Manager, Corporate Services

Trowbridge Professional Corporation; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading tax services firm in Toronto is seeking a Manager for International Expansion to oversee tax and accounting services for private clients. The ideal candidate will have 4-8 years of experience in corporate tax, strong client service skills, and the ability to mentor junior staff. Responsibilities include reviewing tax returns and providing innovative tax planning strategies. This role requires excellent organizational and communication skills.

Qualifications

• 4-8 years of work experience in corporate tax and/or public accounting.
• Ability to train and mentor junior staff.
• Detail-oriented with excellent multi-tasking skills.

Responsibilities

• Review Canadian personal and corporate tax returns.
• Maintain client files for timely completion of returns.
• Correspond with the Canada Revenue Agency (CRA).

Skills

Client service

Tax planning

Communication

Organizational skills

Problem-solving

Education

Bachelor degree in accounting or finance

Tools

CCH IFirm

Dynamics 365

QuickBooks

MS Office

Job description

JOB STATUS: Existing Vacancy

Overview

The Manager, International Expansion | Private Client Corporate Services will be responsible for the delivery of tax services and provide accounting and bookkeeping services to our clients. Responsibilities include reviewing Canadian personal and corporate tax returns, interacting closely with clients to provide tax planning, participating in consultations, and working closely with the Managing Directors on delivering innovative tax planning strategies.

Duties & Responsibilities

• Review of personal (T1), corporate (T2), trust returns (T3), T4s, T5s, HST, etc.
• Review of compilation engagements
• Researching tax issues and advising clients on tax impact of certain transactions
• Maintaining client files to ensure accurate and timely completion of returns and schedules
• Evaluate profitability of each client engagement and recommend changes as required
• Provide support to clients on general questions regarding year end
• Compiling financial statements for corporate tax filings, assisting with year-end work
• Working closely with clients and providing exceptional client service
• Corresponding with the Canada Revenue Agency (CRA) and reviewing CRA tax return assessment
• Help improve workflow efficiency within the corporate accounting team
• Other duties may be assigned as necessary

Qualifications & Education Requirements

• Bachelor degree in accounting or finance or equivalent work experience (Designation preferred)
• At least 4-8 years work experience in corporate tax and/or public accounting
• Familiarity with 1040 US personal returns would be considered an asset
• Ability to train and mentor junior accounting staff and other tax staff below manager level
• Working knowledge of a broad range of Corporate Tax issues and ability to research
• Ability to handle the demands of multiple clients efficiently and effectively
• Highly organized and detail oriented with excellent multi-tasking and problem-solving skills
• Be proactive, self-directed and motivated, as well as a team player
• Excellent communication, interpersonal and client services skills
• Experience or familiarity with CCH IFirm, CCH Axcess, CCH XCM, Dynamics 365, QuickBooks, Simply Accounting, Zero
• Proficient with software applications/programs such as MS Office (Word, PowerPoint, Excel, Outlook)
• Willingness to learn new software packages

Working Conditions

• Ability to work additional hours as needed and travel to various client sites