Senior Tax Advisor

Desjardins; Montreal West; On-site; CAD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Defined benefit pension plan

Group insurance including telemedicine

Wellness expense reimbursement

Telework equipment

Job summary

Desjardins in Montreal West seeks a Senior Tax Advisor to join a multidisciplinary financial planning team and contribute to complex tax strategies and high-value recommendations for clients of DFSIN and partner network advisors. The role collaborates with experts across fields to deliver integrated, best-practice approaches.

You will lead planning and analysis, develop and present advanced tax strategies, and produce detailed tax documents for individuals, companies and trusts.

Qualifications

• Bachelor's degree in accounting, law, actuarial studies, finance or a related field.
• Tax specialization (AGD, Master’s, or CPA In-Deep Tax Program)
• Advanced proficiency in French and English due to duties with partners and clients.
• Strong knowledge of and ability to explain tax concepts for individuals, corporations, trusts and estates.
• Proficiency with Microsoft 365.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Act as a go-to expert for complex taxation mandates with significant impact on the organization, partners and clientele.
• Lead planning, analysis and completion of strategic projects in your area of expertise influencing business directions.
• Develop, review and present advanced tax recommendations, especially for corporate reorganizations and tax optimization.
• Produce complex tax documents and analyses requiring in-depth taxation knowledge for individuals, companies and trusts.
• Contribute to the evolution of methodologies, tools, models, policies and practices that support the team.
• Represent the team and organization on committees and with strategic partners and external organizations.

Skills

French proficiency

English proficiency

Tax knowledge

Education

Bachelor's degree in accounting, law, actuarial studies, finance

Taxation specialization (AGD, Master’s or CPA In-Deep Tax)

Tools

Microsoft 365

Job description

Required

As a Senior Tax Advisor, you’ll play a key role on our multidisciplinary team by contributing to the development of complex tax strategies and the formulation of high-value recommendations for clients of our partner network advisors at SFL and the Desjardins Financial Security Independent Network (DFSIN). You’ll be part of a multidisciplinary financial planning team where complementary expertise allows for the delivery of comprehensive support to clients. By collaborating closely with specialists from different fields, you’ll contribute to the development of integrated strategies that add value in an environment that encourages discussions among experts, professional excellence and the development of best practices. More specifically, you will be required to :

• Act as a go-to expert and resource person for the realization of complex taxation mandates that can have a significant impact on the organization, our partners and clientele
• Take on a leadership role for the planning, analysis and completion of strategic projects related to your area of expertise by influencing business directions and decisions
• Develop, review and present advanced tax recommendations, particularly regarding corporate reorganizations and tax optimization strategies
• Produce complex tax documents and analyses that require in-depth knowledge of taxation processes that apply to individuals, companies and trusts
• Contribute to the development, evolution and continuous improvement of the methodologies, tools, models, policies and practices that support the team’s activities
• Represent the team and the organization on committees and in connection with special projects, training seminars and relationships with strategic partners and external organizations.

Required

As a Senior Tax Advisor, you’ll play a key role on our multidisciplinary team by contributing to the development of complex tax strategies and the formulation of high-value recommendations for clients of our partner network advisors at SFL and the Desjardins Financial Security Independent Network (DFSIN). You’ll be part of a multidisciplinary financial planning team where complementary expertise allows for the delivery of comprehensive support to clients. By collaborating closely with specialists from different fields, you’ll contribute to the development of integrated strategies that add value in an environment that encourages discussions among experts, professional excellence and the development of best practices. More specifically, you will be required to :

• Act as a go-to expert and resource person for the realization of complex taxation mandates that can have a significant impact on the organization, our partners and clientele
• Take on a leadership role for the planning, analysis and completion of strategic projects related to your area of expertise by influencing business directions and decisions
• Develop, review and present advanced tax recommendations, particularly regarding corporate reorganizations and tax optimization strategies
• Produce complex tax documents and analyses that require in-depth knowledge of taxation processes that apply to individuals, companies and trusts
• Contribute to the development, evolution and continuous improvement of the methodologies, tools, models, policies and practices that support the team’s activities
• Represent the team and the organization on committees and in connection with special projects, training seminars and relationships with strategic partners and external organizations.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.

What You Bring To The Table

• Bachelor's degree in accounting, law, actuarial studies, finance or a related field
• A minimum of six years of relevant experience in a role related to taxation and financial planning
• Please note that other combinations of qualifications and relevant experience may be considered
• Specialization in taxation (AGD, master’s degree or CPA Canada’s In-Deep Tax Program
• Advanced proficiency in French
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Strong knowledge of and ability to clearly explain tax concepts applicable to individuals, corporations, trusts, and estate matters.
• Proficiency with Microsoft 365

• Action oriented
• Communicates effectively
• Complexity
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning
• Strategic mindset

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

General finance and accounting (FG)