Insight Global is seeking a Tax Manager to join a leading public accounting firm's Private Enterprise Tax practice. This individual will lead client engagements focused on corporate, personal, and trust taxation while acting as a trusted advisor to owner-managed businesses and high-net-worth individuals. The successful candidate will be responsible for delivering tax compliance and planning services, developing proactive tax strategies, managing client relationships, and mentoring junior team members.
Day-to-Day Responsibilities
Lead multiple tax engagements for private enterprise clients and oversee engagement delivery
Review and advise on corporate (T2), personal (T1), and trust (T3) tax compliance matters
Develop and implement tax planning strategies for owner-managed businesses and their shareholders
Analyze financial statements and ensure accurate tax reporting and compliance
Advise clients on tax implications related to business operations, restructurings, and growth initiatives
Liaise with the CRA and provincial tax authorities regarding client matters
Prepare and review tax elections and documentation associated with corporate reorganizations
Manage client portfolios, identify value-add opportunities, and foster long-term relationships
Oversee engagement budgets, billing, WIP management, and project financials
Support business development initiatives, networking efforts, and proposal preparation
Mentor, coach, and develop junior tax professionals
REQUIRED SKILLS AND EXPERIENCE
- Must-Have Qualifications
- CPA designation
- 2+ years of public accounting or tax consulting experience post CPA
- Current enrollment in In Depth program
- Strong knowledge of Canadian corporate, personal, and trust taxation
- Experience with tax compliance, tax planning, and private enterprise clients
- Experience reviewing and preparing corporate tax returns (T2)
- Strong understanding of accounting principles and financial statements
- Proven client relationship management and leadership experience
Pay range starting at $100,000/year
Please Note: We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.