Jobs.ca
Jobs.ca
Language
KPMG logo

Manager, Private Client, Tax

KPMG10 days ago
Verified
Toronto, Canada
Mid Level
Full-Time

About the role

Job Description

Overview

At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.

The KPMG Private Client Tax group helps high net worth individuals and their families with complex US and Canadian and multi-jurisdictional tax compliance and advisory issues.

We are growing and are looking for tax professionals who have a passion to learn, are motivated to embrace challenges and enjoy resolving complex tax issues and designing sophisticated income and estate tax planning strategies.

As a lead member you will work on Canadian and US tax planning initiatives and compliance. Your organizational skills will enable you to direct the work of staff, including reviewing their work for accuracy and completeness. Additionally, you will research and prepare tax-planning strategies for our clients. The ideal candidate enjoys the spotlight and sets the standard for staff, by providing ongoing support and opportunities for professional development.

What you will do

  • Plan and lead engagements including Canadian and US income tax planning, estate planning and tax compliance.
  • Plan workflow and organize teams for the preparation of personal tax returns and review the work of staff for accuracy and completeness.
  • Develop relationships, understand the needs of the client and work with them to provide tax solutions and planning strategies.
  • Prepare memos by conducting tax research and analyzing complex issues.
  • Provide ongoing support and mentoring for the professional development of staff.
  • Work with other practices and member firms in attracting new work to the firm.

What you bring to the role

  • Minimum 4 years of experience specializing in Canadian and US personal tax.
  • Ability to lead private client engagements and interact effectively with clients.
  • US Professional Accounting designation (EA or US CPA) would be an asset.
  • Canadian CPA or working towards Canadian CPA designation.
  • Experience with trust taxation and estate planning is an asset.
  • Ability to provide persuasive and self-assured responses to challenging questions.
  • Strong research and writing ability.
  • Strong commitment to professional and client service excellence.

About KPMG

Accounting
10,000+

KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We have 273,000 outstanding professionals working together to deliver value in 143 countries and territories. With a worldwide presence, KPMG continues to build on our successes thanks to clear vision, defined values and, above all, our people.

Our industry focus helps KPMG firms’ professionals develop a rich understanding of clients'​ businesses and the insight, skills and resources required to address industry-specific issues and opportunities.

The independent member firms of the KPMG network are affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Each KPMG firm is a legally distinct and separate entity and describes itself as such.