Manager Private Client Individual Tax Services
Manager Private Client Individual Tax Services
Posted on :
10-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
DUTIES & RESPONSIBILITIES:
- The Manager is responsible for the workflow on the assigned client engagements
- Manage the tax compliance process including delegating tasks and monitoring progress & quality of the tax returns
- Maintain continuous interaction with clients manage expectations and ensure exceptional client service
- Performs detailed review of tax filings prepared by staff; determine all information to ensure/complete accurate tax compliance
- Final review of some deliverables including tax returns not requiring a higherlevel review; escalating any issues or tax questions to Senior Managers and Directors
- Review calculations such as tax cost projections tax equalization calculations hypothetical tax calculations etc.
- Review and preparation of correspondence to deal directly with Canadian Revenue Agency Internal Revenue Service/other authorities with respect to tax related inquiries and audits
- Conducts Tax Consults independently or alongside a Senior Manager or a Director to develop the clients understanding of Canadian US and foreign tax compensation and payroll issues and implications of recent law changes
- Conducts initial calls with prospect and potential clients
- Preparation of fee quotes and pricing packages related communication with clients
- Communicates to the appropriate firm personnel important tax and tax developments affecting the clients
- Acts as a resource for Senior Associates Associates & Preparers as well as the other groups of the Firm on specific expatriate and international tax issues and/or questions
- Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness
- Supervises tax staff and provides on the job training
- Works to develop responsible trained staff by assisting in recruiting performance evaluations developing training aids and acting as an instructor in professional development programs
- Continually increase understanding and knowledge in Canadian and U.S. personal income tax international tax treaties and regulatory issues and payroll matters
- Maintain a general knowledge of economic and political trends of possible tax or other legislation that could affect the business climate
- Utilize tax expertise to develop new relationships in the business community network and be involved in presentations and proposals
- Assists with projects that improve workflow processes and client services including simplifying Firm procedures and processes implementation of new systems etc.
- Researches and evaluates tax preparation and tax research software for recommendation to Managing Director(s)
- Prepares other reports and projects as requested from time to time by the Managing Director(s)
- Other duties may be assigned as necessary
QUALIFICATIONS & EDUCATION REQUIREMENTS:
- Bachelors degree in accounting. CPA CA CPA masters in taxation LLM in Taxation JD or Enrolled Agent. (Please note that any candidate hired into this position that doesnt currently possess one of the aforementioned credentials/designations will be to secure one within one year from commencement of employment)
- At least 7 years of progressive tax consulting experience preferably with at least 35 years focused on international tax experience; minimum of 3 years supervising and directing work of tax associates/preparers
- Participates in career development program to improve managerial communication and interpersonal skills
- Must be a member in good standing with an Accounting Association Institute constantly meeting requirements for continuing education hours
- Superior analytical technical and tax accounting skills
- Demonstrated experience in practice development business development and 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 is throughout the year. Heavy overtime work from February to April 30
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
