Tax Specialist

ABOUT THE ROLE

We are seeking a motivated and detail-oriented Tax Specialist to join us. In this role, you will provide comprehensive Canadian tax compliance and advisory services to a varied portfolio of clients. You will work closely with senior managers and partners to develop technical skills and deliver high-quality tax solutions. Ideal candidates have completed or are currently enrolled in the CPA Canada In-Depth Tax program, and are eager to develop into well-rounded tax advisors.

• Assist with tax planning and advisory projects including corporate reorganizations, estate planning, and owner-manager tax strategies
• Research complex Canadian tax issues and prepare technical memos and client correspondence
• Review Canadian corporate, partnership, trust, and personal income tax returns (T2, T1, T3, T5013) for a diverse client portfolio
• Identify tax planning opportunities and communicate findings to managers and partners
• Support HST/GST compliance engagements, including preparing returns and assisting with CRA correspondence
• Participate in the review and analysis of purchase and sale transactions from a tax perspective
• Liaise with the Canada Revenue Agency (CRA) on client inquiries, audits, and objections under supervision
• Contribute to firm-wide knowledge sharing through internal training sessions and team meetings
• Meet chargeable hour targets while maintaining quality and professional standards

• CPA designation (or candidates in the final stages of completion) required
• Enrollment in or commitment to complete the CPA Canada In-Depth Tax Course (Parts I, II, and III) — firm-sponsored study time and course fees provided
• Completion of Part I of the In-Depth Tax Course is considered a strong asset
• Undergraduate degree in Accounting, Business, Commerce, or a related field

• 2–4 years of Canadian public accounting experience with a focus on tax compliance and planning
• Demonstrated experience preparing T1, T2, and T3 returns in a public accounting environment
• Experience with tax provision preparation (ASC 740 / IAS 12) is an asset
• Prior exposure to SR&ED claims, transfer pricing, or cross-border tax matters is a plus

• Proficiency with Canadian tax preparation software (Taxprep)
• Solid understanding of the Income Tax Act (Canada) and related CRA publications
• Working knowledge of GST/HST legislation and compliance requirements
• Experience with accounting software (Case Ware, Quick Books, Sage) preferred
• Strong proficiency in Microsoft Excel, Word, and Outlook

• Strong analytical and problem-solving skills with a high degree of accuracy and attention to detail
• Excellent written and verbal communication skills, with the ability to explain technical tax concepts to non-specialist clients
• Demonstrated ability to manage multiple engagements simultaneously and meet deadlines in a fast-paced environment
• Collaborative team player who contributes positively to a professional office culture
• Intellectual curiosity and a commitment to continuous professional development
• Highest standards of professional ethics, integrity, and client confidentiality

• Competitive base salary reviewed annually, with performance-based bonuses
• Firm sponsorship of the CPA Canada In-Depth Tax Course, including course fees, study materials, and paid study time for exam preparation
• Comprehensive benefits package including extended health, dental, vision, and paramedical coverage
• Hybrid work arrangement with a flexible schedule
• Firm-sponsored CPD (Continuing Professional Development) hours and access to external tax conferences
• Inclusive, team-oriented culture with regular firm social events and wellness initiatives

We thank all applicants for their interest; however, only candidates selected for an interview will be contacted. Yale PGC LLP is an equal opportunity employer committed to diversity, equity and inclusion. Accommodations are available on request for candidates participating in all aspects of the selection process.