JOB STATUS: Existing Vacancy
JOB SUMMARY:
The Manager International Expansion Private Client Corporate Services will be responsible for the delivery of tax services and provide accounting and bookkeeping services to our clients. Responsibilities include reviewing Canadian personal and corporate tax returns interacting closely with clients to provide tax planning participate in consultation and working closely with the Managing Directors on delivering innovative tax planning strategies.
DUTIES & RESPONSIBILITIES:
- Review of personal (T1 corporate (T2 trust returns (T3 T4s T5s HST etc.
- Review of compilation engagements
- Researching tax issues and advising clients on tax impact of certain transactions
- Maintaining client files to ensure accurate and timely completion of returns and schedules
- Evaluate profitability of each client engagement and recommend changes as
- Provide support to clients on general questions regarding year end
- Compiling financial statements for corporate tax filings assisting with yearend work
- Working closely with clients and providing exceptional client service
- Corresponding with the Canada Revenue Agency (CRA) and reviewing CRA tax return assessment
- Help Improve workflow efficiency within the corporate accounting team
- Other duties may be assigned as necessary
QUALIFICATIONS & EDUCATION REQUIREMENTS:
- Bachelor degree in accounting or finance or equivalent work experience (Designation preferred)
- At least 48 years work experience in corporate tax and/or public accounting
- Familiarity with 1040 US personal returns would be considered an asset
- Ability to train and mentor junior accounting/all other tax staff below manager level
- Working knowledge of a broad range of Corporate Tax issues and ability to research
- Ability to handle the demands of multiple clients efficiently and effectively
- Highly organized and detail oriented with excellent multitasking and problemsolving skills
- Be proactive selfdirected and motivated as well as a team player
- Excellent communication interpersonal and client services skills
- Experience or familiarity with CCH IFirm CCH Axcess CCH XCM Dynamics 365 Quickbooks Simply Accounting Zero
- Proficient with software applications/programs i.e. MS Office Word PowerPoint Excel Outlook etc.
- Willingness to learn new software packages
WORKING CONDITIONS:
- Ability to work additional hours as needed and travel to various client sites.
Required Experience:
Senior IC