Senior Tax Specialist

Zeifmans LLP; Toronto; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Short Fridays 3 pm close

Summer Fridays Off

Flexible dress code

Full benefits for you and family

CPA study support

Job summary

Zeifmans LLP in Toronto, Ontario, is seeking a Senior Tax Specialist to handle complex Canadian tax filings for a diverse client portfolio across real estate, high-net-worth individuals, and owner-managed businesses.

The role involves preparing T1/T2/T3 returns, planning opportunities, and liaising with tax authorities. Requires strong technical skills, independence, and CPA or equivalent designation. Competitive compensation with benefits and potential bonuses.

Qualifications

• CPA designation or pursuing CPA required or considered
• Experience with personal, corporate and trust tax compliance
• Ability to manage own files and deadlines independently
• Strong technical knowledge of tax compliance and planning

Responsibilities

• Serve as a shared tax resource across the firm for multiple engagement teams
• Take ownership of a portfolio of compliance files from start to finish
• Prepare and review T1, T2 and T3 returns and related information returns
• Prepare tax elections (e.g., T2057, T2054, T2062) and supporting docs
• Research tax issues and document opinions for manager review
• Communicate with tax authorities on audits and disputes
• Assist in developing tax planning initiatives and corporate reorganizations
• Collaborate with Partners and Managers to ensure timely service delivery
• Draft technical memoranda and client correspondence
• Stay current with tax legislation and CRA guidance
• Coach junior staff on technical matters
• Review returns and provide guidance to junior staff

Skills

Communication skills

Written communication

Verbal communication

Team player

Independent research

Education

CPA or comparable certification

In-Depth Tax Program

Tools

Caseware

TaxPrep

iFirm

QuickBooks

Job description

Salary Range: $85,000.00 To $110,000.00 Annually

Senior Tax Specialist

About Us

Zeifmans is a tax, accounting and consulting firm that understands clients’ needs and the full range of solutions available. We work within the rules to make the rules work for our clients. We give straightforward, intelligent advice that consistently adds to our clients’ bottom lines.

As a member of Zeifmans’ dedicated team, you will acquire a deep knowledge of the personal and business needs and goals of our clients. You can provide candid counsel on a wide range of issues, including tax, complex accounting, restructuring, acquisitions, IPOs and more. You will benefit equally from the experience and judgment of our senior leaders and the sharp, innovative thinking of our young associates.

About the Position

As the Senior Tax Specialist, you will work at a variety of levels and in a variety of industries such as real estate, high-net worth individuals, and owner-managed businesses.

You will prepare and review tax filings and related documentation for a diverse portfolio of clients, ensuring compliance with applicable tax legislation while advising clients on tax planning strategies, best practices, and emerging issues.

Summary of Responsibilities

• Serve as a shared tax resource across the firm, supporting multiple engagement teams and working with a diverse portfolio of clients across various industries and business structures.
• Take ownership of a portfolio of compliance files from start to finish, preparing complex personal, corporate and trust tax returns (T1, T2 and T3) with minimal supervision and delivering complete, review-ready files to Managers and Directors on time..
• Prepare and review information returns and slips, including T4, T5, T5013 partnership returns, T1134 foreign affiliate returns and T1135 foreign property returns.
• Prepare and review various tax election forms (e.g., T2057, T2054, T2062) and supporting documentation.
• Identifytax issues and planning opportunities while preparing returns, and document filing positions, technical analysis, potential risks and supporting rationale for Manager review.
• Correspond with tax authorities regarding tax audits, assessments, objections, and appeals, advocating for clients’ interests as appropriate.
• Assist Managers and Partners in developing and implementing tax planning , such as corporate reorganizations, estate freezes and owner-manager remuneration plannings.
• Collaborate with Partners, Directors, and Managers to discuss tax issues, provide technical guidance and recommendations, coordinate assignments, and ensure timely, high-quality service delivery.
• Research complex tax issues and document findings, recommendations, and conclusions in technical memoranda and client correspondence.
• Maintain current knowledge of tax legislation, CRA administrative policies, case law, and emerging tax developments, applying this knowledge to client engagements.
• Perform first-level review of returns prepared by junior staff and co-op students, and coach them on technical and process matters.

Summary of Experience

• Minimum of 3 years of tax experience in a professional services firm, with a focus on Canadian income tax compliance, including at least two busy seasons preparing complex returns.

Requirements

• Pursuing or holding a professional designation (CPA or other comparable certification)
• Completion of, or enrolment in, the In-Depth Tax Program is an asset.
• Strong technical knowledge of corporate, personal and trust tax compliance, with working knowledge of common planning (e.g., section 85 rollovers, estate freezes, remuneration planning)Hands-on experience preparing complex T1, T2 and T3 returns, related elections and information returns for owner-managed businesses, high-net-worth individuals and trusts, and implementing corporate reorganizations
• Ability to manage own files and deadlines independently, with sound judgment on when to elevate technical issues
• Strong independent research skills, with the ability to locate and interpret legislation, CRA positions and case law and reach supportable conclusions
• Excellent written communication skills, with a track record of drafting clear, well-supported technical memos and client letters; strong verbal communication skills
• Team player who works effectively in a dynamic work environment
• Experience working with accounting and tax software such as Caseware, TaxPrep, iFirm, and QuickBooks is considered an asset

Great Ideas. Positive Impact. That’s Zeifmans.

• Opportunity for growth – gain direct experience working with a wide range of industry groups and clients
• Mentorship – our teams operate with an “open door” policy
• Collaborative environment – everyone has a say in our success
• Competitive compensation based on the Toronto market + opportunity for annual bonuses
• Full benefits and insurance for you and your immediate family members, paid by the firm
• Short Fridays all year long (3 pm office closure)
• Summer Fridays Off (July and August)
• Flexible dress code
• Mental health resources and ongoing mental health support
• Providing you with opportunities to give back and support your community
• As a member of Nexia, access to a global network of accounting and consulting professionals and training opportunities.
• Job Vacancy Status: New Vacancy
• Hours of Work: 35 hours per week; the role requires overtime as necessary to meet operational and professional requirements.
• Location: 201 Bridgeland Ave, North York, Ontario
• Compensation placement will be based on depth of experience, demonstrated skill set, and alignment with the responsibilities of the role.

At Zeifmans, you are just not just a number, you are an integral member of our growing Zeifmans team. We are a home to number-crunchers, big thinkers, day dreamers and scholars – because delivering big ideas for such a breadth of clients takes all kinds of wonderful minds.

Supporting you through earning your CPA designation:

Our Zeifmans team is here to support you through every step of earning your CPA. We offer a pre-approved program with CPA Ontario, provide paid study days to help you prepare and we reimburse you for exam fees.

Helping you succeed at every level:

Get ready for 1:1 career guidance directly from partners and senior managers. You will get a chance to develop skills past just tax, assurance or accounting – there’s tons of room for personal and career growth, along with perks like year-long early Fridays.

Your well-being matters – professionally and personally

At Zeifmans, we take care of each other. That means great health benefits, a focus on work-life balance. Our employees don’t just survive, they thrive.

Making time for fun:

You’re not a robot. Neither are we. While Zeifmans’ employees take pride in their work, we also like to have fun together. Not only do we provide a catered lunch on Thursdays and all-you-can-eat snacks, but Zeifmans also has yearly golf, beach and ski days, along with team and firm-wide events like holiday parties and staff celebrations.

A focus on giving back:

Community involvement is one of our most important values. We encourage employees to give back and participate in a variety of company-sponsored fundraising campaigns that run year-round. If a cause matters to you, it matters to us too, which is why we recently launched a campaign that highlights charities chosen by Zeifmans’ employees.

Use of Artificial Intelligence (AI)

At our company, artificial intelligence (AI) tools are used as part of our recruitment process to support efficiency and enhance the candidate experience. While AI may assist in certain aspects of the process, all hiring decisions and candidate interactions continue to involve human oversight and judgment. We are committed to the responsible and ethical use of AI, and we regularly review and refine our practices to ensure alignment with applicable regulatory requirements and industry best practices

The Zeifmans Commitment to Diversity and Inclusion

Zeifmans is proud to be an equal opportunity employer. We encourage and support all qualified persons to apply to all positions, without regard to race, color, citizenship, religion, sex, family status, sexual orientation, gender identity, Aboriginal status, age, disability, or any person who may require accommodation throughout the recruitment process. If you would like to request accommodation within your application, we ask you please contact our Human Resources department at [e-mail].

We thank all applicants for their interest; however, only those selected for interviews will be contacted.