Manager, International Expansion Private Client

2 months ago


Toronto, Canada Trowbridge Full time

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



  • Toronto, Canada CC&L Private Capital Full time

    Position: Private Client Intern Location: Toronto, Ontario Job Id: 1529 # of Openings: 4 Private Client Intern Fall Term (September – December 2024) Connor, Clark & Lunn Private Capital Ltd. Toronto, ON The Position CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based Private Client Services Team for a...

  • Private Client Intern

    2 weeks ago


    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Intern** **Fall Term (September - December 2024)** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team **for a **4-month term **from September 2024 to December 2024. **What do we offer a...


  • Toronto, Canada 019981 Hub International Ontario Limited Full time

    About The Role Positioned at the heart of Toronto, our expanding team seeks a Personal Lines Private Client Account Manager who’s eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer excellence. ...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 167592 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**:The Associate Private Banker is a portfolio management support role responsible for contributing to the management and development of client, through the sound administration of assigned accounts and the delivery...


  • Toronto, Canada HUB International Full time

    About The Role HUB continues to grow and is seeking a dynamic Leader to join our Personal Insurance team based in Toronto, Ontario, to help lead a practice in providing expert personal insurance portfolio management and service excellence to Private Client Group (PCG) High Net Worth clients. We are looking for a strong, detailed oriented individual to...


  • Toronto, Canada proSapient Full time

    Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders. Consulting and private equity firms come to proSapient when they need to...


  • Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Asset-Mix Intern** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **About Connor, Clark & Lunn Financial Group** Connor, Clark & Lunn Financial Group Ltd. (“CCLFG”) provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. Our business...

  • Private Client Group

    2 months ago


    Toronto, Canada Raymond James Financial Full time

    **Private Client Group - Summer Intern** - 2301867 - 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...


  • Toronto, Canada HUB International Full time

    The Private Client Risk Advisor provides advice and guidance to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families on their complex financial and risk management needs. They are focused on safeguarding and the wealth and assets of their clients and play a critical role in identifying risks and developing strategies to mitigate losses. The role...


  • Toronto, Canada Hub International Full time

    The Private Client Risk Advisor provides advice and guidance to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families on their complex financial and risk management needs. They are focused on safeguarding and the wealth and assets of their clients and play a critical role in identifying risks and developing strategies to mitigate losses. The role...


  • Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a seasoned banking professional, you will be responsible for facilitating the administrative and operational support of families within Parallel by RBC, a new team dedicated to Family Office. You will partner with various internal partners including Private Banking and Dominion Securities to ensure we deliver...

  • Account Executive

    1 week ago


    Toronto, Canada HUB International Full time

    About The Role HUB International’s Private Client Group continues to grow and is currently looking for strong Personal Insurance Broker to support an assigned High Net Worth/VIP book of business in our Toronto office and reporting to the Vice President, Private Client Group. This role is focused on delivering client excellence, growth and retention of a...


  • Toronto, Canada Scotiabank Full time

    Is this role right for you? In this role you will Assist in the effective management of client relationships and provide the highest quality customer service: Developing and maintaining a thorough knowledge of each relationship, including the nature of the account, its financial strength, banking requirements and future goals and direction. ...


  • Toronto, Canada Scotiabank Full time

    Is this role right for you? In this role you will Assist in the effective management of client relationships and provide the highest quality customer service: Developing and maintaining a thorough knowledge of each relationship, including the nature of the account, its financial strength, banking requirements and future goals and direction. ...


  • Toronto, Canada Scotiabank Full time

       Requisition ID: 199528Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing: The Director is responsible for increasing the reach and the capabilities of the Private Banking business across Scotiabank’s international footprint. The Director will lead and achieve strategic...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 199528 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing: The Director is responsible for increasing the reach and the capabilities of the Private Banking business across Scotiabank's international footprint. The Director will lead and achieve strategic...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 199528Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing: The Director is responsible for increasing the reach and the capabilities of the Private Banking business across Scotiabank's international footprint. The Director will lead and achieve strategic business...


  • Toronto, Canada Scotiabank Full time

       Requisition ID: 199528Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing: The Director is responsible for increasing the reach and the capabilities of the Private Banking business across Scotiabank’s international footprint. The Director will lead and achieve strategic...


  • Toronto, Canada Raymond James Financial Full time

    **Private Client Group Summer Intern** - 2300550 **Job Summary** The summer intern will be exposed to various products and roles available within Wealth Management and will have the opportunity to gain insight into the branch specifically as well as to add value through their unique perspective and strong academic background. The role’s primary...


  • Toronto, Canada Raymond James Financial Full time

    **Private Client Group Summer Intern** - 2301041 **Job Summary** The summer intern will be exposed to various products and roles available within Wealth Management and will have the opportunity to gain insight into the branch specifically as well as to add value through their unique perspective and strong academic background. The role’s primary...