Manager, Tax Preparation Services

3 weeks ago

Montreal, Quebec, Canada Raymond James Ltd. Full time
English to follow

Chez Raymond James, nous perfectionnons, nous collaborons, nous prenons des décisions, nous obtenons des résultats et nous nous améliorons ensemble.

Courtier en valeurs mobilières indépendant le plus important du Canada, Raymond James Ltée offre des produits et services de placement de grande qualité aux Canadiens et aux Canadiennes à la recherche de solutions personnalisées adaptées à leurs besoins en matière de gestion de patrimoine.

Gestionnaire, Services de déclaration de revenus

Quelle est l'incidence du rôle sur l'organisation?

Sous la responsabilité du gestionnaire principal, Services de déclaration de revenus, vous fournirez un leadership et une expertise dans les services de préparation des déclarations de revenus tout en apportant un soutien continu au Groupe gestion privée et aux services fiduciaires de RJL. Le poste offre la possibilité de devenir une ressource clé dans l'un des plus grands marchés du Canada, en rejoignant une équipe établie de professionnels de la fiscalité situés à Vancouver et à Montréal qui travaillent ensemble pour fournir des services de déclaration de revenus exemplaires dans tout le pays.

L'un des principaux objectifs du titulaire de ce poste est d'améliorer l'expérience des clients tout en soutenant les conseillers en placement et les agents de fiducie. La personne retenue fournira des services de préparation des déclarations de revenus et des services de planification fiscale, en mettant l'accent sur l'élargissement du dialogue avec les clients et sur la proposition de valeur globale, tout en contribuant aux efforts de la firme pour consolider ses actifs et augmenter ses revenus.

Quelles seront vos responsabilités?

Gestion des relations avec la clientèle
  • Collaborer efficacement avec la division des clients privés, la division des sociétés fiduciaires, les conseillers en placement, les agents de fiducie, les services juridiques et les services de déclaration de revenus et de planification financière afin de développer les activités de services fiscaux dans la région.
  • Fournir du matériel éducatif sur la planification fiscale et la préparation des impôts par le biais de présentations, de documents écrits et de consultations individuelles.


Expertise en fiscalité
  • Assurer le leadership dans la prestation de services de préparation et de planification fiscale pour les particuliers, les entreprises, les fiducies et les successions clients de Raymond James.
  • Maintenir un contrôle de qualité élevé en vérifiant l'exactitude et l'exhaustivité des déclarations fiscales et des autres travaux effectués par les membres de l'équipe.
  • Maintenir à jour ses connaissances et sa compréhension des lois fédérales et provinciales en matière d'impôt sur le revenu.


Leadership
  • Rendre compte de la planification de la mobilisation.
  • Fournir un service exceptionnel aux clients. Développer des stratégies proactives pour approfondir les relations avec les conseillers en placement et les agents de fiducie.
  • Faire preuve de leadership pour garantir la mise en œuvre de processus et de systèmes efficaces dans le cadre de la prestation de services de préparation des déclarations de revenus.
  • Assurer la formation, l'encadrement et la rétroaction sur le lieu de travail afin de contribuer au développement des employés et des cadres de l'équipe des services de déclaration de revenus.


Stratégie et gestion d'entreprise
  • Créer des stratégies de communication et de marketing efficaces pour soutenir et développer les activités.
  • Collaborer avec des collègues de tout le pays pour assurer une prestation unifiée des services de déclaration de revenus dans l'ensemble du Canada.
  • Contribuer à la planification stratégique et opérationnelle liée à la gestion des clients et des pratiques, ainsi qu'au développement de nouvelles idées et approches pour améliorer les processus de travail.
  • Embaucher et constituer une équipe d'employés en fonction des besoins pour soutenir les services de déclaration de revenus.


Gestion et contrôle du risque
  • Assurer la liaison avec les services de conformité, les services opérationnels, les services juridiques et d'autres secteurs d'activité connexes afin de résoudre les problèmes systémiques, administratifs, juridiques et de gestion des risques liés à la prestation de services de préparation des déclarations de revenus.
  • Prendre l'initiative de résoudre les problèmes complexes des entreprises et des clients et collaborer avec les clients, les membres de l'équipe et les parties prenantes, le cas échéant.
  • Réaliser d'autres tâches et projets assignés.


Que pouvez-vous attendre de nous?

Notre investissement le plus important est celui que nous faisons dans les gens. En fonction de l'admissibilité, Raymond James Ltée offre des styles de travail flexibles ainsi qu'une rémunération et un ensemble d'avantages sociaux concurrentiels. Ces avantages sociaux vont des prestations de santé au programme de cotisations correspondantes aux REER, en passant par le Régime d'actionnariat des employés, les congés payés, les journées de bénévolat, les primes discrétionnaires, le remboursement des frais de scolarité et bien d'autres Nous soutenons également la promotion interne et l'engagement envers la collectivité.

Qu'attendons-nous de vous?

Le candidat ou la candidate idéal(e) devra posséder ce qui suit :
  • connaissance fondamentale des concepts, pratiques et procédures d'investissement utilisés dans le secteur de la gestion de patrimoine ou des services financiers;
  • connaissance de la préparation et de la planification des déclarations de revenus des particuliers, des sociétés, des fiducies et des successions;
  • connaissance efficace de Microsoft Office ainsi que la volonté et la capacité d'apprendre à utiliser de nouvelles applications;
  • esprit critique et d'analyse pour déterminer et résoudre des problèmes divers, complexes et ambigus en temps utile et de manière pratique;
  • capacité à travailler dans les délais impartis dans un environnement exigeant et très fréquenté, tout en maintenant un niveau de service élevé et en accordant une attention impérative aux détails;
  • compétences avancées en communication en personne, par courriel, en vidéoconférence, au téléphone et bonne gestion des relations;
  • professionnalisme pour établir et maintenir des relations de travail efficaces en faisant preuve de respect et d'authenticité à tous les niveaux de l'organisation;
  • capacité à collaborer avec un réseau diversifié de clients, de clients potentiels et de partenaires commerciaux;
  • valeurs professionnelles telles que le discernement, l'intégrité, la volonté d'aller plus loin pour les clients et la ténacité pour obtenir des résultats;
  • tact et discrétion dans le traitement des informations confidentielles; et
  • bilinguisme en français et en anglais.


Exigences de formation ou d'expérience antérieure :
  • Baccalauréat en commerce, en finance ou dans un domaine connexe, ou une combinaison équivalente d'expérience et de formation; et
  • Avoir suivi le Programme fondamental d'impôt de CPA Canada ou être titulaire d'une maîtrise en fiscalité.


Permis et certificats
  • Titre comptable requis (CPA, CA, CGA, CMA) avec plus de 4 ans d'expérience en pratique publique dans la préparation et la planification de déclarations de revenus des particuliers, des sociétés, des fiducies et des successions; et
  • Avoir suivi un cours sur les valeurs mobilières au Canada ou être titulaire de la certification MTI ou TEP constitue un atout.


Nous encourageons notre personnel à tous les niveaux à :
  • avancer professionnellement et inspirer les autres à faire de même;
  • travailler avec d'autres et en interagissant avec d'autres pour produire les résultats escomptés;
  • faire des choix pragmatiques promptement et agir avec les clients en tête;
  • se responsabiliser et se tenir soi-même et tenir les autres responsables de la production de résultats qui comptent;
  • contribuer à l'évolution continue de la firme.


Chez Raymond James Ltée, nous honorons, valorisons et respectons le caractère unique, les expériences et les origines de tous les membres de notre équipe. Quand les employés sont authentiquement eux-mêmes, notre société, les clients et mes communautés s'épanouissent; il s'agit d'un aspect de notre culture axée sur les gens. La société souscrit au principe de l'égalité d'accès à l'emploi et prend toutes les décisions liées à l'emploi selon le mérite et les besoins d'affaires.

Chez Raymond James, nous montrons notre engagement à assurer l'égalité d'accès à l'emploi à l'égard de tous les candidats. Pour demander des services adaptés, les candidats doivent envoyer un courriel aux Ressources humaines à l'adresse : En s'adressant à cette adresse courriel, les candidats peuvent communiquer leurs exigences spécifiques et discuter des services adaptés dont ils pourraient avoir besoin pour participer pleinement au processus de recrutement.

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Manager, Tax Preparation Services

How does the role impact the organization?

Reporting to the Senior Manager, Tax Preparation Services, you will provide leadership and expertise in tax return preparation services while providing ongoing support to the Private Client and Trust Services divisions at RJL. The position offers the opportunity to become a key resource in one of Canada's largest markets, joining an established team of tax professionals located in Vancouver and Montreal who work together to deliver exemplary tax preparation services across the country.

A critical objective for incumbents in this role is to enhance the client experience while supporting investment advisors and trust officers. The individual will provide tax preparation services and support tax planning services with a particular emphasis on broadening the dialogue with clients, and their overall value proposition, while assisting firm efforts to consolidate assets and increase revenues.

What will your role be responsible for?

Client Relationship Management
  • Partner effectively with the private client division, trust company division, investment advisors, trust officers, and its legal, tax and financial planning groups to expand the tax services business in the region;
  • Provide educational materials on tax planning and tax preparation via presentations, written materials, and individual consultations; and


Tax Expertise
  • Leadership in the delivery of tax preparation and planning services for personal, corporate, trust and estate clients of Raymond James (T1, T2, T3);
  • Maintain high quality control by reviewing tax returns and other work done by team members for accuracy and completeness; and
  • Maintain up-to-date knowledge and understanding of the Federal Income Tax Act and the Quebec Income Tax Act


Leadership
  • Accountable for engagement planning
  • Provide outstanding client service. Develop proactive strategies to deepen relationships with both investment advisors and trust officers;
  • Demonstrate and provide leadership to ensure efficient processes and systems are implemented in the delivery of tax preparation services; and
  • Provide on the job training, coaching, feedback to assist with development of associates and senior associates in the tax preparation team.


Business Strategy and Executive
  • Create effective communication and marketing strategies to support and grow the business;
  • Collaborate with colleagues in across the country to provide a unified delivery of tax services across Canada; and
  • Contribute to strategic and operational planning related to client and practice management, as well as the development of new ideas and approaches to improve work processes.
  • Hire and build a team of associates as necessary to support the tax preparation services business.


Risk Management and Control
  • Liaise with compliance, operations, legal and other related lines of business to resolve system, administrative, risk management and legal issues pertaining to the delivery of tax preparation services;
  • Take lead on resolving complex business/client challenges and collaborate with clients, team members and stakeholders when required; and
  • Other duties and projects as assigned.


What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity, you possess:
  • Fundamental knowledge of investment concepts, practices, and procedures used in the wealth management or financial services industry;
  • Knowledge of personal, corporate, trust, and estate tax preparation and planning;
  • Proficient in Microsoft Office with a willingness and ability to learn new applications;
  • Exercise critical thinking and analytics to identify and resolve diverse, complex and ambiguous issues in a timely and practical manner.
  • The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
  • Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
  • Demonstrate a professional manner to establish and maintain effective working relationships through respect and authenticity at all levels of the organization;
  • Collaborate with a diverse network of clients, prospects and business partners;
  • Employ professional values including sound judgment, integrity, going the extra mile for clients, and being tenaciously driven to achieve results;
  • Exercise tact and discretion in the handling of confidential information; and
  • Bilingualism in French and English is required.


Educational/Previous Experience Requirements
  • Bachelor's Degree in Business, Finance or related field, or an equivalent combination of experience and education; and
  • Completion of the CICA In-Depth Tax Course or Masters in Taxation.


Licenses/Certifications
  • Accounting designation required (CPA, CA, CGA, CMA) with 4+ years' public practice experience in personal, corporate, trust, and estate tax preparation and planning; and
  • Canadian Securities Course, MTI or TEP designation would be an asset.


We encourage our associates at all levels to:
  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm


At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions based on merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

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