People Advisory Services - Mobility Tax - Manager - Waterloo

Ernst & Young Advisory Services Sdn Bhd; Southwestern Ontario; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading global professional services firm is seeking a Manager, Mobility Expatriate Tax in Waterloo. The role involves managing client tax data, advising on US and Canadian tax compliance, and leading junior colleagues. Ideal candidates will have a degree in finance or accounting and 3+ years’ experience in personal income tax. The role promises a competitive compensation package and a supportive work culture.

Benefits

Comprehensive medical, dental, and prescription drug coverage

Defined contribution pension plan

Flexible vacation policy

Qualifications

• Three or more years’ experience in US and/or Canadian personal income tax.
• Enrollment in or completion of a Canadian or US CPA or US EA is preferred.
• Excellent knowledge of automated tax processing systems and current tax laws.

Responsibilities

• Interface with clients and colleagues by phone, virtual meetings, and in person.
• Analyze client tax data for Canadian and US filing positions.
• Manage the financials of client accounts effectively.

Skills

Effective communication skills

Organizational skills

Problem-solving abilities

Analytical skills

Interpersonal skills

Education

Diploma or bachelor’s degree in accounting, finance, or related field

Tools

Microsoft Office tools

Job description

Location: Waterloo

The opportunity

Managing global workforces is increasingly complex. Our People Advisory Services (PAS) practice provides high-quality compliance and advisory solutions to help our clients drive organizational success through human capital. Our practice is one of the world's largest and has talented and innovative professionals dedicated to teamwork and exceptional client service. People Advisory Services encompasses Mobility, Global Employment Tax Services, Total Rewards, HR Performance Improvement and Immigration services.

PAS Mobility services include Canadian and US personal income tax compliance and advisory services, mobility policy design, executive compensation advice, employer tax advice, and global coordination. We have an excellent career opportunity for a Manager, Mobility Expatriate Tax.

Your key responsibilities

• Interface with clients and colleagues, located throughout the world, by phone, virtual meetings and in person
• Analyze client tax data to determine appropriate and optimal Canadian and US filing positions, and provide tax planning advice to clients
• Review US and Canadian personal income tax returns
• Manage the financials of client accounts by:
• determining resource requirements
• timely invoicing and appropriate revenue recognition
• monitoring financial metrics for optimal results
• Provide guidance to more junior colleagues on both tax technical and performance management skills
• Contribute to a flexible, stable, and team-oriented working culture that fosters personal development and a positive attitude
• Engage in tax technical research to support both compliance and advisory deliverables
• Leverage cutting-edge technology to maximize productivity
• Understanding and addressing client needs in an ever-changing mobility landscape, by offering integrated mobility solutions such as immigration, workforce advisory and payroll systems

Skills and attributes for success

• Effective verbal and written communication skills and the ability to confidently collaborate across teams
• Ability to manage shifting priorities through strong organizational and time management skills
• Commitment to fostering a flexible, stable, and team-oriented culture that encourages personal development and positivity
• Strong interpersonal, analytical, and problem‑solving abilities
• Dedicated to continuous learning in a tax technical environment utilizing evolving technology

To qualify for the role, you must have

• A diploma or bachelor’s degree, ideally with an emphasis on accounting, finance or a related field
• Three or more years’ experience in US and or Canadian personal income tax
• Enrollment in or completion of a Canadian or US CPA or US EA is preferred
• Excellent knowledge of prevalent automated tax processing systems and current tax laws in an area of technical specialization
• Exceptional proficiency with Microsoft Office tools, particularly Excel

What we offer

At EY, our Total Rewards package supports our commitment to creating a leading people culture - built on high-performance teaming - where everyone can achieve their potential and contribute to building a better working world for our people, our clients and our communities. It's one of the many reasons we repeatedly win awards for being a great place to work.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you to decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well‐being. Plus, we offer:

• Support, coaching and feedback from some of the most engaging colleagues around
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you

Diversity and Inclusion at EY / Inclusiveness at EY

Diversity and inclusiveness are at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.