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Tax Strategy Director
2 months ago
We are seeking a seasoned Tax Strategy Manager to join our team at Staffix. As a key member of our Financial Services department, you will play a pivotal role in supporting our Portfolio Managers to deliver exceptional client service.
Key Responsibilities- Tailored Tax Services: Spearhead branch-level tax preparation services, ensuring accuracy and compliance with regulations.
- Holistic Tax Planning: Craft bespoke tax planning strategies for clients, maximizing their financial well-being and minimizing liabilities.
- Strategic Consultation: Conduct in-depth research and provide expert advice on tax minimization strategies, staying ahead of regulatory changes to offer proactive solutions.
- CRA Liaison: Offer invaluable assistance to clients facing CRA inquiries, audits, or over-contribution issues, ensuring swift resolution and peace of mind.
- Client Relationship Management: Collaborate closely with Portfolio Managers to establish and nurture strong client relationships, gathering vital KYC and financial planning information.
- Meeting Preparation: Support Portfolio Managers in preparing for client meetings, offering insights and analysis to enhance the client experience.
- Financial Planning Support: Assist in the input and analysis of client financial plans, contributing to comprehensive and tailored solutions.
- Onboarding Excellence: Play a key role in the onboarding process for new clients, reviewing documents and ensuring a seamless transition into our services.
- Custom Reporting: Generate client-specific reports, showcasing performance and progress, and reinforcing trust and transparency.
- Client Advocacy: Act as the primary Client Ambassador, nurturing and maintaining strong relationships, understanding their needs, and exceeding expectations.
- CPA Designation: Demonstrated expertise in tax management and financial services, ensuring compliance and excellence in execution.
- Client Rapport: Ability to build and maintain strong rapport with clients, fostering trust and loyalty through effective communication and empathy.
- Communication Proficiency: Exceptional written and verbal communication skills, enabling clear and compelling interactions with clients and colleagues alike.
