Senior Manager, Private Client Individual Tax Services

Private Client · Toronto, Ontario
Department Private Client
Employment Type Full Time
Minimum Experience Senior Manager/Supervisor

Senior Manager, Private Client Individual Tax Services


Location: we accept applications from anywhere within Canada 


Job Summary:


The Senior Manager, 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 timey preparation and delivery of all clients’ tax returns, as well as, interact closely with   clients to provide tax consulting and compliance expertise. 


The Senior Manager will be responsible for supervising the Tax Managers; providing them with leadership, mentoring and career guidance. 


In addition, the Senior Manager will be involved in practice improvements and business development activities.


Duties & Responsibilities:


  • Manage the tax compliance process including delegating tasks and monitoring progress & quality of the tax returns
  • Performs detailed and signer review of tax filings prepared by staff; determine all information required to ensure/complete accurate tax compliance
  • Assumes tax preparation responsibility for the more complex tax returns
  • Review calculations such as tax cost projections, tax equalization calculations, hypothetical tax calculations, etc.
  • Preparation of correspondence to deal directly with Canadian Revenue Agency/other authorities with respect to tax related inquiries and audits
  • Conducts Tax Consults to develop the client’s understanding of Canadian, US and foreign tax, compensation and payroll issues and implications of recent law changes
  • Maintain continuous interaction with clients, manage expectations and ensure exceptional client service
  • Communicates to the appropriate firm personnel important tax and tax developments affecting the clients
  • Acts as a resource for Tax Managers, Associates & Preparers, as well as, the other groups of the Firm on specific expatriate and international tax issues and/or questions
  • Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness
  • Supervises tax staff and provides on the job training
  • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids and acting as an instructor in professional development programs
  • Continually increase understanding and knowledge in Canadian and U.S. personal income tax, international tax treaties and regulatory issues and payroll matters
  • Maintain a general knowledge of economic and political trends of possible tax or other legislation that could affect the business climate
  • Utilize tax expertise to develop new relationships in the business community, network and be involved in presentations and proposals
  • Assists with projects that improve workflow processes and client services, including simplifying Firm procedures and processes, implementation of new systems, etc.
  • Researches and evaluates tax preparation and tax research software for recommendation to Managing Director(s)
  • Prepares other reports and projects as requested from time to time by the Managing Director(s)
  • 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 10 years of progressive tax consulting experience, preferably with at least 3-5 years focused on international tax experience; minimum of 3 years supervising and directing work of tax associates/preparers
  • Participates in career development program to improve managerial, communication and interpersonal skills
  • Must be a member in good standing with the Accounting Association Institute
  • Superior analytical, technical and tax accounting skills
  • Demonstrated experience in practice development, business development and 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 same day travel for work at clients; offices, meetings and seminars
  • Occasional out-of-town travel with overnight stay for work at clients, meetings or seminars
  • 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
    Senior Manager/Supervisor