Lead Tax Strategist, Client Growth and Optimization

1 week ago


Markham, Ontario, Canada Craig Keen Despatie Markell LLP Full time

About Us

Craig Keen Despatie Markell LLP is a leading tax consulting firm dedicated to delivering customized solutions to our clients.

Salary

The estimated annual salary for this position is $120,000 - $180,000 based on industry standards and location.

Job Description

We are seeking an experienced Senior Manager to lead multiple client-facing engagement teams responsible for the completion of tax engagements and the preparation of tax returns. As a trusted advisor, you will design solutions that meet compliance and reporting requirements, minimize risk, drive efficiencies, and maximize returns.

Responsibilities

  1. Client Engagement Lead: Oversee multiple client-facing engagement teams, ensuring timely completion of tax engagements and accurate preparation of tax returns.
  2. Tax Expertise: Deliver industry and technical expertise relating to taxation and assurance through client interactions, reports, technical work, management presentations, and high-quality deliverables.
  3. Business Process Improvement: Evaluate existing business processes and policies, advising on policy and tax changes to develop proactive tax strategies that leverage business opportunities and ensure effective operations.
  4. Election Forms and Compliance: Prepare election forms required in corporate reorganizations and assist in the administration of personal and trust tax compliance seasons.
  5. Client Portfolio Management: Manage a portfolio of clients, understanding their business, key risks, and ways to deliver added value, ensuring their needs are met and relationships grow.
  6. Engagement Planning and Financials: Accountable for engagement planning, scheduling, project financials (i.e., budgets, WIPS, timely billing, collection, and variance recognition).
  7. Quality Control and Issue Resolution: Maintain high-quality control, applying specialized knowledge to anticipate, identify, and address issues relevant to the client's business, financial entries, and reports.
  8. Business Development and Networking: Network in the local business community, consider business development opportunities, and contribute to the preparation and delivery of competitive proposals to meet client needs.
  9. Team Leadership and Development: Mentor, motivate, and coach team members towards professional and personal development by setting clear expectations, providing feedback, and conducting performance reviews.

Required Skills and Qualifications

  1. Education and Training: Completion of the In-depth Tax Program and other specialist development courses.
  2. Experience: 7 to 8 years of relevant public accounting or tax consulting experience.
  3. Tax Knowledge: Extensive working knowledge of Canadian Tax.
  4. Business Acumen: Strong understanding of business, accounting, management, and practice development principles.
  5. Leadership and Interpersonal Skills: Proven people management, relationship, and leadership skills.
  6. Strategic Planning and Conceptual Thinking: Strong strategic planning and conceptual thinking skills.

Benefits

MNP offers a comprehensive rewards package, including generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, and a flexible 'Dress For Your Day' environment.

Diversity and Inclusion

We celebrate diversity and welcome applications from individuals with disabilities.



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