Senior Tax Planning & Engagement Manager

Distinct | North America; Vaughan; On-site; CAD 120,000 - 190,000; Full time

Job summary

Distinct | North America in Concord, ON is seeking a senior tax professional to manage and review complex corporate, personal and trust returns. You will identify planning opportunities, collaborate with Partners, and mentor junior staff while staying connected to technical tax work.

The role emphasizes client relationships, timely engagements, and continuous improvement of processes. A CPA and strong Canadian tax knowledge are essential for success.

Qualifications

• 5+ years of Canadian public accounting experience.
• Experience reviewing T1, T2 and T3 returns.
• Strong understanding of Canadian income tax legislation.
• Ability to manage several engagements simultaneously.

Responsibilities

• Review corporate T2 tax returns.
• Review personal T1 and trust T3 returns.
• Prepare more complex returns where required.
• Identify tax planning opportunities for clients.
• Work with Partners on more complex tax matters.
• Research Canadian tax legislation and technical issues.
• Manage multiple tax engagements and deadlines.
• Act as a senior point of contact for clients.
• Review work prepared by junior and intermediate staff.
• Provide technical guidance and review notes.
• Coach and mentor developing accountants.
• Support clients with CRA-related matters.
• Assist with tax planning projects throughout the year.
• Help improve internal tax processes and file quality.

Skills

Canadian public accounting

Reviewing tax returns (T1/T2/T3)

Client relationship management

Mentoring staff

Tax planning experience

Education

CPA designation

CPA In-Depth Tax Program asset

Job description

Distinct | North America in Concord, ON is seeking a senior tax professional to manage and review complex corporate, personal and trust returns. You will identify planning opportunities, collaborate with Partners, and mentor junior staff while staying connected to technical tax work.

The role emphasizes client relationships, timely engagements, and continuous improvement of processes. A CPA and strong Canadian tax knowledge are essential for success.