Tax Manager

Job summary

Lead complex tax compliance and planning engagements while reviewing T1, T2, and T3 returns for privately owned businesses. Manage the tax team, mentor junior staff, and act as a primary point of contact for clients regarding corporate reorganizations and estate planning.

Job details

Tax Manager | $105,000–$120,000 | Burlington, ON There’s a point in tax where reviewing the return is only part of the job. The more interesting questions tend to come before it, how should the business be structured, what happens when ownership changes, how do you preserve wealth, and what should the client do next? This Tax Manager opportunity is with an established full-service CPA firm in Burlington working primarily with privately owned and entrepreneurial businesses. The tax practice covers compliance, planning, reorganizations, estate and succession work, M&A and cross-border matters. You’ll combine technical client work with leadership of the tax team, working closely with Partners while becoming a key point of contact for clients. Why this role stands out: $105,000–$120,000 salary Burlington location Broad tax planning and compliance exposure Corporate, personal and trust taxation Corporate reorganizations Estate and succession planning M&A and transaction-related tax work Cross-border tax exposure CRA audits and dispute resolution Direct relationships with business owners Opportunity to mentor and develop tax staff Close involvement with Tax Partners RRSP matching Company-paid health, dental and vision benefits Nine Fridays off during July and August in lieu of tax season hours Strong professional development and mentoring What you’ll be doing: Review T1, T2 and T3 tax returns Review GST/HST and other indirect tax filings Review T1134s, T106s and foreign affiliate reporting Lead complex tax compliance and planning engagements Advise clients on corporate reorganizations and tax-efficient structures Support mergers, acquisitions and other transactions Become involved in estate and succession planning Advise on cross-border tax matters Handle CRA audit queries and assist with tax disputes Identify tax planning opportunities across your client portfolio Act as a primary point of contact for clients Manage engagement budgets, workflow and deadlines Review work completed by members of the tax team Mentor, coach and develop junior and senior staff Provide technical guidance internally Work closely with Partners on more complex client matters Contribute to improvements across the wider tax department What they’re looking for: CPA designation Completion of the CPA In-Depth Tax Program 5–7+ years of Canadian public accounting experience 3–4+ years in a tax-focused position Previous leadership experience within a CPA firm Strong experience reviewing T1s, T2s and T3s Strong knowledge of Canadian and Ontario taxation Corporate tax planning experience Experience with reorganizations, estate planning or succession work Exposure to CRA audits and tax disputes Experience with T1134/T106 or foreign reporting would be valuable Comfortable managing clients directly Experience mentoring and reviewing the work of staff CaseWare, TaxPrep, CCH iFirm or similar software experience Previous CPA firm/public accounting experience required If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re only browsing the job boards and haven’t updated your resume yet, that’s not a problem. You can give me a call first. You’ll find my number on LinkedIn by searching for Jamie Egglenton at Distinct North America. Alternatively, send me a connection request or message on LinkedIn and we can take it from there. If you’ve reviewed this advert and are unsure whether to apply because you don’t meet every requirement, we’d still encourage you to apply. We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces. Even if this role isn’t the perfect fit, there’s a good chance we’ll have another opportunity that is.

What you’ll do

Lead complex tax compliance and planning engagements while reviewing T1, T2, and T3 returns for privately owned businesses. Manage the tax team, mentor junior staff, and act as a primary point of contact for clients regarding corporate reorganizations and estate planning.

Requirements

Requires a CPA designation, completion of the CPA In-Depth Tax Program, and 5-7+ years of Canadian public accounting experience. Candidates must have strong leadership experience within a CPA firm and proficiency in Canadian and Ontario taxation.

Benefits

• RRSP Matching • Health Insurance • Dental Insurance • Vision Insurance • Nine Fridays off during July and August • Professional development and mentoring

Listed skills

• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Tax Compliance
• Tax Planning
• Corporate Reorganizations
• Estate Planning
• Succession Planning
• M&A Tax
• Cross-border Taxation
• CRA Audit Resolution
• T1 Review
• T2 Review
• T3 Review
• Foreign Affiliate Reporting
• Staff Mentoring
• Client Relationship Management
• CaseWare
• TaxPrep

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership