Tax Specialist

BISHOP & COMPANY has been committed to client service success for 40 years. Founded by retired partner Raymond Bishop in 1982, the Firm is now led by partners Greg Miller, Jocelyne Dumaresq, and Justin Strong. With a staff complement of 20 people, the Firm provides a wide range of professional services in the areas of audit and assurance, taxation, business information technology, succession, estate planning, business advisory and risk management.

Bishop & Company is committed to promoting diversity and inclusion in the workplace. We believe that it is essential for work forces to reflect the communities they serve, where everyone feels included and valued. We promote environments that value and respect all individuals, regardless of their race, ethnicity, gender, sexual orientation, age, ability, religion, or any other personal characteristic.

WE ARE CURRENTLY LOOKING FOR AN INDIVIDUAL TO JOIN OUR DIVERSE TEAM AS A TAX SPECIALIST. In this role you will work with our clients and colleagues to deliver customized tax planning strategies for our clients.

• Prepare corporate reorganizations to assist with client needs and tax planning
• Prepare succession planning for corporate clients while ensuring their priorities are being heard and make the best plan for their needs
• Perform technical research and documentation for individual cases and client questions
• Supervise junior staff with completing various tax fillings
• Assist with any tax audits, reviews, assessments, voluntary disclosures and notices of objections
• Review legal documents such as articles of incorporation, purchase agreements and amalgamation agreements and discuss items of concern with partners and clients
• Reviewing and managing complex personal income tax returns
• Mentor and manage staff
• Technology and process development and improvement; contribute to the development of new ideas and approaches to improve work processes
• Assist with complex matters for year‑end engagement annual tax compliance, as well as review of complex corporate tax returns
• Review and manage Trust Tax Returns

• CPA designation or similar relevant designation, such as legal degree
• Completion of the CICA In‑Depth Tax Course
• Experience in the agricultural sector, or a desire to work with clients in this sector, would be considered an asset
• Minimum of 5-7 years of relevant experience in Canadian Tax focusing on owner‑managed business
• Experience with tax planning and execution for owner‑managed business, client solution development, client communications, monitoring and meeting tax deadlines, maintaining documentation, and management of client expectations
• Demonstrated leadership and team building skills
• Willingness to take on tasks outside of the normal scope of work when needed in order to deliver on committed results
• Strong written and verbal communication skills
• Able to provide client advice with a high degree of confidence and accurately respond to challenging questions
• Able to deeply understand clients’ businesses and maintain strong relationships
• Eager to assist clients in developing and implementing tax planning strategies
• Strong time management abilities, self‑motivated and able to work independently

• The tax specialist working hours are flexible and negotiable
• Overtime may be required throughout the year based on client deadlines and other project‑related work
• Local travel to client sites is required as needed, as is travel within the Maritimes with overnight stays for conferences / professional development

We strive for excellence in ourselves and for our clients. We hold ourselves and each other to the highest standards in both our work and our conduct. We consistently work to exceed our clients’ expectations by guiding them to unique solutions customized to their needs and delivering them in a timely fashion.

We are focused on achieving agreed‑upon end goals in the right way and in the right time. We live up to our commitments on quality, deadlines, and deliverables for our clients. We take pride in actively engaging with our clients, anticipating their needs and being there when they need us.

We are actively involved in our community, promoting and recognizing our clients whenever possible. We proactively search out opportunities to contribute and impact our community, both individually and as a Firm. We seek to support and give back to our community on an ongoing basis.

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

Accounting