Tax Manager

Key Responsibilities:

• Assists clients and team members with complex day-to-day taxation matters and questions.

• Communicates directly with clients and outside professionals on tax work being conducted at the Firm.

• Reviews and finalizes complex personal, trust and corporate tax returns.

• Prepares, reviews and finalizes special elections and other tax filings including T1134, T2054, T2057, T2058, T2062, T2091, UHT-2900's, etc.

• Prepares and reviews research memos to support an opinion on sophisticated tax matters.

• Identifies planning opportunities (corporate reorganizations, compensation planning, loss utilization).

• Plans and implements corporate reorganization work for clients (estate freezes, purifications, butterflies, rollovers, succession plans etc.).

• Reviews and provides feedback on legal instruction letters prepared by the Tax Department.

• Participates or leads client meetings regarding tax transactions.

• Prepares quotes or estimates of fees for certain tax engagements.

• Collaborates closely with the Tax Partner to achieve continued growth and development of the Firm's Tax Department and services.

Qualifications:

• Post-secondary degree in Accounting, Finance, Business Administration, or a related field.

• Holds CPA designation.

• Successful completion of the CPA Canada In-depth Tax Course or working towards it.

• Minimum of 5 years of tax experience in a Public Accounting Firm.

• Excellent interpersonal, communication, and client service and relationship building skills.

• Strong leadership skills with the ability to provide direction to team members.

• Excellent attention to detail skills with the ability to ensure the accuracy of pertinent financial and tax information.

• Ability to work independently as well as cohesively with a team.

• Must possess a high level of professionalism and integrity.

• Excellent planning, organizational, and time management skills with the ability to multitask.

Job Type: Full-time

Benefits:

• Casual dress

• Dental care

• Extended health care

• Life insurance

• On-site parking

• Paid time off

• RRSP match

• Vision care

Work Location: Barrie, ON