Assistant Manager, Tax Preparation Services

Job Description - Assistant Manager, Tax Preparation Services (2500624)

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.

How does the role impact the organization?

Reporting to the Senior Manager, Tax Preparation Services, you will provide 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; and

- Provide educational materials on tax planning and tax preparation via presentations, written materials, and individual consultations

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

- Assist with engagement planning;

- Provide outstanding client service to deepen relationships with both investment advisors and trust officers;

- Provide support 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

- Collaborate with colleagues across the country to provide a unified delivery of tax services across Canada;

- 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; and

- Support associates as necessary to support the tax preparation services business

Risk Management and Control

- Liaise with compliance and other related lines of business to support risk management and 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;

Educational/Previous Experience Requirements

- Bachelor’s Degree in Business, Finance or related field, or an equivalent combination of experience and education; and

- Completion or enrolled in the CICA In-Depth Tax Course or Masters in Taxation

Licenses/Certifications

- Accounting designation required (CPA, CA, CGA, CMA) with 3+ 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 of 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 on the basis of 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 recruitment@raymondjames.ca. 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.

Salary Range: BC (based on Education, Work Experience, etc)

$90,000-105,000 in addition to competitive performance

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.www.cipf.ca

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