Tax Manager

Working

Schedule:

Full Time / 9 to 5:30

We are seeking a skilled Tax Manager for a full-time hybrid role based in the eastern region of Toronto. This position is pivotal in leading the firm’s tax operations, ensuring seamless execution of tax functions, and delivering exceptional service to our small business, high net-worth, and cross-border tax clients.

• Manage and review Canadian tax compliance and tax planning engagements for small business owners and high net-worth clients.
• Review and finalize T1, T2, T3, T5013, and related filings, including elections, disclosures, and supporting schedules.
• Oversee cross-border (Canada–U.S.) tax files ensuring proper reporting, treaty positions, and documentation.
• Identify tax planning opportunities and provide recommendations on owner-manager planning, corporate reorganizations, remuneration strategies, capital gains planning, and succession considerations.
• Review year-end corporate files, including coordination of financial statements, tax provisions, and tax reconciliation.
• Manage a portfolio of clients by maintaining timelines, deliverables, and service quality while providing status updates and requirements.
• Provide guidance and technical feedback to staff accountants through file reviews and day-to-day support.
• Maintain quality control standards by reviewing work papers and improving documentation.
• Research and interpret tax legislation and CRA guidance, applying findings to client files.
• Support CRA matters including audit support, preparing responses, and handling notices and objections.
• Collaborate with firm leadership on workflow improvements and best practices to enhance efficiency.
• Identify and support additional client needs and value-added advisory services.
• Ensure confidentiality, professionalism, and compliance with CPA standards and firm policies.
• CPA, CGA, CMA, CA or Equivalent (Licensed in Canada).
• Completion or current enrollment in the In-Depth Tax Course.
• Minimum of 5+ years’ experience in a tax firm within Canada.
• Strong understanding of tax regulations and laws.
• High attention to detail, problem-solving, and analytical skills.
• Exceptional verbal and written communication skills.
• Proven ability to develop tailored client solutions that optimize tax outcomes and increase firm revenue.

• Experience with cross-border tax planning and compliance.
• Familiarity with innovative tax software and technology.