Tax Lead & In‑House CFO for Client Portfolios

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

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.