Manager, International Expansion| Private Client Corporate Services

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 required 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 client’s understanding.

• Other duties may be assigned as necessary.

QUALIFICATIONS & EDUCATION REQUIREMENTS: 

• At least 7 years of progressive tax compliance experience, preferably with at least 3-5 years focused on corporate income and sales tax experience; minimum of 5 years managing work of tax associates/preparers.

• Commencement/ Participation in the CPA In-Depth Tax Course

• Participates in career development program to improve managerial, communication and interpersonal skills.

• Bachelor’s 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, decision-making 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 required throughout the year.  Heavy overtime work required for deadlines.