Tax Manager

Vaco Recruiter Services; Oakville; On-site; CAD 125,000 - 140,000; Full time

Job summary

A leading firm of chartered professional accountants in Oakville seeks a CPA with at least 4 years of experience in tax planning. This role involves supervising client engagements, developing less experienced staff, and ensuring high client satisfaction. A strong understanding of tax regulations and excellent client service skills are essential. The salary range is between $125,000 and $140,000/year.

Benefits

Great compensation plans

Flexible work environment

Path to partnership available

Qualifications

• Minimum of 4 years specializing in tax planning.
• Experience in preparing and reviewing personal and corporate returns.
• Ability to understand clients’ businesses.

Responsibilities

• Supervise and execute client engagements according to professional standards.
• Act as a trusted advisor in clients’ decision-making processes.
• Manage and develop less experienced staff.

Skills

Professional accounting designation (CPA, CA)

Excellent client service skills

Strong project management and organizational skills

Experience in tax planning

Proficient in Taxprep and MS Office

Education

CICA Tax In-depth courses completed

Tools

Taxprep

Caseware

Xero practice Management

Job description

About the Company

Our client is a leading firm of chartered professional accountants.

Why Work Here

• Flexible work environment
• Excellent work life balance
• Flexible start and end times
• Great compensation plans with meaningful bonuses
• Path to partnership available
• Great culture

About the Opportunity

• Effectively plan, supervise and execute engagements and client projects in accordance with all relevant professional standards and Firm policies.
• Act as a trusted advisor and be actively involved in clients’ decision-making processes, directing and guiding as required and applicable.
• Complete the detailed review of non-assurance engagement files, corporate and personal tax filings and related tax planning.
• Foster an efficient, innovative, and team-focused environment.
• Conduct and assist others on the engagement team with research as necessary on technical matters related to client situations.
• Conduct or provide input into staff performance reviews.
• Develop the skills, capabilities and potential of less experienced staff through supervision, coaching, mentoring, knowledge transfer, internal training delivery, and assignment of challenging work opportunities.
• Effectively manage and focus Firm resources.
• Apply appropriate industry / business knowledge in anticipating, identifying and addressing relevant to the client’s business.
• Performance metrics
• Chargeable hours – 1350 – 1450 hours per annum
• Recoverable hours – 85% target per annum
• Lead/participate in billings contribution to a minimum revenue to be agreed
• Lead client engagements resulting in high client satisfaction (NPS average 9.0)

About You

• Professional accounting designation (CPA, CA)
• CICA Tax In-depth courses completed
• Minimum of 4 years specializing in tax planning and/or relevant experience in tax
• Experience in preparing and reviewing personal, corporate and trust returns, estate tax planning, corporate reorganizations and CRA dispute resolution
• Excellent client service skills, with the ability to understand the clients’ businesses
• Proficient in the use of Taxprep, tax research software, Caseware and Xero practice Management, MS Office Excel and PowerPoint; knowledge of the BAIWay paperless methodology an asset
• Strong project management and organizational skills

Salary Range

$125,000 to $140,000/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 #448788

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.