Senior Associate, Private Client Individual Tax Services

Private Client · Toronto, Ontario
Department Private Client
Employment Type Full Time
Minimum Experience Experienced

Senior Associate, Private Client Individual Tax Services


Location: we accept applications from anywhere within Canada


Job Summary:


Senior Associate, Private Client Individual Tax Services will be responsible for the delivery of a full range of Expatriate and International tax services.  The individual will ensure efficient, accurate, complete and timely preparation and delivery of all clients’ tax returns, as well as, interact closely with clients to provide tax consulting and compliance expertise. 


Duties & Responsibilities:


  • Maintain continuous interaction with clients, manage expectations and ensure exceptional client service
  • Conducts initial calls with prospect and potential clients
  • Preparation of fee quotes and pricing packages for new tax year on both Canada and US side
  • Responsible for completion of the compliance process including delegating work
  • Organizing Working Paper file for both Canada and US Returns, ensuring proper documentation and back up for numbers reported
  • Prepares tax deliverables as instructed; determine all information required to ensure/complete accurate tax compliance
  • Self-review of deliverables, including tax returns; escalating any issues or tax questions to Managers, Senior Managers and Directors as appropriate
  • Prepare calculations such as tax cost projections, tax equalization calculations, hypothetical tax calculations, etc.
  • Drafting follow up communications with clients for information
  • Ensuring completion of task within the assigned time frame
  • Preparation of correspondence to deal directly with Canadian Revenue Agency, Internal Revenue Service/other authorities with respect to tax related inquiries and audits
  • Acts as a resource for Associates & Preparers
  • Continually increase understanding and knowledge in Canadian and U.S. personal income tax, international tax treaties and regulatory issues and payroll matters
  • Other duties may be assigned as necessary


Qualifications & Education Requirements:


  • Bachelor’s degree in Accounting. CPA CA, CPA, Master’s in Taxation, LLM in Taxation, JD or Enrolled Agent.
  • At least 3-5 years of progressive tax experience as an associate, preferably focused on international tax experience
  • Must be a member in good standing with an Accounting Association Institute, constantly meeting requirements for continuing education hours
  • Superior analytical, technical and tax accounting skills
  • 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 from February to April 30


COVID-19 considerations

  • In the interest of the health and safety of our employees, Trowbridge requires those that wish to work for our organization to be fully vaccinated against COVID-19.

Thank You

Your application was submitted successfully.

  • Location
    Toronto, Ontario
  • Department
    Private Client
  • Employment Type
    Full Time
  • Minimum Experience
    Experienced