Role Description
A senior tax planning professional serving as a key individual contributor, driving tax strategy development and client relationship management across diverse business portfolios.
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Client Relations & Business Development (40%)
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Tax Strategy & Planning (30%)
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Team Development & Leadership (20%)
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Professional Development & Industry Knowledge (10%)
Tasks
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Client Relations & Business Development:
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Engage directly with clients to assess tax planning requirements and recommend tailored solutions.
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Cultivate and sustain relationships with key decision-makers across multiple office locations.
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Deliver compelling tax planning presentations to secure new client partnerships.
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Partner with cross-functional teams to identify additional service opportunities.
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Represent the organization at client events and industry networking functions.
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Tax Strategy & Planning:
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Create sophisticated tax optimization strategies encompassing income distribution, entity restructuring, and business transition planning.
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Evaluate intricate tax scenarios and deliver creative compliance solutions.
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Oversee implementation of tax strategies while ensuring regulatory adherence and validate tax planning frameworks created by junior staff members.
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Team Development & Leadership:
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Guide and supervise tax professionals across various experience levels while facilitating coaching and professional development initiatives.
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Execute performance evaluations and establish development objectives for team members, partnering with leadership to ensure tax planning efforts support organizational goals.
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Professional Development & Industry Knowledge:
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Monitor evolving tax regulations and emerging industry developments while engaging in professional conferences, continuing education, and skills enhancement programs.
Qualifications
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10+ years of experience in preferably public accounting.
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Strong proficiency in Canadian tax laws and regulations, particularly related to corporate and personal taxation.
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Completion of In-Depth Tax Course or equivalent.
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Completion of CPA designation.
Benefits
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Standard Health Benefits
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Professional Development Support
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Flexible Hours
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4 Weeks Vacation
Company Description
A rapidly expanding full-service accounting and advisory organization committed to delivering comprehensive financial solutions to individual and corporate clients. The firm specializes in innovative approaches to complex tax challenges, with particular strength in specialized industry sectors including agriculture.
The Opportunity
Step into a pivotal tax planning leadership role within a thriving professional services environment experiencing substantial expansion. This position provides the platform to drive meaningful impact through process enhancement, strategic guidance, and revenue growth while serving a varied client portfolio.
The Expectations Timeline Preview
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By Month 1:
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Built strong working relationships with stakeholders across all office locations.
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Developed comprehensive understanding of current tax planning workflows and client portfolio.
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Mastered existing tax planning systems and methodological approaches.
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By Month 3:
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Drive successful completion of multiple client projects and generate new engagement opportunities.
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Create and deliver strategic tax planning recommendations to executive leadership.
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Recognize opportunities for service delivery optimization.
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By Month 6:
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Execute improvements to tax planning workflows and service methodologies.
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Showcase capability to deliver actionable tax insights supporting client business objectives.
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Solidify partnerships with priority clients and internal teams organization-wide.
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By Month 12:
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Achieve measurable growth in tax planning revenue and client acquisition.
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Deploy enhanced tax planning systems and resource improvements.
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Deliver strategic counsel resulting in improved client outcomes and organizational expansion.