Senior Tax Manager

ARC Advisory and Accounting, CPA Inc.; Halifax; Remote; CAD 170.000 - 185.000; Vollzeit

Benefits dieser Stelle

Four weeks vacation to start

Health Spending Account

Home office equipment

Zusammenfassung

ARC Advisory and Accounting, CPA Inc. in Halifax seeks a Senior Tax Manager to lead private client advisory work from home. The role is based in Halifax and requires you to be local or willing to relocate.

You will manage owner-managed client relationships, conduct meetings, and guide the team through complex tax planning, including holdco and estate structures. You will review T1, T2, T3, and GST/HST work and provide monthly advisory reporting.

Qualifikationen

• 8+ years of Canadian tax experience with owner-managed private companies.
• CPA with In-Depth Tax or equivalent tax depth.
• Strong T1, T2, T3 and GST/HST knowledge; estate planning.
• Advanced Excel and fluency with cloud software (Karbon, TaxCycle, QuickBooks Online).
• Excellent writing for client memos and planning summaries.

Aufgaben

• Manage owner-managed client portfolios; run meetings and set the agenda.
• Plan beyond compliance: corporate structure, reorganizations, holdco and trust planning, and estate planning.
• Prepare monthly and quarterly advisory reporting; translate team output into actionable insights for owners.
• Provide technical sign-off on T1, T2, T3 and GST/HST work.
• Handle CRA audits, reviews, and correspondence.
• Coach associates and develop the team.

Kenntnisse

Relationship management

Communication/writing

People leadership

Ausbildung

CPA with In-Depth Tax

Tools

Karbon

TaxCycle

QuickBooks Online

Dext

Ignition

Microsoft 365

Jobbeschreibung

Senior Tax Manager, Private Client Advisory | Halifax, Remote

ARC Advisory and Accounting is a remote CPA firm based in Halifax, Nova Scotia. Ten people, about 200 clients, cloud-native since we opened in 2020. We are hiring a Senior Tax Manager. The work is done from home, but this role is based in Halifax; you need to be here already or willing to move.

What you would own:

• A portfolio of owner-managed clients. You run the meetings, you set the agenda, you are the person they call. Nobody sits between you and the client. You are not expected to know everything yourself; there is real technical depth on the team to draw on, and knowing when to pull it in is part of the job. We are looking for someone who manages the relationship and the work rather than doing all of it alone, and who uses that support to look better in front of their clients.
• Planning well past compliance: compensation mix, corporate structure and reorganizations, holdco and trust planning, succession and estate work, and the tax side of buying or selling a business.
• Monthly and quarterly advisory reporting; you review what the team produces and turn it into something the owner can act on.
• Technical sign-off on T1, T2 and T3 work prepared by the team, plus GST/HST and other non-income tax compliance.
• CRA audits, reviews and correspondence.
• Coaching the associates coming up behind you.

What we are looking for:

• 8+ years of Canadian tax, most of it with owner-managed private companies.
• CPA, with In-Depth Tax or equivalent depth earned in practice.
• Strong T1, T2, T3 and GST/HST; comfortable with talking about reorganizations and estate planning.
• Advanced Excel and real fluency with cloud software. Our stack is Karbon, TaxCycle, QuickBooks Online, Dext, Ignition and Microsoft 365.
• Very strong writing. Client memos, planning summaries, recommendations emails.

Two things matter more than anything on that list. Clients have to like working with you; this role is about the relationship. And you must be able to run your own week. We are small and remote, and nobody here is going to build your schedule for you.

A bit about us:

• Our niches are incorporated realtors and construction companies.
• Paperless since 2020.
• Our T1 count is low and are mostly there to support our business clients. Tax season is less hectic here than it is at most firms as a result.
• You work from home, and we get together in person regularly.
• Four weeks of vacation to start, a Health Spending Account, and all the equipment you need for your home office.

Salary Range:

• $170,000 - $185,000 CDN.

Partner, ARC Advisory and Accounting, CPA Inc.