Tax Manager

Distinct | North America; Vaughan; On-site; CAD 90,000 - 130,000; Full time

Job summary

Concord CPA Firm in Concord, ON is seeking a senior tax professional with 5+ years of Canadian public accounting experience to lead complex corporate, personal and trust engagements. You will review corporate T2, personal T1 and trust T3 returns, identify tax planning opportunities for clients and work with Partners on intricate tax matters.

You’ll manage multiple engagements and deadlines, act as a senior point of contact for clients, coach developing accountants and help improve internal tax

Qualifications

• 5+ years of Canadian public accounting experience.
• Experience reviewing T1, T2 and T3 returns.
• Strong understanding of Canadian income tax legislation.
• Experience managing client relationships.
• Experience reviewing and developing staff.
• Comfortable researching more complex tax issues.
• Ability to manage several engagements simultaneously.

Responsibilities

• Review corporate T2 tax returns
• Review personal T1 and trust T3 returns
• Prepare more complex returns where required
• Identify tax planning opportunities for clients
• Work with Partners on more complex tax matters
• Research Canadian tax legislation and technical issues
• Manage multiple tax engagements and deadlines
• Act as a senior point of contact for clients
• Review work prepared by junior and intermediate staff
• Provide technical guidance and review notes
• Coach and mentor developing accountants
• Support clients with CRA-related matters
• Assist with tax planning projects throughout the year
• Help improve internal tax processes and file quality

Skills

Public accounting experience

Tax planning

Client relationships

Staff development

Engagement management

Research complex tax issues

Senior client contact

Education

CPA designation

CPA In-Depth Tax Program

Job description

There’s a point in tax where knowing how to prepare the return is assumed.

What becomes more valuable is knowing what should happen before the return is prepared at all.

This opportunity is with an established CPA firm in Concord, working with privately held businesses, owner-managed companies, individuals and trusts across both tax compliance and planning.

You’ll be reviewing work, managing clients and developing staff, but you’ll also stay close enough to the technical work to actually use the tax knowledge you’ve spent years building.

Why consider it:

• Concord location
• Broad corporate, personal and trust tax exposure
• Genuine tax planning responsibility
• Direct Partner and client involvement
• Opportunity to manage and develop staff
• Mix of compliance, research and advisory
• Autonomy over your own client engagements
• Long-term progression within the firm

What you’ll be doing:

• Review corporate T2 tax returns
• Review personal T1 and trust T3 returns
• Prepare more complex returns where required
• Identify tax planning opportunities for clients
• Work with Partners on more complex tax matters
• Research Canadian tax legislation and technical issues
• Manage multiple tax engagements and deadlines
• Act as a senior point of contact for clients
• Review work prepared by junior and intermediate staff
• Provide technical guidance and review notes
• Coach and mentor developing accountants
• Support clients with CRA-related matters
• Assist with tax planning projects throughout the year
• Help improve internal tax processes and file quality

What they’re looking for:

• 5+ years of Canadian public accounting experience
• Experience reviewing T1, T2 and T3 returns
• Previous tax planning experience
• Strong understanding of Canadian income tax legislation
• Experience managing client relationships
• Previous experience reviewing and developing staff
• Comfortable researching more complex tax issues
• Ability to manage several engagements simultaneously
• CPA In-Depth Tax Program would be an asset

We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces,