Tax Lead

About the Company

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

• 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

• 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.

• 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 Tax Prep 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.

$120,000 - $150,000 / year

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.