Tax and Compliance Officer

IKO North America; Toronto; On-site; CAD 108,000 - 132,000; Full time

Benefits offered by this job

Health Insurance

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

Dental insurance

Medical insurance

Job summary

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: $120k max per annum, depending on experience. Benefits include health insurance, vision, life and disability coverages, RRSP match, paid vacation, floating days, EAP and engagement events.

Qualifications

• 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.
• Ability to work independently and contribute to team objectives.
• Excellent communication and interpersonal skills.
• High-level client service, ability to meet deadlines.
• Experience with Canadian tax research tools and tax software.
• Understanding US tax rules is beneficial.
• Proven experience advising individuals and corporations on income tax issues.
• Strong analytical capability and sound judgment on confidential matters.

Responsibilities

• Manage external service providers in numerous jurisdictions to meet tax and business objectives.
• Collaborate in planning and execution of repatriation transactions and identify tax issues.
• Work with CFO-Family Office on Canadian and multi-foreign tax planning for efficiency.
• Engage in special transactions including mergers, acquisitions, reorganizations and estate planning.
• Prepare and examine accounting records and financial reports for High-Net-Worth individuals, corporations, and partnerships.
• Prepare files for tax compliance in Canada, the US, and other jurisdictions for HHIs and businesses.
• Manage correspondences with tax authorities and reports to management and owners.
• Assist with audits through tax analysis, information gathering, and documentation.
• Plan and implement income tax compliance processes to meet reporting deadlines.
• Identify and communicate tax trends and developments relevant to HHIs and corporations.

Skills

Communication skills

Interpersonal skills

Independent work ability

Team collaboration

Analytical thinking

Integrity

Education

CPA In-Depth Tax Course or Masters of Tax

Tools

Excel

Visio

Tax software

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: $120k max 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

• 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

#LI-AA1

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