Tax Professional

1 week ago


Edmonton, Alberta, Canada 77 Consultants Full time

About 77 Consultants


We are a leading consulting firm dedicated to delivering exceptional tax services to our clients. Our team of experts is committed to providing personalized attention and tailored solutions to meet the unique needs of each client.



Role Overview

The Tax Senior/Manager role at 77 Consultants is a senior-level position that requires a high degree of technical expertise and business acumen. As a key member of our tax team, you will be responsible for managing medium-sized client tax engagements, including both public and private companies.



Key Responsibilities

  • Work closely with a Partner as a senior team member on identifying tax issues and planning opportunities for owner-managed businesses;
  • Prepare and review federal and provincial income taxes for individuals, corporations, and exempt organizations;
  • Manage clients' high-level personal and corporate tax and GST matters;
  • Perform technical research, develop tax planning strategies, and make appropriate recommendations;
  • Assist the Audit and Assurance department with tax and GST compliance matters as required and identify Tax cross-selling/consulting opportunities to existing or potential external clients;
  • Provide knowledge and expertise in the areas of Canadian tax issues;
  • Supervise and review Canadian personal and corporate tax returns;
  • Lead, supervise, and assist in the learning of the completion of corporate restructuring plans;
  • Provide Canadian estate planning for high-net-worth clients;
  • Manage a portfolio of clients that vary in size and scope and act as the point of contact for internal and external clients;
  • Manage risk and financial performance of engagements, including billing, collections, and project budgets;
  • Build and manage client relationships; advise clients by delivering high-quality tax service and advice;
  • Participate in the coaching and performance management process of the practice by conducting timely performance reviews, providing ongoing feedback, and training to develop junior team members;
  • Demonstrate the ability to identify tax consulting opportunities and a willingness to aggressively market services to existing and prospective clients.


Requirements

To be successful in this role, you will need to have:



  • A Professional accounting designation (CA, CPA, CGA, or CMA);
  • Completion of the CICA In-depth I, II, and III tax program, or a Master's in Tax;
  • Strong technical background in a public practice services firm with a further 3-5 years of post-designation experience after completing the in-depth level I, II, III program;
  • Significant tax compliance and/or planning experience;
  • Proficiency in Tax software, Caseware, Excel, and Word;
  • Excellent verbal and written communication abilities;
  • Exceptional time management and organizational skills, capable of multitasking various tasks, projects, and strategic improvement initiatives;
  • Detail-oriented, proactive, and embodying our core values.


Compensation Package

The estimated salary for this role is $120,000 - $150,000 per year, depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.


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