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

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.

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.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign‑born residents, and veterans to apply.

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided…