Tax Manager - Private Tax - Ottawa

Overview

This role is within the organization’s Private Tax practice. You will join a team of tax subject matter specialists advising private organizations and high net worth business owners and individuals on domestic and cross-border tax planning.

The position supports advice related to areas such as estate, wealth transfer and postmortem planning, asset protection strategies, and philanthropic planning. The Private Tax practice works closely with other tax teams, including transaction tax and international tax.

This job posting relates to an existing vacancy within the organization.

Candidates residing outside of Ontario are welcome to apply. Remote work arrangements are available.

Responsibilities

• Recommend and implement tax strategies that align with client objectives
• Correspond with legal counsel and tax authorities on client issues
• Assist with reorganizations
• Research compliance and planning issues
• Review personal, corporate, and trust tax returns
• Identify tax planning opportunities and prepare correspondence describing income tax implications of implementing transactions
• Research client issues arising from planning or compliance work using a variety of online sources
• Liaise with the client’s legal counsel
• Review personal, trust, and corporate tax returns and related compliance responsibilities
• Liaise with Canada Revenue Agency and relevant provincial ministries on client issues
• Correspond with audit managers, staff and/or clients to answer specific personal, trust, or corporate tax queries and matters arising from compliance or planning work
• Prepare tax election forms
• Assist and manage the administration of personal and trust tax compliance seasons

Requirements

• Undergraduate or graduate degree in accounting and/or other appropriate academic major
• 5+ years of relevant tax experience or equivalent experience in business or industry
• Canadian CPA designation
• Completed the CPA In-Depth Tax Courses (or equivalent) (Good to have)
• Excellent written and verbal communication skills
• Demonstrated ability to work as part of a team
• Strong organization and time management skills

Preferred Qualifications

• Ability to thrive within a fast-paced, professional services environment

Compensation & Benefits

• Competitive compensation package, with pay determined based on performance and the value brought to the business
• Total Rewards package includes:
  • Discretionary bonus program
  • Comprehensive medical, prescription drug, and dental coverage plan
  • Defined contribution pension plan
  • Vacation policy plus firm paid days that allow for longer long weekends throughout the year
  • Statutory holidays and paid personal days (based on province of residence)
  • Programs and benefits designed to support physical, financial, and social well-being
• Additional support including coaching and learning opportunities
• Flexibility to handle the role in a way that’s right for you

Anticipated salary range (Ottawa): $87,000 to $131,000. Individual salaries within the anticipated salary range are determined through factors including internal equity, education, relevant experience, knowledge, and applicable skill sets.

Location

Ottawa. Candidates residing outside of Ontario are welcome to apply. Remote work arrangements are available.

Accommodations

Please describe any accommodations you may need during the recruitment process.