CAN Tax Principal

Moodys Private Client; Calgary; On-site; CAD 150,000 - 250,000; Full time

Job summary

Moodys Private Client in Calgary is seeking a senior tax professional to lead complex tax engagements for a diverse client base, including businesses, families and cross-border matters. You will provide strategic tax planning, review compliance, and mentor staff to uphold high standards of client service.

As a leader, you will oversee planning and execution of tax engagements, collaborate with legal and US tax teams on cross-border issues, and deliver timely, clear client deliverables with

Qualifications

• An undergraduate or graduate degree in accounting.
• 10+ years of relevant tax experience.
• Possess a Canadian CPA designation.
• Completion of the CPA In-Depth Tax Program or Master’s in Taxation.
• Excellent written and verbal communication skills.
• Organized and able to manage several priorities at one time.
• A team player willing to foster a learning environment.

Responsibilities

• Advise business owners on a full spectrum of tax services including planning and compliance.
• Oversee and engage tax teams for partnership, corporate, trust and individual returns.
• Review complex T1, T2, T3 and T5013 filings and related elections.
• Identify opportunities in existing client base and propose new engagements.
• Conduct in-depth research on complex tax matters and draft memos.
• Write and present on trending tax topics internally and externally.
• Manage and deliver client deliverables in a timely fashion.
• Coordinate with lawyers and US tax team on cross-border issues.
• Develop innovative tax planning strategies for diverse clients.
• Lead personal and trust tax compliance seasons.

Skills

Tax planning

Cross-border tax

Team leadership

Client relationship management

Research and memo writing

Communication skills

Education

Accounting degree

CPA designation

CPA In-Depth Tax Program or Master’s in Taxation

Job description

• Advise business owners, clients on a full spectrum of tax services, including business and succession planning, reorganizations, cross-border tax issues and related tax compliance
• Manage and oversee the engagement of team, focused on firm's tax engagements, including partnership, corporate, trust and individual tax clients. This includes the planning and execution of client tax engagements, training and mentoring of staff members, management of key client relationships and continued development of the overall tax function of the firm.
• Oversee the preparation and review processes for complex tax returns (such as complex T1, T2, T3 and T5013 returns), elections and other regulatory filings (such as Form T1134 and Form T106).
• Identify opportunities in the current client base, as well as opportunities for potential clients and engage in prospective client engagement proposals.
• Oversee and conduct in-depth research on complex tax matters and prepare clear and well-written memos.
• Write and present on trending tax topics both internally and externally.
• Manage and deliver client deliverables in a timely and efficient fashion.
• Liaise directly with internal and external lawyers and other professionals to implement tax planning and ensure compliance is adhered to.
• Work alongside the US tax team on cross-border tax issues.
• Develop and implement innovative tax planning strategies for a diverse client base.
• Lead the management in the administration of personal and trust tax compliance seasons.

Skills and Experience

• An undergraduate or graduate degree in accounting and/or other appropriate academic major.
• 10+ years of relevant tax experience or equivalent experience in business or industry.
• Possess a Canadian CPA designation.
• A strong willingness to learn and collaborate with other professionals.
• Completion of the CPA In-Depth Tax Program or Master's in Taxation.
• Possess excellent written and verbal communication skills.
• Organized and able to manage several priorities at one time.
• A team player willing to foster a learning environment.