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The STORY Group

CURRENT OPPORTUNITY: Tax Manager

Tax Manager

Total Compensation: ideally up to $100k (potentially higher)

Bonus: 10%

Reports to: Partner

Client: Confidential

Location: Oakville


SUMMARY:

Our retained client, a private, mid-size accounting firm, has engaged The STORY Group to recruit for a Tax Manager role.


The Canadian Tax Manager will work directly with the Tax Group leaders and assist with managing the tax practice of the firm. This includes responsibility for identifying and implementing tax planning opportunities and tax compliance reviews, concentrating on domestic tax for a variety of clients including individuals, partnerships, trusts, estates and small and medium sized CCPC corporate clients.


The role involves collaborating with the US tax group on cross border tax planning.


In addition, the role is responsible for developing the tax team’s capabilities and managing the day to day activities of the group.


KEY FUNCTIONS & RESPONSIBILITIES: The specific responsibilities of the role, while not limited to, include:


  • Offer tax compliance services and work closely with Partners and Principals to provide innovative tax planning ideas to a variety of clients

  • Tax lead on small and medium sized client engagements

  • Pro-actively co-ordinate with the US Tax Team when US tax filings are required

  • Develop an understanding of the client’s business as it relates to a particular area or assignment

  • Plan and organize the tax team as required for preparation of tax returns, and conduct, document and present tax research

  • Research tax issues and present conclusions to the shareholder or manager

  • Provide daily guidance and coaching, and develop the tax knowledge of more junior tax team members

  • Be a member of the full-service team to meet the operational tax needs of our clients

  • Provide timely, high quality, exceptional service to our clients


QUALIFICATIONS & EXPERIENCE:

Following are the minimum requirements for the position:


  • Five to ten years’ experience in public accounting practice with a specialization in tax, preparing and reviewing personal, corporate and trust returns, estate tax planning, corporate reorganizations and dispute resolution

  • Demonstrated understanding of increasingly complex tax concepts and effective application of tax knowledge to client situations

  • Professional Accounting designation

  • Completion, or in the process of completing CPA Tax In Depth courses – Parts I and II

  • Minimum 5 years of recent experience in public accounting at the manager level specializing in domestic tax compliance and planning

  • Proficient in the use of Taxprep, TaxNet Pro Research, Caseware, MS Office

  • Knowledge and experience with HST is an asset

  • Knowledge or experience with US Tax compliance is an asset

  • Demonstrated excellence in oral and written communication skills

  • Highly responsive to client needs, and able to develop and maintain effective client working relationships

  • Proven ability to collaborate with firm client services teams

  • Demonstrated enthusiasm for work

  • Proven strong project management and organizational skills

  • Proven ability to work with and meet tight deadlines

  • Strong attention to detail


TO APPLY: Please submit your resume in confidence, by e-mail to: ian@storygroup.ca.


The STORY Group is committed to fair and accessible employment practices. Upon request, suitable accommodations are available under the Accessibility for Ontarians with Disabilities Act (AODA) to applicants invited to an interview.


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