Senior Tax and Compliance Officer

IKO North America; Toronto; On-site; CAD 124,000 - 154,000; Full time

Benefits offered by this job

Health Insurance (includes Virtual/HC)

Vision Insurance

Life Insurance

Long-term Disability

Short-term Disability

RRSP Match

Paid Vacation

Floating Days

Employee Assistance Program

Employee Engagement Events

Awards and Recognition

Service Awards

Job summary

IKO North America is seeking a Senior Tax & Compliance Officer for our Family Office in Toronto, ON. This full-time, on-site role focuses on Canadian and international tax planning for High-Net-Worth individuals and businesses.

The position reports to the CFO-Family Office and requires 6–7 years of progressive tax experience, CPA in-depth course or Masters of Tax, strong Excel/Visio, and excellent client service and communication skills.

Qualifications

• CPA In-Depth Tax Course or a Masters of Tax is required or in progress.
• Strong Excel and Visio skills are essential.
• Excellent communication and interpersonal abilities.

Responsibilities

• Manage external providers across jurisdictions to meet tax objectives cost-effectively.
• Plan and execute repatriation transactions, identify withholding and liabilities.
• Collaborate on Canadian and multi-foreign tax planning to improve efficiency.
• Assist with mergers, acquisitions, reorganizations, and estate planning.
• Prepare accounting records and tax reports for HNW individuals, corporations, and partnerships.
• Prepare files for tax compliance in Canada, the US, and other jurisdictions.
• Correspond with tax authorities and reconcile tax accounts and management reports.
• Support audits by providing tax analysis and documentation.
• Develop and implement income tax compliance processes to meet deadlines.
• Identify tax trends affecting HNW individuals and corporations.

Skills

Strong Excel & Visio skills

Independent work capability

Team contribution

Excellent communication

Client service mindset

Attention to deadlines

Education

CPA In-Depth Tax Course (completion or enrolled)

Masters of Tax program

Tools

Tax software

Canadian tax research tools

Job description

We are looking for a Senior Tax & Compliance Officer to join our team of skilled professionals at our Family Office based in Toronto, ON. This is a full-time permanent opportunity with an on-site setting.

Compensation: $124K-154K per annum, depending on experience

• Health Insurance (includes Virtual Health, and HCSA)
• Vision Insurance
• Life Insurance
• Long-term Disability
• Short-term Disability
• RRSP Match
• Paid Vacation
• Floating Days
• Employee Assistance Program
• Employee Engagement Events
• Awards and Recognition
• Service Awards

Responsibilities

• Manage external service providers in numerous jurisdictions so that tax and business objectives are met in a cost-efficient and timely manner
• Collaborate in the planning process and execution of repatriation transactions to identify any tax withholding and liability issues, and propose alternate scenarios
• Work with the CFO-Family Office on Canadian and multi-foreign jurisdictional tax planning (inbound and outbound) to achieve tax and operational efficiencies
• Work with the CFO-Family Office on special transactions including mergers, acquisitions, business reorganizations and estate planning
• Prepare and examine accounting records and financial reports for a portfolio of High-Net-Worth individuals, corporations, and partnerships
• Prepare files for submission to professional service providers in preparation for meeting tax compliance requirements in Canada, the US, and other jurisdictions for a portfolio of High-Net-Worth individuals, corporations and partnerships
• Manage correspondences with tax authorities, reconciliation of tax accounts and the reports to management and owners
• Provide assistance with audits by tax authorities through tax analysis, information gathering, and status documentation
• Plan and implement an income tax compliance process to ensure tax reporting deadlines are met
• Identify and communicate trends and developments in tax which are relevant to High-Net-Worth individuals and corporations

Qualifications

• 6-7 years of progressive experience with a public accounting firm or a mid-level tax position in industry
• Completion or currently enrolled in the CPA In-Depth Tax Course or a Masters of Tax program
• Strong Excel and Visio skills
• Has the ability to work independently
• Contribute to team objectives
• Excellent communication and interpersonal skills
• High-level client service skills including the ability to meet deadlines
• Experience with Canadian tax research tools and tax software
• An understanding US tax rules is beneficial
• Proven experience advising individuals and corporations on income tax issues and specific business matters
• Strong analytical capability, sound business sense and creative mind
• Integrity, honesty, and sound judgment regarding confidential matters

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We may use artificial intelligence (AI) tools on a limited basis to assist in initial assessment, identification, and review of candidates. AI is used only to support our recruiting and hiring team, and decisions are always made by the recruiting and hiring team. Absolutely no applicant data is sent or provided externally through these AI tools.

Benefits found in job post

Dental insurance, Vision insurance, Medical insurance