Manager, Corporate Services

Trowbridge; Toronto; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Trowbridge in Toronto is seeking a Manager, Corporate Services to lead tax delivery and provide accounting and bookkeeping services to clients. The role involves reviewing Canadian personal and corporate tax returns, tax planning, and collaborating with Managing Directors on innovative strategies.

Key duties include reviewing T1, T2, T3, T4s, T5s, HST, compiling financials, and liaising with CRA. Strong mentoring, organizational, and client-service skills are essential in a flexible hybrid work

Qualifications

• 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 / 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.

Responsibilities

• Review personal (T1), corporate (T2), trust returns (T3), T4s, T5s, HST, etc.
• Review compilation engagements.
• Research tax issues and advise clients on tax impact of transactions.
• Maintain client files for accurate and timely returns and schedules.
• Evaluate profitability of each client engagement and recommend changes.
• Provide support to clients on year-end questions.
• Compile financial statements for corporate tax filings and assist with year-end work.
• Work closely with clients and provide exceptional client service.
• Correspond with the Canada Revenue Agency (CRA) and review CRA tax return assessments.
• Help improve workflow efficiency within the corporate accounting team.
• Other duties as necessary.

Skills

Tax planning

Client service

Mentoring

Research

Time management

Education

Bachelor's degree in accounting or finance

Designation preferred

Tools

CCH IFirm

CCH Axcess

CCH XCM

Dynamics 365

QuickBooks

Simply Accounting

Zero

MS Office (Word/Excel/PowerPoint)

Job description

JOB SUMMARY

The Manager, 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, participate in consultation 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 / all 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 e.g. MS Office, Word, PowerPoint, Excel.
• Willingness to learn new software packages.

Working Conditions

• Flexible hybrid work environment, in office attendance 2 days/week.
• May be required to work outside regular hours to meet workload demands and/or deadlines.