Manager, Tax

Collage; Burlington; Vor Ort; CAD 95.000 - 120.000; Vollzeit

Benefits dieser Stelle

4 weeks vacation

40 hours personal/family leave

RRSP/TFSA program

Half Day Fridays in July and August

Office closure between Dec 24–Jan 1

Annual fitness stipend

Casual Dress Fridays

Zusammenfassung

SB Partners LLP, a Burlington-based CPA firm, seeks an experienced Manager, Tax to lead tax engagements and provide technical guidance to clients and staff.

You will work with Partners on planning, supervising preparation and review of returns, and delivering high-quality client service across personal, corporate, and not-for-profit taxes.

Qualifikationen

• CPA Canada’s In-Depth Tax Program or Masters of Taxation required.
• Minimum 8 years of progressive tax experience in public accounting.
• Strong written and verbal communication and leadership skills.

Aufgaben

• Identify and implement personal and corporate tax planning opportunities for clients.
• Oversee preparation and review of personal, corporate, trust, and other returns and filings.
• Conduct tax research, document conclusions and provide technical advice.
• Manage CRA communications, audits, objections, and resolutions.
• Coach and mentor team members on technical matters and development.

Kenntnisse

Excel

Microsoft Word

Communication skills

Project management

Leadership

Ausbildung

CPA Canada In-Depth Tax Program

Masters of Taxation

Tools

CaseWare

CaseView

Taxprep

Jobbeschreibung

SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For over 50 years, SB Partners has served a diverse set of clients and is one of the leading independent CPA firms in the GTA. Our primary client base is entrepreneurial, owner-managed businesses, corporate subsidiaries, and not-for-profit organizations.

Enjoy the rewards and possibilities of working with a team of dedicated, values-driven colleagues who support you and celebrate your accomplishments. Your role will be integral in making a difference in the lives of the team and your clients, along with creating a positive impact in the community.

We are seeking an experienced, dynamic, and service-oriented Manager, Tax to join our team.

Purpose of the position:

As a Manager, Tax, you will be responsible for managing tax engagements, providing technical tax guidance, and supporting the delivery of timely, accurate, and high-quality client service. You will work closely with Senior Managers, Partners and Principals on tax planning and advisory matters, maintain strong client relationships, and provide guidance and support to team members.

Key responsibilities and duties:

• Work with Partners and Principals to identify, develop, and implement personal and corporate tax planning opportunities for individuals and owner-managed businesses.
• Oversee the planning, preparation, and review of personal, corporate, trust, partnership, not-for-profit, indirect tax, information return, election, objection, and voluntary disclosure filings, including T1, T2, T3, T5013, GST/HST, T4, T4A, T5, NR4, NR6, section 216, T1134, T1135, capital dividend elections, T1 adjustments, CRA objections, and voluntary disclosure submissions, as well as other tax forms as required.
• Conduct and review tax research and analysis, document conclusions, and provide clear technical advice to clients, colleagues, Partners, and Principals.
• Manage correspondence and resolution strategies with the Canada Revenue Agency and relevant provincial ministries regarding client enquiries, audits, objections, appeals, and other tax matters.
• Identify technical learning needs and coordinate or deliver tax training for the Audit and Assurance team.
• Maintain open, timely, and professional communication with clients, colleagues, Partners, Principals, and tax authorities throughout each engagement.
• Prepare and review tax provision work, including the supporting calculations and documentation required for the engagement.
• Coach and mentor team members by providing technical guidance, reviewing work, delivering timely feedback, and supporting their continued development.
• Document significant tax filing positions, technical conclusions, and supporting rationale on compliance files in accordance with firm requirements.

What you offer:

• Completion of CPA Canada’s In-Depth Tax Program or a Masters of Taxation.
• Minimum 8 years of progressive tax experience within a public accounting firm, including experience reviewing complex tax work and managing client engagements.
• Advanced proficiency in Microsoft Excel and Word, CaseWare, CaseView, and Taxprep.
• Excellent written and verbal communication skills.
• Ability to prioritize workload and the flexibility to manage multiple tasks.
• Demonstrated ability to lead engagement teams, coach team members, delegate work effectively, and collaborate with colleagues across service areas.
• Strong project management skills, including the ability to establish timelines, monitor progress, manage competing deadlines, and coordinate work across multiple engagements.

What we offer:

• 4 weeks' vacation annually
• 40 hours of personal/family leave annually
• RRSP/TFSA Program
• Half Day Fridays in July and August
• Office Closure between December 24th-January 1st (in addition to your vacation time)
• Annual Fitness Stipend
• Company Events & Swag
• Casual Dress Fridays
• 37.5 hour workweek, additional hours beyond the standard as required during February, March, and April to meet objectives & deadlines.

SB Partners LLP is an inclusive employer dedicated to building a diverse workforce. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise Human Resources to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

This posting is to fill an existing vacancy. The annual salary range for this role is $95,000-$120,000. Compensation within the posted range will be based on the successful candidate's qualifications, experience and skills.

We thank all applicants in advance for their interest, however, only candidates selected for an interview will be contacted.