Tax Manager
Richmond Hill, ON, Canada
Full Time
Manager/Supervisor
Role and Responsibilities:
Ø Review financial statements, corporate tax returns, personal tax returns, T5013 Partnership Returns, T3 Trust Returns, T4/T4A/NR4/T5 Information Slips, T5001 Tax Shelter Slips, GST and EHT Returns, ETD calculations, WSIB calculations.
Ø Review of client engagements files.
Ø Maintain excellent client relationships.
Ø Manage multiple engagements.
Ø Respond to information requests from clients and tax authorities.
Ø Schedule team members for engagements, including preparing long-range schedule and updating current schedule.
Ø Develop course of action, including coordination of start dates, planning and completion of engagements.
Ø Assist Associates and Senior Associates in planning engagements, preparing budgets, including assessing risk, suggesting procedures and guidance regarding approach.
Ø Communicate engagement issues to relevant team members.
Ø Communicate with clients with respect to all aspects of the engagement such as, documentation requirements, timing, tax balance owing, and billing.
Ø Supervise and monitor fieldwork, including guidance on executing audit procedures, dealing with problems, and technical assistance.
Ø Train and develop Associates, Senior Associates and Co-op students.
Ø Conduct annual performance review with team.
Ø Review file timelines and draft invoices for billing.
Ø Meet billable target hours.
Requirements:
Ø Chartered Professional Accountant (CPA) designation and minimum 4 years of relevant work experience.
Ø 1-2 years of experience managing a team of Professionals within the Public Accounting industry.
Ø Experience with T1, T2, T3 and other tax forms mandatory.
Ø Strong technical background in Canadian Income Tax.
Ø Experience with CaseWare, and CCH (Tax Prep) considered an asset.
Ø Excellent verbal and written communication skills.
Ø Strong interpersonal and problem-solving skills
Ø Excellent organizational and time management skills.
Ø Ability to take initiative and to multi-task in a fast-paced environment characterized by changing priorities.
Ø Experience using Microsoft Suite: Word, PowerPoint, Excel and Outlook.
Ø Review financial statements, corporate tax returns, personal tax returns, T5013 Partnership Returns, T3 Trust Returns, T4/T4A/NR4/T5 Information Slips, T5001 Tax Shelter Slips, GST and EHT Returns, ETD calculations, WSIB calculations.
Ø Review of client engagements files.
Ø Maintain excellent client relationships.
Ø Manage multiple engagements.
Ø Respond to information requests from clients and tax authorities.
Ø Schedule team members for engagements, including preparing long-range schedule and updating current schedule.
Ø Develop course of action, including coordination of start dates, planning and completion of engagements.
Ø Assist Associates and Senior Associates in planning engagements, preparing budgets, including assessing risk, suggesting procedures and guidance regarding approach.
Ø Communicate engagement issues to relevant team members.
Ø Communicate with clients with respect to all aspects of the engagement such as, documentation requirements, timing, tax balance owing, and billing.
Ø Supervise and monitor fieldwork, including guidance on executing audit procedures, dealing with problems, and technical assistance.
Ø Train and develop Associates, Senior Associates and Co-op students.
Ø Conduct annual performance review with team.
Ø Review file timelines and draft invoices for billing.
Ø Meet billable target hours.
Requirements:
Ø Chartered Professional Accountant (CPA) designation and minimum 4 years of relevant work experience.
Ø 1-2 years of experience managing a team of Professionals within the Public Accounting industry.
Ø Experience with T1, T2, T3 and other tax forms mandatory.
Ø Strong technical background in Canadian Income Tax.
Ø Experience with CaseWare, and CCH (Tax Prep) considered an asset.
Ø Excellent verbal and written communication skills.
Ø Strong interpersonal and problem-solving skills
Ø Excellent organizational and time management skills.
Ø Ability to take initiative and to multi-task in a fast-paced environment characterized by changing priorities.
Ø Experience using Microsoft Suite: Word, PowerPoint, Excel and Outlook.
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