Senior Tax and Compliance Officer

Résumé du poste

Manage tax compliance and planning for high-net-worth individuals and corporations across multiple jurisdictions. Collaborate with the CFO on special transactions, including mergers, acquisitions, and estate planning, while overseeing external service providers.

Détails du poste

About the job We are looking for a Senior Tax & Compliance Officer to join our team of skilled professionals at our Family Office based in Toronto, ON. This is a full-time permanent opportunity with an on-site setting. Compensation: $124K-154K per annum, depending on experience Benefits Health Insurance (includes Virtual Health, and HCSA) Dental Insurance Vision Insurance Life Insurance Long-term Disability Short-term Disability RRSP Match Paid Vacation Floating Days Employee Assistance Program Employee Engagement Events Awards and Recognition Tuition reimbursement Service Awards Employee Perks & Discounts Responsibilities Manage external service providers in numerous jurisdictions so that tax and business objectives are met in a cost-efficient and timely manner Collaborate in the planning process and execution of repatriation transactions to identify any tax withholding and liability issues, and propose alternate scenarios Work with the CFO-Family Office on Canadian and multi-foreign jurisdictional tax planning (inbound and outbound) to achieve tax and operational efficiencies Work with the CFO-Family Office on special transactions including mergers, acquisitions, business reorganizations and estate planning Prepare and examine accounting records and financial reports for a portfolio of High-Net-Worth individuals, corporations, and partnerships Prepare files for submission to professional service providers in preparation for meeting tax compliance requirements in Canada, the US, and other jurisdictions for a portfolio of High-Net-Worth individuals, corporations and partnerships Manage correspondences with tax authorities, reconciliation of tax accounts and the reports to management and owners Provide assistance with audits by tax authorities through tax analysis, information gathering, and status documentation Plan and implement an income tax compliance process to ensure tax reporting deadlines are met Identify and communicate trends and developments in tax which are relevant to High-Net-Worth individuals and corporations Qualifications Professional accounting designation – CPA 6-7 years of progressive experience with a public accounting firm or a mid-level tax position in industry Completion or currently enrolled in the CPA In-Depth Tax Course or a Masters of Tax program Strong Excel and Visio skills Has the ability to work independently Contribute to team objectives Excellent communication and interpersonal skills High-level client service skills including the ability to meet deadlines Experience with Canadian tax research tools and tax software An understanding US tax rules is beneficial Proven experience advising individuals and corporations on income tax issues and specific business matters Strong analytical capability, sound business sense and creative mind Integrity, honesty, and sound judgment regarding confidential matters #LI-AA1 We may use artificial intelligence (AI) tools on a limited basis to assist in initial assessment, identification, and review of candidates. AI is used only to support our recruiting and hiring team, and decisions are always made by the recruiting and hiring team. Absolutely no applicant data is sent or provided externally through these AI tools. Benefits found in job post Dental insurance, Vision insurance, Medical insurance

Ce que vous ferez

Manage tax compliance and planning for high-net-worth individuals and corporations across multiple jurisdictions. Collaborate with the CFO on special transactions, including mergers, acquisitions, and estate planning, while overseeing external service providers.

Exigences

Requires a CPA designation and 6-7 years of progressive experience in public accounting or industry tax roles. Completion or enrollment in a CPA In-Depth Tax Course or Masters of Tax program is required.

Avantages

• Health Insurance • Dental Insurance • Vision Insurance • Life Insurance • Long-term Disability • Short-term Disability • RRSP Match • Paid Vacation • Floating Days • Employee Assistance Program • Employee Engagement Events • Awards and Recognition • Tuition reimbursement • Service Awards • Employee Perks & Discounts

Compétences indiquées

• Service à la clientèle · Souhaitée
• Financial Reporting · Souhaitée
• interpersonal skills · Souhaitée
• Microsoft Excel · Souhaitée
• Comptabilité · Souhaitée
• Gestion de projet · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Tax Planning
• Tax Compliance
• Financial Reporting
• Accounting
• Excel
• Visio
• Canadian Tax Law
• US Tax Rules
• Estate Planning
• Mergers and Acquisitions
• Audit Assistance
• Client Service
• Analytical Capability
• Interpersonal Skills
• Tax Research
• Project Management

Domaines d’emploi

• Finance & Accounting
• Management & Leadership
• Consulting