Global Mobility Tax - Manager

Vialto; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Montreal is seeking a Manager to guide clients through complex international tax issues. This role involves reviewing tax returns, providing strategic tax advice, and collaborating with various departments. The ideal candidate will have over 5 years of experience in tax planning and a Bachelor's degree, along with CPA or IRS Enrolled Agent certification. It is a hybrid position requiring at least two days a week in the office.

Qualifications

• No less than 5 years of experience in tax planning for employee cross-border movement.
• Proven success in managing client expectations and project workflows.
• Ability to communicate effectively with clients and stakeholders.

Responsibilities

• Review and sign tax returns for globally mobile employees.
• Provide strategic recommendations on tax planning.
• Educate employees on tax responsibilities related to international assignments.

Skills

Canadian & US individual tax planning

Expatriate tax program policy

Project management skills

Communication

Team leadership

Data visualization

Education

Bachelor's Degree

US CPA or IRS Enrolled Agent designation

Tools

Data visualization tools

Job description

Job Description

Job Description

As a Manager, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Your role is essential in working with our clients to uphold compliance with tax regulations while optimizing tax processes for their employees on international assignments. This position is key in handling the tax consequences of global mobility and facilitating a smooth transition for employees across different countries. Your main objective is to reduce tax-related risks and costs, while ensuring that both the organization and its employees adhere to relevant tax laws

Responsibilities for this position include but are not limited to:

• Accurately review and sign tax returns and related deliverables for globally mobile employees within designated deadlines.
• Offer specialized advice and strategic recommendations to clients regarding tax planning, withholding responsibilities, and social security contributions
• Work in tandem with clients’ finance and HR departments to ensure precise calculation and reporting of payroll taxes and social security contributions
• Offer specialized tax advice on assignment structures, leveraging tax treaties, and identifying tax-efficient benefits.
• Educate and counsel employees on their tax responsibilities and the potential implications of international assignments.
• Provide guidance on tax equalization and protection policies to employees, ensuring clear understanding and compliance.
• Stay informed on the latest developments in international tax laws and regulations and discuss relevant changes with clients providing advice on the impact to their business and meaningful recommendations.
• Interact with other service lines within the business to identify cross-functional issues and collaborate with Subject Matter Experts (“SMEs”) for integrated solutions.
• Conduct in-depth research on country-specific tax issues, particularly in areas where the organization operates.
• Collaborate with clients to implement global mobility tax strategies minimizing liabilities for both the company and the employee
• Recognize and actively seek out fresh business prospects within the existing client base, gained through a deep understanding of their changing requirements
• Work to expand the client portfolio and nurture existing client relationships to drive revenue growth
• Analyze market trends and competitive landscape to identify potential growth areas and opportunities

Qualifications

Qualifications

• Demonstrates thorough knowledge and/or a proven record of success in Canadian & US individual tax planning for employee cross-border movement including foreign national and expatriate issues, foreign tax compliance and the tax equalization process and managing international assignee populations of multinational clients while leveraging a worldwide network..
• Demonstrates thorough abilities and/or a proven record of success in understanding individual tax compliance, tax planning and expatriate tax program policy and administration design, identifying and addressing client needs.
• Actively leading client discussions and meetings; communicating a broad range of services.
• Experience in managing resource requirements, project workflow, budgets, billing and collections and preparing and/or coordinating complex written and verbal materials.
• Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members.
• Providing candid, meaningful feedback in a timely manner; and, keeping leadership informed of progress and issues.
• Knowledge of automation & digitization in a professional services environment including but not limited to: innovating through new and existing technologies, experimenting with digitization solutions; and, working with large, complex data sets to build models and leverage data visualization tools.
• Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options.
• Bachelors’ Degree
• US CPA or IRS Enrolled Agent designation.
• Minimum Years of Experience: No less than 5-year(s) of experience

Additional Information

Additional Information

• This is a hybrid role, with an expectation of a minimum of two days/week in the office.
• We are an equal opportunity employer that does not discriminate on the basis of any legally protected status.
• Please note, AI is used as part of the application process.

For further information, and to apply, please visit our website via the “Apply” button below.