Tax and Financial Manager
4 weeks ago
About the Role
LotusFlare, Inc, a leading technology company, is seeking a highly skilled Tax and Financial Manager to join our team. Based in Santa Clara, USA, we specialize in digital transformation solutions that provide accessible connectivity services globally.
Key Responsibilities
- Participate in and supervise multiple tax engagements, contributing to compliance services and innovative tax planning ideas.
- Demonstrate a thorough understanding of tax concepts and apply tax knowledge to U.S. and Canada corporate Federal and state income tax compliance.
- Conduct tax research, analyze U.S. cross-border tax issues, and draft technical memos related to client matters.
- Develop and deliver innovative tax planning ideas with timely and responsive services and work products.
- Prepare practical solutions to clients' tax situations and arrive at appropriate conclusions.
- Lead the development of tax recommendations and implementation plans.
Financial Reporting and Analysis
- Prepare and analyze monthly, quarterly, and annual financial statements.
- Ensure accurate and timely reporting of all financial data.
- Conduct variance analysis to identify discrepancies and provide insights to management.
Compliance and Audit
- Ensure compliance with various regulatory requirements.
- Coordinate and support external and internal audits.
- Maintain and enforce internal controls and accounting policies.
Requirements
- An undergraduate degree in Accounting, Finance, Law, or a related field with a minimum of 5 years of experience in U.S. Tax.
- A background in tax compliance and accounting for corporate income tax, as well as a broad understanding of federal, state, and local income or franchise tax.
- Strong software skills, including proficiency in Microsoft Office Suite and QuickBooks.
- The ability to analyze complex data from multiple sources and a high attention to detail.
- The ability to prioritize when working on multiple projects and manage client relationships by ensuring data quality, teaming, and timely deliverables.
-
Financial & Tax Reporting Specialist
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we strive to create a workplace where everyone feels empowered to contribute and grow. As a Financial & Tax Reporting Specialist, you will play a vital role in ensuring the accuracy and compliance of our financial reports.Key ResponsibilitiesReview and analyze tax distributions and allocations for mutual funds, ETFs, and closed-end...
-
Financial Expert
5 days ago
Toronto, Ontario, Canada SOFTRON TAX Full timeSOFTRON TAX is seeking a skilled Financial Expert to join our team as a Tax Specialist.About the JobWe are looking for a highly motivated and organized individual who can provide exceptional customer service and support in preparing financial information, income tax returns, and ensuring professionalism in all interactions.Key ResponsibilitiesPrepare...
-
Financial Services Associate
7 days ago
Toronto, Ontario, Canada SOFTRON TAX Full timeSOFTRON TAX is seeking a skilled Financial Services Associate to join our team. As a tax professional, you will play a key role in preparing financial information for individuals and companies.Job DescriptionWe are looking for an individual who possesses excellent communication skills and can work effectively in a fast-paced environment. The ideal candidate...
-
Toronto, Ontario, Canada CI Financial Full timeAbout the RoleCI Financial is seeking a highly skilled Tax Reporting and Financial Operations Specialist to join our team. As a key member of our financial operations group, you will play a critical role in ensuring the accuracy and compliance of our tax reporting and financial transactions.ResponsibilitiesReview and analyze financial data to ensure accuracy...
-
Tax Operations Senior Manager
4 days ago
Toronto, Ontario, Canada CI Financial Full timeJob OverviewWe are seeking a highly experienced Tax Operations Senior Manager to join our team at CI Financial. This is a senior-level role that requires strong leadership and management skills, as well as extensive knowledge of tax operations and compliance.About CI FinancialCI Financial is a leading global wealth management and asset management advisory...
-
Tax Administrator
2 weeks ago
Toronto, Ontario, Canada CI Financial Full timeWe are seeking an experienced Tax Administrator to join our Client Reporting Tax team at CI Financial.The ideal candidate will have a strong background in tax regulations and a keen eye for detail.Key responsibilities include:Managing and generating estate tax slips accurately and in a timely mannerEnsuring compliance with relevant tax regulationsProviding...
-
Taxes Specialist
3 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we are seeking a highly skilled Taxes Specialist to join our Client Reporting Tax team. As a Taxes Specialist, you will be responsible for managing and generating estate tax slips accurately and in a timely manner.Key Responsibilities:Audit and review estate tax slips to ensure compliance with legislative requirements and internal business...
-
Tax Professional
4 days ago
Toronto, Ontario, Canada CI Financial Full timeCompany Overview:We are CI Financial, a leading financial services company dedicated to providing exceptional investment solutions and innovative products.About the Role:The successful candidate will play a crucial role in our Client Reporting Tax team, ensuring accurate and timely delivery of estate tax slips. This position involves managing and generating...
-
Tax and Financial Advisor
1 month ago
Toronto, Ontario, Canada FBC Farm and Small Business Tax Consultants Full timeJob OverviewWe are seeking a highly skilled Tax and Member Services Advisor to join our team at FBC Farm and Small Business Tax Consultants. As a key member of our team, you will play a vital role in providing exceptional tax and accounting advice to our members, fostering strong relationships, and connecting them with our domain experts.Key...
-
Tax Administrator
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we are seeking a skilled Tax Administrator to join our Client Reporting Tax team. The successful candidate will be responsible for managing and generating estate tax slips accurately and in a timely manner. This role involves ensuring compliance with relevant tax regulations, maintaining precise records, and providing support for...
-
Tax Administrator
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we strive to create a work environment that fosters growth, innovation, and collaboration. As a Tax Administrator, you will play a crucial role in ensuring the accurate and timely delivery of estate tax slips, while also addressing inquiries related to estate tax matters.Key Responsibilities:Prepare and issue estate tax slips in accordance...
-
Senior Tax Professional
4 days ago
Toronto, Ontario, Canada CI Financial Full timeAbout the RoleWe are seeking a highly skilled Senior Tax Professional to join our team at CI Financial. As a key member of our tax department, you will be responsible for managing and coordinating tax compliance and provision for our global and Canadian subsidiaries.Key ResponsibilitiesPrepare or review Canadian federal and provincial income tax returns...
-
Accounting Professional
1 week ago
Toronto, Ontario, Canada ADVANCE TAX AND ACCOUNTING SERVICES INC. Full timeAbout UsAt Advance Tax and Accounting Services Inc., we are dedicated to providing exceptional financial services to our clients. As a key member of our team, you will play a crucial role in helping us achieve our mission.Job DescriptionWe are seeking an experienced Bookkeeper to join our team. The successful candidate will be responsible for performing...
-
Tax Compliance Specialist
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we're looking for a Tax Manager to join our team. This role will be responsible for managing and coordinating tax compliance and tax provision for global and Canadian subsidiaries.Key ResponsibilitiesPrepare or review Canadian federal and provincial income tax returns, ensuring timely filing of tax forms and elections.Prepare, review, and/or...
-
Tax Compliance Specialist
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we are seeking a highly skilled Tax Manager to join our team. This role will be responsible for managing and coordinating tax compliance and tax provision for global and Canadian subsidiaries.Key ResponsibilitiesPrepare or review Canadian federal and provincial income tax returns, ensuring timely filing of tax forms and elections.Prepare,...
-
Tax Administrator
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we strive to create a work environment that fosters growth, innovation, and collaboration. As a Tax Administrator, you will play a crucial role in ensuring the accurate and timely delivery of estate tax slips, while also addressing inquiries related to estate tax matters.Key Responsibilities:Prepare and issue estate tax slips in accordance...
-
Tax Compliance Specialist
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we strive to create an environment where our employees feel empowered to take ownership of meaningful work, grow through challenging projects, and work on innovative products and services.The Tax Manager will be responsible for managing and coordinating tax compliance and tax provision for global and Canadian subsidiaries.Key...
-
Tax Specialist
4 weeks ago
Toronto, Ontario, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're seeking an experienced Tax Specialist to join our team. As an indirect tax expert, you'll play a critical role in ensuring our compliance with complex tax regulations.The ideal candidate will have a strong background in Canadian indirect taxes, with experience in filing returns for various reporting cycles, including...
-
Tax Professional
3 weeks ago
Toronto, Ontario, Canada CI Financial Full timeJob Overview:We are seeking a Tax Professional to join our team at CI Financial. As a Tax Professional, you will play a critical role in assisting with client year-end tax reporting requirements under Canadian and U.S. tax authorities.Key Responsibilities:Review, research, and analyze year-end tax files/slips for accuracy and completeness.Perform data...
-
Tax Specialist
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we're committed to providing a safe and inclusive work environment where employees can thrive. As a Tax Specialist, you'll play a vital role in assisting with client year-end tax reporting requirements under Canadian and U.S. Tax Authorities.Key Responsibilities:Review, research, and analyze year-end tax files/slips for accuracy and...