Tax Manager
- Burlington, ON, Canada
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Job details
- Experience
- Minimum of 8 years of progressive tax experience in a public accounting firm, including complex tax review and engagement management.
- Posting language
- English
- Posted
Original job description
Our client, a leading independent public accounting firm, is seeking an experienced Tax Manager to join their team in Burlington, Ontario. This is an excellent opportunity for a tax professional with strong technical expertise, client relationship management skills, and a passion for mentoring and developing team members.
In this role, you will oversee complex tax engagements, provide strategic tax planning and advisory support, and ensure the delivery of accurate, timely, and high-quality client services. You will work closely with senior leadership while supporting a diverse portfolio of individuals, owner-managed businesses, corporate subsidiaries, and not-for-profit organizations.
Key Responsibilities:
- Manage and review personal, corporate, trust, partnership, and not-for-profit tax filings, along with GST/HST and other tax-related returns.
- Identify and implement tax planning opportunities for individuals and owner-managed businesses in collaboration with senior leadership.
- Conduct tax research, analyze complex tax matters, and provide technical guidance and recommendations to clients and colleagues.
- Manage communications and resolutions with the Canada Revenue Agency (CRA) and provincial tax authorities regarding audits, objections, appeals, and other tax matters.
- Prepare and review tax provisions, supporting calculations, and documentation.
- Lead client engagements, monitor deadlines, and ensure compliance with applicable tax requirements and firm standards.
- Coach and mentor team members, provide technical training, and review work to support their professional development.
- Maintain strong relationships with clients, colleagues, and firm leadership while ensuring clear and timely communication.
Qualifications:
- CPA designation.
- Completion of CPA Canada's In-Depth Tax Program or a Master's in Taxation.
- Minimum of 8 years of progressive tax experience in a public accounting firm, including complex tax review and engagement management.
- Advanced proficiency in Microsoft Excel, Word, CaseWare, CaseView, and Taxprep.
- Strong technical research, analytical, communication, and presentation skills.
- Proven leadership experience, including coaching, mentoring, delegation, and engagement team management.
- Excellent project management and organizational skills, with the ability to manage multiple engagements and competing deadlines.
More about this job
Responsibilities
The Tax Manager at Patch & Permasearch will review tax returns for individuals, businesses and not-for-profits, plan taxes for clients, and handle communications with the CRA and provincial tax authorities. The role also leads client engagements and coaches and mentors team members.
Requirements
Candidates need a CPA designation, the CPA In-Depth Tax Program or a Master's in Taxation, and at least 8 years of tax experience in a public accounting firm. Strong Excel, Word, CaseWare, CaseView and Taxprep skills and proven leadership experience are required.
Skills
- Personal tax preparation
- Corporate tax returns
- Trust and partnership taxation
- Not-for-profit taxation
- GST/HST returns
- Tax planning
- Tax research
- CRA audit and objections
- Provincial tax authority liaison
- Tax provision calculation
- CaseWare
- CaseView
- Taxprep
- Microsoft Excel
- Microsoft Word
- Engagement management
- Project management
- Coaching and mentoring
- Technical training
- Financial analysis
- Presentation skills
Categories
- Finance & Accounting
- Consulting
- Legal
Keywords
- Tax Manager
- tax manager
- CPA
- CPA Canada
- In-Depth Tax Program
- Master's in Taxation
- public accounting
- tax planning
- tax compliance
- GST/HST
- CRA audit
- tax provision
- CaseWare
- CaseView
- Taxprep
- Excel
- tax review
- tax research
- Burlington
- Ontario
Seniority
Senior
Licences and certifications
- CPA
Tools
- Microsoft Excel
- Microsoft Word
- CaseWare
- CaseView
- Taxprep
Languages
- English
Fields of study
- Taxation