Senior Tax Manager

4 weeks ago


Toronto Ontario CA, Ontario HeadSource International Full time
Senior Tax Manager:

Senior Tax Managers are responsible for managing all aspects of personal, corporate, partnership, and trust tax returns for firm clients in diverse industries.
You will work with a team of staff in servicing our existing client list, while helping to drive the growth of the firm through annuity (repeat) business and special
tax projects. You will help expand our practice by acquiring new clients or by helping develop new services.

PRIMARY RESPONSIBILITIES

Financial
• 1,200 – 1,300 chargeable hours
• Origination volume: annual target established as part of individual Annual Action Planning process

Client
• Becomes the primary contact point for client management
• Detects business development opportunities and — with Partner — makes new sales to existing or potential clients
• Recognizes sales and cross-sales opportunities with existing clients
• Organizes and participates in business development and promotion activities
• Develops a network to identify potential clients
Operational/Technical
• Reviews tax returns (T1, T2, T3, etc.) prepared by junior tax staff and assurance staff
• Takes the lead on planning and executing internal projects or processes
• Provides resource services for assurance staff
• Responsible for following-up with clients and getting work in the door
• Develops and delivers value-added tax planning strategies to clients in a timely and effective fashion
• Identifies and implements tax plans and engagements
• Reviews tax elections and filings (T2057, T2054, etc.) prepared by more junior staff
• Supervises junior tax staff
• Reviews and analyzes WIP, and prepares invoices. Monitor realization and profitability of engagements
Learning and Growth
• Responsible for ongoing professional development to stay current on tax legislation
• Assists in recruiting, training, and professional development of Managers and junior staff
• Coaches junior tax staff
• Participates in performance management system as an evaluator (30+ and annual evaluation)
• Plans, organizes, and implements technical training for the firm

QUALIFICATIONS

Education
• Post-secondary degree in business or finance; or,
• CPA or equivalent professional designation
• Completion of the In-Depth Tax Course (or equivalent exp)
Experience
• Minimum of 7-9 years of public practice or equivalent experience, preferably in a mid-sized accounting firm
• Minimum of 5 years of tax experience


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. What you will doAn opportunity to lead large sized client engagementsReviewing work for junior staff and managers to ensure accuracy and completenessProviding ongoing...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The Mining Tax group specializes in providing tax services to mining and mining royalty companies, from the smallest juniors to the senior operators with world-wide...


  • Toronto, Ontario, C6A, Ontario, Canada BDO Canada Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. We have an exciting opportunity for a motivated, driven tax professional at the Senior Manager level to join our dynamic and thriving Office of the Partner Team in Toronto....


  • Toronto, Ontario, C6A, Ontario, Canada BDO Canada Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG´s M&A Tax team is expanding and is currently seeking a Senior Manager. In this role, you will work directly with a variety of clients to provide expert advice...


  • Toronto, Ontario, C6A, Ontario, Canada BDO Canada Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. As a lead member you will work closely with KPMG Partners on tax planning initiatives and requirements. Your organizational skills will enable you to direct the work of...


  • Toronto, Ontario, C6A, Ontario, Canada BDO Canada Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG´s M&A Tax team is expanding and is currently seeking a Manager. In this role, you will work directly with a variety of clients to provide expert advice regarding i)...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. As a lead member of the International Corporate Tax group you will work closely with KPMG Partners on international tax planning initiatives and requirements. Your...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The KPMG Family Office, Cross Border Tax practice is a trusted advisor to high net worth individuals and their families, including owner managers, senior executives,...


  • Toronto, Ontario, C6A, Ontario, Canada BDO Canada Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. What you will doWorking with the members of the Financial Institutions Tax team at all levels, the successful candidate will provide value-add services to our Asset...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. What you will doWorking with the members of the Financial Institutions Tax team at all levels, the successful candidate will provide value-add services to our Asset...

  • Senior Tax Manager

    1 day ago


    Toronto, Ontario, Canada Zurich 56 Company Ltd Full time

    Zurich Canada is a leading insurance provider in the Canadian commercial market, serving mid-sized and large companies for over 100 years. Our company has been built on a foundation of integrity, excellence, and customer-centricity. We strive to provide ongoing career development opportunities and foster an environment where voices are diverse, behaviors are...

  • Tax Senior Manager

    3 days ago


    Toronto, Ontario, Canada RSM Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Canada’s Scientific Research and Experimental Development (SR&ED) program is one of the country’s most longstanding and largest tax incentive programs (50 years and...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. What you will doAn opportunity to lead large sized client engagements.Reviewing work for junior staff to ensure accuracy and completeness.Providing ongoing technical...


  • Toronto, Ontario, C6A, Ontario, Canada KPMG Canada Full time

    OverviewAt KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. We have an exciting opportunity for a motivated, driven tax professional at the Manager level to join our dynamic and thriving Office of the Partner Team in Toronto. You...