Tax Manager

Distinct | North America; Burlington; On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Health, dental and vision benefits

Professional development

Job summary

Distinct | North America in Burlington, ON is seeking a Tax Manager to lead a private client-focused practice within a full-service CPA firm. You’ll oversee complex tax compliance, planning and cross-border matters for privately owned and entrepreneurial businesses.

You’ll combine technical tax work with leadership of the tax team, mentoring staff and serving as a primary client contact, partnering with Partners on strategic engagements.

Qualifications

• Review T1, T2 and T3 tax returns
• Review GST/HST and other indirect tax filings
• Lead complex tax compliance and planning engagements
• Advise clients on corporate reorganizations and tax-efficient structures
• Support mergers, acquisitions and other transactions
• Manage engagement budgets, workflow and deadlines
• Mentor and develop junior and senior staff
• Experience with cross-border tax matters preferred

Responsibilities

• Review T1, T2 and T3 tax returns and ensure accuracy and timeliness.
• Lead review of GST/HST and indirect tax filings for client portfolios.
• Manage complex tax planning engagements and client communications.
• Advise on corporate reorganizations and tax-efficient structures.
• Support mergers, acquisitions and other transactional work.
• Assist clients with cross-border tax matters and planning.
• Mentor junior staff, review their work and provide feedback.
• Collaborate with Partners on strategic client matters and drive efficiency.

Skills

Leadership

Client communication

Mentoring staff

Tax planning

Reviewing tax returns

Education

CPA In-Depth Tax Program

5–7+ years Canadian public accounting

3–4+ years tax-focused position

Tools

CaseWare

TaxPrep

CCH iFirm

Job description

There’s a point in tax where reviewing the return is only part of the job.

The more interesting questions tend to come before it, how should the business be structured, what happens when ownership changes, how do you preserve wealth, and what should the client do next?

This Tax Manager opportunity is with an established full-service CPA firm in Burlington working primarily with privately owned and entrepreneurial businesses. The tax practice covers compliance, planning, reorganizations, estate and succession work, M&A and cross-border matters.

You’ll combine technical client work with leadership of the tax team, working closely with Partners while becoming a key point of contact for clients.

Why this role stands out:

• Broad tax planning and compliance exposure
• Corporate, personal and trust taxation
• Corporate reorganizations
• Estate and succession planning
• M&A and transaction-related tax work
• CRA audits and dispute resolution
• Direct relationships with business owners
• Opportunity to mentor and develop tax staff
• Close involvement with Tax Partners
• RRSP matching
• Company-paid health, dental and vision benefits
• Nine Fridays off during July and August in lieu of tax season hours
• Strong professional development and mentoring

What you’ll be doing:

• Review T1, T2 and T3 tax returns
• Review GST/HST and other indirect tax filings
• Review T1134s, T106s and foreign affiliate reporting
• Lead complex tax compliance and planning engagements
• Advise clients on corporate reorganizations and tax-efficient structures
• Support mergers, acquisitions and other transactions
• Become involved in estate and succession planning
• Advise on cross-border tax matters
• Handle CRA audit queries and assist with tax disputes
• Identify tax planning opportunities across your client portfolio
• Act as a primary point of contact for clients
• Manage engagement budgets, workflow and deadlines
• Review work completed by members of the tax team
• Mentor, coach and develop junior and senior staff
• Provide technical guidance internally
• Work closely with Partners on more complex client matters
• Contribute to improvements across the wider tax department

What they’re looking for:

• Completion of the CPA In-Depth Tax Program
• 5–7+ years of Canadian public accounting experience
• 3–4+ years in a tax-focused position
• Previous leadership experience within a CPA firm
• Strong experience reviewing T1s, T2s and T3s
• Strong knowledge of Canadian and Ontario taxation
• Corporate tax planning experience
• Experience with reorganizations, estate planning or succession work
• Exposure to CRA audits and tax disputes
• Experience with T1134/T106 or foreign reporting would be valuable
• Comfortable managing clients directly
• Experience mentoring and reviewing the work of staff
• CaseWare, TaxPrep, CCH iFirm or similar software experience
• Previous CPA firm/public accounting experience required

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