Tax Planning Professional

2 weeks ago


Hamilton, Ontario, Canada Durward Jones Barkwell & Company LLP Full time

Durward Jones Barkwell & Company LLP is a prominent public accounting firm serving the Niagara, Hamilton, and Halton regions. With offices in Burlington to Welland, we offer personalized services tailored to each client's unique needs.

We pride ourselves on being big enough to know our clients' complex requirements yet small enough to care about their individual experiences. Our expertise spans from intricate mergers and acquisitions to assisting new entrepreneurs navigate the intricacies of starting a business. We remain personally involved with our clients and the communities where we work and live, fostering a flexible work-life balance and summer hours.

Our tax team seeks a dedicated Tax Manager in Burlington and Hamilton.

Key Responsibilities:
  • Tax Compliance and Planning: Ensure the accuracy of tax returns for individuals, corporations, trusts, and partnerships, as well as related foreign reporting requirements. Lead and direct tax planning engagements, crafting technical tax memos that provide actionable insights.
  • Instruction Letter Review: Scrutinize instruction letters for corporate reorganizations, estate & post-mortem tax planning, business succession planning, and the purchase & sale of a business.
  • Tax Research and Interpretation: Conduct thorough research on tax legislation and proposed changes, presenting proactive solutions to clients, Senior Managers, and Partners.
  • Issue Resolution and Mentoring: Identify significant issues or findings, recommending resolutions to Senior Managers or Tax Partners. Delegate tasks effectively, managing completion within firm quality and client delivery standards. Serve as a technical resource, taking a proactive approach to mentoring and developing staff.
Requirements:
  • Canadian Income Taxation Expertise: Possess a thorough understanding of Canadian income taxation, with tax planning experience as an asset.
  • Continuous Learning: Demonstrate eagerness to continuously learn and gain experience in a broad range of tax concepts.
  • Professional Certification: Be enrolled or currently enrolled in the CPA In-Depth Tax Course, or have successfully completed the MTax program.

PAY RANGES: Approximately $80,000 - $120,000 per annum, commensurate with experience.



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