Senior Manager - Canadian Tax

Colonial Group; Mount Royal; On-site; CAD 110,000 - 150,000; Full time

Job summary

PSB Boisjoli seeks a Senior Manager to join its Canadian Tax team, working with senior members and partners on client mandates, and handling research, planning and compliance functions.

Responsibilities include reviewing complex tax returns, elections, reorganizations, and tax documentation; advising on tax implications and billing; and developing well-supported tax positions while mitigating risk.

Qualifications

• Undergraduate degree in accounting or law
• CPA designation (Asset)
• Completion of the In-Depth Tax Course or Master’s degree in taxation
• A minimum of 5-years work experience in a similar role in public practice
• Knowledge and experience working in Canadian tax
• Proficient in Microsoft Suite – Excel and Word

Responsibilities

• Provides required support to partner in the engagement process (i.e. providing insights based on knowledge of client's needs. challenging the partner's assumptions, if necessary).
• Review complex personal, corporate, trust and partnership tax returns, tax slips and other information returns.
• Review various tax elections.
• Prepare, review and provide guidance on complex tac reorganization plans.
• Review legal documentation relating to tax transactions plans.
• Review legal documentation relating to tax transactions and assess tax implications.
• Secure and arrange provision of any tax related services to clients.
• Develop well-supported tax opinion or position and makes recommendations to partners.
• Initiate practical, value-added recommendations for client tax planning and business transactions.
• Initiate billing analysis and prepares client invoice.
• Takes initiative and strives to add value throughout the tax department while mitigating practice risk.

Skills

Tax knowledge

CPA designation

Bilingual (French & English)

Analytical skills

Communication skills

Microsoft Excel

Client relationship management

Education

Undergraduate degree in accounting or law

CPA designation (Asset)

In-Depth Tax Course or Master’s in taxation

Tools

Microsoft Word

Job description

PSB Boisjoli is currently seeking a Senior Manager to join its Canadian Tax team. This position mainly entails working with senior members of the Canadian tax practice and partners in a variety of client mandates, both ongoing and transactional, and includes research, planning and compliance functions.

Responsibilities

• Provides required support to partner in the engagement process (i.e. providing insights based on knowledge of client's needs. challenging the partner's assumptions, if necessary).
• Review complex personal, corporate, trust and partnership tax returns, tax slips and other information returns.
• Review various tax elections.
• Prepare, review and provide guidance on complex tac reorganization plans.
• Review legal documentation relating to tax transactions plans.
• Review legal documentation relating to tax transactions and assess tax implications.
• Secure and arrange provision of any tax related services to clients.
• Develop well-supported tax opinion or position and makes recommendations to partners.
• Initiate practical, value-added recommendations for client tax planning and business transactions.
• Initiate billing analysis and prepares client invoice.
• Takes initiative and strives to add value throughout the tax department while mitigating practice risk.

Qualifications

• Undergraduate university degree in accounting or law degree;
• CPA designation (Asset);
• Completion of the In-Depth Tax Course or Master’s degree in taxation;
• A minimum of 5-years work experience in a similar role in public practice;
• Knowledge and experience working in Canadian tax;
• Proficient in Microsoft Suite – specifically in Excel and Word.

Skill Set

• Very comfortable interpreting and applying tax legislations;
• Very comfortable withtax research methods and databases;
• Strong computer skills;
• Excellent written and verbal skills;
• Strong financial data analysis capability
• Fluently bilingual (French and English);
• Strong planning and organizational skills;
• Excellent presentation skills through professional, client or public presentations
• Excellent writing skills through high quality client memorandums and correspondence