolution.
· Strong technical background in Canadian income tax with experience in tax research and memo writing.
· Demonstrated understanding of increasingly complex tax concepts and effective application of tax knowledge to client situations.
· Proficient in the use of CCH (Tax Prep), CaseWare, MS Office Microsoft Word, Excel and PowerPoint.
· Demonstrated excellence in oral and written communication skills.
· Highly responsive to client needs, and able to develop and maintain effective client working relationships.
· Proven strong project management and organizational skills.
· Ability to stay organized and meet tight deadlines