CAN Tax Principal

Moodys Gartner; Calgary; Hybrid; CAD 130,000 - 190,000; Full time

Job summary

Moodys Gartner in Calgary seeks a seasoned tax professional to advise business owners and clients on full spectrum tax services, including cross-border issues and compliance.

You will lead engagements, mentor staff, oversee complex returns (T1, T2, T3, T5013), identify opportunities, and develop innovative tax planning for a diverse client base.

Join a collaborative firm with strong client relationships and opportunities for growth in Canadian and cross-border tax matters.

Qualifications

• Undergraduate or graduate degree in accounting or related field.
• CPA designation required; CPA In-Depth Tax Program or Master's in Taxation preferred.
• Strong communication and collaborative skills; willingness to mentor staff.

Responsibilities

• Advise business owners and clients on full spectrum tax services including planning and compliance.
• Oversee engagement of team and management of client relationships across tax engagements.
• Oversee preparation and review of complex tax returns (T1, T2, T3, T5013) and regulatory filings.
• Identify opportunities within the client base and pursue prospective client engagements.
• Conduct in-depth research on complex tax matters and prepare clear memos; present on trending topics.
• Lead and deliver client deliverables in a timely, efficient manner; liaise with lawyers and professionals on tax planning.
• Collaborate with US tax team on cross-border tax issues; develop innovative tax planning strategies.
• Manage personal and trust tax compliance seasons.

Skills

Strong collaboration

Excellent communication

Willingness to learn

Leadership

Education

Bachelor's degree in accounting

CPA designation (Canadian CPA)

CPA In-Depth Tax Program or Masters 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.