Manager, International Expansion Private Client
2 months ago
JOB SUMMARY:
The Manager, International Expansion |Private Client Corporate Services will be responsible for the delivery of tax services and provide accounting and bookkeeping services to our clients. Responsibilities include reviewing Canadian personal and corporate tax returns, interacting closely with clients to provide tax planning, participate in consultation and working closely with the Managing Directors on delivering innovative tax planning strategies.
DUTIES & RESPONSIBILITIES:
- Review of personal (T1), corporate (T2), trust returns (T3), T4s, T5s, HST, etc.
- Review of notice to reader files
- Researching tax issues and advising clients on tax impact of certain transactions
- Maintaining client files to ensure accurate and timely completion of returns and schedules
- Evaluate profitability of each client engagement and recommend changes as required
- Provide support to clients on general questions regarding year end
- Compiling financial statements for corporate tax filings, assisting with year end work
- Working closely with clients and providing exceptional client service
- Corresponding with the Canada Revenue Agency (CRA) and reviewing CRA tax return assessment
- Help Improve workflow efficiency within the corporate accounting team
- Other duties may be assigned as necessary
QUALIFICATIONS & EDUCATION REQUIREMENTS:
- Bachelor degree in accounting or finance or equivalent work experience (Designation preferred)
- At least 4-8 years work experience in corporate tax and/or public accounting
- Familiarity with 1040 US personal return
- Ability to train and mentor junior accounting/tax staff
- Working knowledge of a broad range of Corporate Tax issues and ability to research
- Ability to handle the demands of multiple clients efficiently and effectively
- Highly organized and detail oriented with excellent multi-tasking and problem solving skills
- Be proactive, self-directed and motivated, as well as a team player
- Excellent communication, interpersonal and client services skills
- Experience or familiarity with TaxPrep 1& 2, QuickBooks, Simply Accounting, Zero
- Willingness to learn new software packages
WORKING CONDITIONS:
- Ability to work additional hours as needed and travel to various client sites.
COVID-19 CONSIDERATIONS:
- In the interest of the health and safety of our employees, Trowbridge requires those that wish to work for our organization to be fully vaccinated against COVID-19.
**Job Types**: Full-time, Permanent
**Salary**: $84,000.00-$90,000.00 per year
**Benefits**:
- Company events
- Dental care
- Extended health care
- On-site gym
- Vision care
Schedule:
- Day shift
Supplemental pay types:
- Bonus pay
Work Location: Hybrid remote in Toronto, ON M5H 1A1
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