Manager/Assistant Manager – Cross Border Tax

Baker Tilly Canada Cooperative; Old Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Cross Border Tax Manager/Assistant Manager to join their dynamic tax practice. This role offers the chance to lead tax engagements and work on diverse tax planning areas, including estate and trust compliance, personal and corporate tax planning, and cross-border investments. The firm values professional development, providing opportunities for training and mentorship, while fostering a collaborative environment. With a competitive compensation package and a focus on work-life balance, this position is ideal for someone looking to make a significant impact in the field of taxation and build lasting client relationships.

Benefits

Extended Health Care

Dental Insurance

Health and Wellness Spending Account

4 Weeks Vacation

Professional Development Reimbursement

Open-Door Culture

Fully-Stocked Kitchen

Parking or Transit Subsidy

Smart Casual Dress Code

Social Events

Qualifications

• Experience in personal tax compliance and advisory engagements.
• Strong understanding of US and Canadian tax regulations.

Responsibilities

• Manage tax planning and compliance services for clients.
• Review assessments and correspond with tax authorities.
• Mentor staff and identify client service opportunities.

Skills

Tax Compliance

Tax Advisory

Client Relationship Management

Mentoring

Cross Border Taxation

Estate Planning

Education

Bachelor's Degree in Accounting or Finance

CPA Designation

Tools

Tax Software

Microsoft Office Suite

Job description

Manager/Assistant Manager – Cross Border Tax
Toronto, Ontario, Canada

If you are looking to progress your career, look no further than Baker Tilly WM.

Baker Tilly WM LLP is a leading midsize accounting and advisory firm based in Vancouver and Toronto. We provide value-added audit, tax and advisory solutions that support local businesses. We offer a full complement of professional services across every major industry sector, serving a broad range of clients, including large, publicly traded companies, emerging businesses, and owner-managed businesses.

Outside our two offices, we also draw on the specialty services provided by partners from across the Baker Tilly Canada network and also globally through our affiliation with Baker Tilly International.

At Baker Tilly WM, we foster a meaningful career and the opportunity to influence tomorrow for your clients, your profession and your community. Our professionals are encouraged to Be True to their values and ambitions, alongside our shared commitment to building great relationships, great conversations and great futures.

We are currently seeking a Cross Border Tax Manager/Assistant Manager to join our tax practice in Toronto or Vancouver. We are looking for an individual who is committed to a career in taxation and has the desire to take a lead role in managing tax engagements and contributing both to the growth of the firm and our clients.

Our tax practice offers the opportunity to work in a range of tax and succession planning areas including estate & trust compliance, personal and corporate tax planning, purchase and sale of private businesses, estate planning, and cross border investment and compliance. We are interested in meeting candidates with experience in any of these areas.

Your primary responsibilities will include:

• Working closely with all Tax Partners and other Senior staff on personal tax compliance and tax advisory engagements
• Manage and coordinate tax planning and compliance services for individuals requiring US and Canadian income or estate tax filings
• Manage risk and financial performance of engagements, including billing, collections and project budgets
• Review assessments and correspond with the IRS, state authorities and CRA on various issues
• Build and manage client relationships at a senior level; advise clients by delivering high quality tax service and advice
• Actively mentor and coach staff to their highest potential
• Supporting and mentoring firm staff in respect of tax matters
• Identifying client service opportunities

What’s in it for you?

• Competitive total compensation package including extended health care, dental, and group life insurance benefits
• Health and Wellness Spending Account
• Vacation (4 weeks/year)
• Continuing Professional Development courses are provided to maintain your designation as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues.
• An open-door culture promoting interaction with all staff levels, including partners
• A fully-stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
• Monthly reimbursement towards parking or transit subsidy
• Monthly reimbursement for your smart phone fees
• A smart casual dress code (client/day specific)
• Client referral, employee referral, and vehicle purchase incentives
• Many entertaining social events throughout the year

Note: Baker Tilly WM LLP is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly WM LLP is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.