Provide tax planning advise to private companies, owner-managers, and high-net-worth individuals. This can include advising on corporate reorganizations, acquisitions and dispositions, estate and succession planning, and cross-border tax matters.
Review personal, corporate and trust income tax returns as well as partnership information returns
Provide inbound advisory services to international cross-border clients
Play a key role in managing the processes and procedures during tax season
Research and interpret Canadian income tax legislation, case law and administrative positions and communicate internally and to clients
Prepare and review technical memoranda and tax planning reports
Participate in client meetings and presentations
Collaborate with assurance, accounting, and advisory teams to deliver integration client solutions.
Prepare proposals and participate in business development initiatives.
Contribute articles and thought leadership content for marketing and client educational purposes
Manage, mentor and coach Tax Managers, Senior Tax Specialists and Tax Specialists.
Assist with recruitment, performance evaluations, and staff development.
Actively participate in all engagement phases including budget, analysis of work-in-progress, drafting of invoices and management of accounts receivables
Requirements
8-12 years of experience within a public accounting firm, with at least three years at the manager level.
Significant experience advising private companies and owner-managed businesses.
Exposure to US and international tax matters is considered an asset.
A CPA designation
Completion of the In-Depth Tax, or Masters of Tax Program
Knowledge of CaseWare and Tax Prep
Excellent written and verbal communication in English
Ability to effectively present information and respond to questions from clients or other parties
Ability to solve practical and complex problems
Research and information gathering skills
Organizational skills for prioritizing demands, workflow, and meeting deadlines
Must have a strong commitment to quality
Ability to take a leadership role on engagements
Solid understanding of business professionalism and the ability to work in a team environment
Benefits
A competitive compensation package, including an annual performance-based bonus
Balance your work and personal life through flexible hours and hybrid working
Additional paid time off during the summer
A comprehensible and competitive group RRSP and Benefits plan
Commitment to your career development with clearly defined career roadmaps
Mentorship and support to any team member pursuing their CPA designation
Rigorous and ongoing training that’s customized to your interests, as well as extensive ongoing education to keep you up to date on the latest industry information
Various committees to celebrate and support the interests of our team members, including our Fun Committee, Diversity Equity Inclusion and Belonging Committee, and Charity Committee
A weekly on-site massage therapist and healthy snacks during busy season
An opportunity to give back to the community through our very own Fuller Giving Foundation