Taxation Specialist

A Taxation Specialist will be instrumental in providing exceptional client services to a diverse range of clients while fostering the growth and development of our skilled team. The CPA-Tax is expected to maintain ethical standards and act with professionalism. By building strong relationships with clients, colleagues, and partners, the CPA-Tax will consistently deliver high-quality services in compliance with Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), relevant legislation, and Firm Standards.

Qualifications and Experience

• Post-secondary degree or certificate in business or management
• CPA designation with a strong focus on taxation, including active participation in Tax Group meetings
• Completion or intention to enroll in the In-Depth Tax Course in the upcoming performance cycle (not applicable for rotational tax roles)
• Proficiency in MS Office and accounting software

Core Principles

• Integrity in Success – We strive for honesty and transparency in achieving personal and professional fulfillment.
• Innovative Service – We leverage new ideas and technologies to provide adaptable services.
• Exemplify ethical behavior and professionalism
• Self-driven and diligent
• Exceptional communication skills, both verbal and written
• Strong interpersonal and organizational abilities
• Meticulous attention to detail and capacity to meet deadlines
• Able to work autonomously and collaboratively
• Robust analytical and problem-solving capabilities
• Eagerness to learn
• Ability to manage multiple priorities and deadlines
• Well-developed leadership and mentoring skills
• Commitment to staff development through guidance and coaching
• Client service-focused

Main Responsibilities

The CPA-Tax will deliver taxation advisory and related services to both public and private clients across various industry sectors.

Key responsibilities include, but are not limited to:

Tax Services

• Plan and execute engagements primarily focused on compliance
• Collaborate with partners and tax managers on corporate restructuring and planning projects
• Ensure timely completion of tax compliance obligations (may include federal, provincial, and international filings as necessary)
• Engage with tax authorities and agencies
• Assist clients during audits conducted by tax agencies and follow up on audit outcomes
• Participate in estate planning for clients, including wills, insurance, and trusts
• Support the tax technician team through training, review, and oversight of tax-related tasks
• Prepare tax returns to ensure completeness and submit to managers and partners
• Report and discuss any issues with partners and managers that may impact engagement outcomes
• Stay informed on the Income Tax Act and relevant tax materials to maintain current knowledge
• Conduct client consultations to gather necessary information for file completion
• Organize and compile client materials
• Research client businesses, compile data, and prepare documentation for partner review
• Create and implement engagement plans, ensuring budgets and procedures are adhered to
• Justify timelines and budget discrepancies as needed
• Address all review notes promptly and ensure they are comprehensive
• Follow up on outstanding issues related to tax projects
• Act as a line manager for CPA students
• Review tax working papers prepared by junior staff
• Prepare working papers not assigned to junior staff
• Provide regular updates on project progress and billing to partners/managers
• Continuously update practice standards, ensuring budgets are accurate and deadlines are met
• Prepare and review complex personal and corporate income tax returns
• Offer business and tax advice to clients
• Assist clients with wealth management, financial advice, tax audits, and property investments
• Proactively plan for progression through the In-Depth Tax course
• Develop and deliver in-house tax professional development as required
• Continuously enhance professional knowledge and skills to improve individual and team performance

CPA Student Management

• Exemplify the values of the CPA profession
• Supervise tax assignments of CPA students directly
• Ensure students receive all necessary information for tax projects during their training
• Review student work in tax areas throughout the articling period

Additional Duties

• Stay updated on professional standards to ensure compliance
• Attend relevant seminars and conferences
• Continuously work on improving written and verbal communication skills
• Perform other accounting-related tasks as required
• Represent the firm positively in community engagements and events

Your ability to fulfill these responsibilities and any additional tasks assigned will be evaluated as part of your annual performance review.

Application Process

Buckberger Baerg & Partners LLP is committed to equal opportunity employment. All qualified candidates will be considered. We appreciate the interest of all applicants; however, only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Benefits:

• Company events
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Work from home options

Schedule:

• Monday to Friday