Tax Lead

Vaco Recruiter Services; Ottawa; On-site; CAD 120,000 - 150,000; Full time

Job summary

A professional services firm in Ontario is looking for a Tax Lead to manage external advisors and oversee tax compliance for clients. This role requires a minimum of 5 years of experience in taxation, strong analytical skills, and a CPA designation. The ideal candidate will excel in a fast-paced environment and possess proficiency in tax software and Microsoft Office. Salary ranges from $120,000 to $150,000 annually, with benefits included.

Benefits

Competitive salary

Benefits package

Collaborative work environment

Qualifications

• Minimum of 5 years of experience in personal, corporate and estate taxation.
• Ability to work in a results-driven environment and manage competing deadlines.

Responsibilities

• Act as in-house CFO for clients managing external advisors.
• Plan and lead compliance with tax filings by statutory deadlines.
• Prepare personal and corporate tax estimates.
• Prepare quarterly consolidated financial summaries.

Skills

Analytical skills

Attention to detail

Communication skills

Relationship management

Knowledge of TaxPrep or related software

Education

Bachelor’s degree in commerce, accounting, taxation or related field

Professional designation (CPA)

Completion of CICA In‑Depth Tax Course or MTax

Tools

Microsoft Excel

Microsoft Office

Job description

About the Company

Our client is a professional services firm. They are looking for a Tax Lead to join their team!

Why Work Here

• Fast-paced, entrepreneurial environment
• Strong focus on pursuing excellence in both family and work life
• Culture of humility and continuous learning
• Open-door policy with a collaborative, supportive atmosphere
• Competitive salary, with benefits

About the Opportunity

• Acting as the in-house CFO for clients, you will be responsible for managing a team of external advisors with the following deliverables:
  • Bill payments including personal and corporate tax instalments.
  • Review and reconciliation of monthly trust and corporate bank statements, building supporting accounting and tax files for year-end financial statement and tax return preparation.
  • End of year closing entries, portfolio reconciliations and financial statements preparation.
  • Leading the trust, personal and corporate compliance tax season (information gathering, organization, review and submission of tax filings by statutory deadlines).
  • Year‑round planning, identification of planning opportunities and leading reorganization transactions.
  • Keeping estate planning documentation up to date in keeping with ongoing planning and reorganizations.
  • Organizing meetings and liaising between our clients and their external advisors.
• Preparing personal and corporate tax estimates.
• Reviewing and summarizing legal documents including articles of incorporation, trust agreements, wills and POAs.
• Reviewing and delivering our quarterly consolidated financial summaries.
• Preparing thought leadership and planning articles and EDMs.
• Liaising with internal accounting team to ensure timely completion of annual tax information slips and related tax documents.
• Assisting financial planning team with all tax‑related queries, identifying and verifying tax planning opportunities.
• Assisting portfolio managers with all client tax‑related questions.

About You

• Minimum of 5 years of experience in personal, corporate and estate taxation.
• Excellent analytical and problem‑solving skills with strong attention to detail.
• Strong knowledge of TaxPrep or related tax software.
• Strong knowledge of Microsoft Excel and Microsoft Office.
• Excellent communication and relationship management skills to effectively collaborate with internal and external stakeholders.
• Ability to work in a results‑driven environment and manage competing deadlines.
• Educational requirements: Bachelor’s degree in commerce, accounting, taxation or related field.
• Professional designation (CPA).
• Completion of CICA In‑Depth Tax Course or MTax.

Salary Range

$120,000 - $150,000 / year

How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.

When referencing this job, quote # 463142

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.