DUTIES & RESPONSIBILITIES:
- Manager is responsible for the workflow on the assigned client engagements.
- Assist and manage the business tax compliance process and monitoring progress & quality of the tax returns and related filings.
- Prepare and review complex returns (e.g. T2s Compilations GST HST QST etc..
- Preforms detailed review of tax filings prepared by staff; determine all information to ensure/complete accurate tax compliance. Escalate any issues or tax questions to Senior Managers or Directors.
- Prepares engagement letters elections and other forms (e.g. CDA Reg 102 Reg 105 RC1 Rollovers Etc.
- Assists in the review of simple related to simple and complex tax filings (e.g. T1 T2 T3 T4 T5 Compilations etc..
- Acts as a resource for Associates Preparers & Students as well as the other groups of the Firm; provide training as needed.
- Participates in developing responsible trained staff by assisting in performance evaluations developing training aids and acting as an instructor in professional development programs.
- Assists with projects that improve workflow processes and client services including simplifying firm procedures and processes implementation of new systems etc.
- Review the correspondence with relevant tax authorities and prepare responses.
- Responsible to manage many clients and be the main point of contact.
- Balancing client workload among staff and improve workflow efficiency within the team.
- Assists in client consultation independently or alongside a Senior Manager or a Director to develop the clients understanding.
- Other duties may be assigned as necessary.
QUALIFICATIONS & EDUCATION REQUIREMENTS:
- At least 7 years of progressive tax compliance experience preferably with at least 35 years focused on corporate income and sales tax experience; minimum of 5 years managing work of tax associates/preparers.
- Commencement/ Participation in the CPA InDepth Tax Course
- Participates in career development program to improve managerial communication and interpersonal skills.
- Bachelors degree in accounting considered an asset.
- Superior analytical technical and tax accounting skills.
- Demonstrated experience in managing a team of tax professionals.
- Proficiency in use of computer tax preparation tax research and tax planning software programs.
- Strong written and verbal communication skills.
- Strong research decisionmaking skills and critical thinking skills.
- Capacity to work well in a team environment.
- Capable of effectively developing and maintaining client relationships
WORKING CONDITIONS:
- Occasional overtime work throughout the year. Heavy overtime work for deadlines.
Required Experience:
Manager