Senior Tax and Compliance Officer
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.
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 eports 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
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
