Tax and Compliance Officer
- Toronto, ON, Canada
- Greater Toronto Area, Canada, Canada
Compensation: $120k max per annum, depending on experience · Full-time
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Job details
- Pay
- Compensation: $120k max per annum, depending on experience
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
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: $120k max 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
- 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
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
More about this job
Responsibilities
Manage tax service providers and compliance for high-net-worth individuals, corporations, and partnerships across Canada, the United States, and other jurisdictions. Support tax planning and special transactions, prepare and review financial records, coordinate tax authority matters and audits, and ensure reporting deadlines are met.
Requirements
Requires a CPA designation and progressive experience in public accounting or an industry tax role, along with completion of or enrollment in the CPA In-Depth Tax Course or a master's tax program. Candidates should have strong Excel and Visio skills, tax research and software experience, Canadian tax expertise, and the ability to work independently while delivering high-quality client service; U.S. tax knowledge is beneficial.
Skills
- Tax Planning
- Tax Compliance
- Canadian Tax
- U.S. Tax
- International Tax
- Tax Research
- Financial Reporting
- Accounting
- Tax Authority Correspondence
- Audit Support
- Excel
- Visio
- Client Service
- Analytical Skills
- Communication
- Deadline Management
Benefits
- Health Insurance
- Virtual Health
- Health Care Spending Account
- 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 and Discounts
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
Keywords
- CPA
- CPA In-Depth Tax Course
- Master's in Tax
- Canadian Tax
- U.S. Tax
- International Tax
- Tax Planning
- Tax Compliance
- Tax Research
- Tax Software
- Excel
- Visio
- High-Net-Worth Individuals
- Corporations
- Partnerships
- Repatriation Transactions
- Tax Withholding
- Mergers and Acquisitions
- Business Reorganizations
- Estate Planning
- Financial Reporting
- Tax Authority Correspondence
- Tax Audits
- Income Tax
- External Service Provider Management
- Accounting Records