Principal, Tax Services

JOB DESCRIPTION - PRINCIPAL, TAX SERVICES

Reports to: Partners

About Invictus Accounting Group LLP

We are not your typical CPA firm.

Located in the heart of downtown Vancouver, our 75 plus team members provide consulting, accounting and tax advisory for publicly listed and privately held companies. We are creative problem solvers, strategic thinkers, and love what we do. Our team members provide industry-like services (such as Controller, Director of Finance, Director of Internal Audit, CFO) while benefitting from client variety, camaraderie, and professional atmosphere of public practice. We focus on providing top-tier advisory services, and we have built strong relationships with our clients and both national and mid-tier audit firms.

Committed to balance, Invictus' work environment ensures flexibility and family are as important as professionalism and premier service. To accomplish this, we developed a proprietary "Great Eight" methodology and training system which teaches our team members to consistently have highly effective and balanced eight-hour workdays (and it works). Our diverse and challenging work, as well as fun, team-oriented atmosphere are just a couple of the reasons we have very low employee turnover, and a rapidly growing team.

Job Overview

The Principal, Tax Services (the "Principal") will be a leader of a great book, helping to build a growing practice with an outstanding foundation, culture and brand. The Principal will create value by analyzing and preparing accurate tax compliance, reporting, pro-active tax consulting, and advisory services to our clients. The Principal will be responsible for leading and overseeing Invictus tax team members in the preparations of Canadian income tax, GST and information returns, and contributing on an ad hoc basis to tax research projects.

Key Accountabilities and Responsibilities

Leadership Responsibility:
As a leader of the tax team, leads and oversees tax compliance engagements, execution of tax planning projects, as well as the development of project plans, mentorship and management of team members in the execution of projects and leading communications with client CEOs, CFOs, controllers, and auditors. Exercises exceptional project management skills to ensure all projects are completed on/before the deadline.

Business Development:
Assists with new business by identifying and pursuing prospective clients through industry networking, referral channels, and targeted outreach. Represents the firm at events and conferences as needed to build brand visibility and establish credibility with potential clients. Leveraging a deep understanding of the firm's service offerings, the Principal develops and executes business development strategies that align with Invictus' goals and competitive strengths.

Service Orientation:
Establishes professional relationships with client personnel, building trust in our advisory capacity with them. Is a firm leader in service orientation, ensuring open and effective communication with clients. As part of client engagements, provides value-added, practical and pragmatic recommendations and improvement strategies.

Quality Assurance:
Uses analytical skills and high attention to detail to ongoing quality review when team members complete tax compliance and advisory projects. Provides feedback to team members to support and encourage high quality standards on all tax engagements.

Team Management & Development:
Oversees and supports on all work related to tax advisory at Invictus. Supports all tax team members with coaching and mentoring in the areas of work quality, judgement and leadership, championing good to better to best practices. The Principal will also facilitate and guide the team-based office culture, promoting open and transparent communication with all team members.

Education and Professional Skillset Requirements

Experience:
Minimum eight years of progressively responsible experience in tax advisory working in public practice. May include some time working in industry as well.

Education:
A professional accounting designation (CPA) and completion of the in-depth tax program is required. All other finance/accounting designations considered an asset.

Technical Expertise:
Expertise in tax and accounting principles, and a thorough understanding of filing deadlines. High attention to detail and exceptional analytical skills are required.

Language:
Ability to communicate clearly and effectively, both orally and in writing, in English. Fluency in Spanish or French is considered an asset.

Project Management:
Outstanding project management and people management experience including ability to supervise team members.

Style:
Enjoys tax consulting. Happy "diving into the Act" to find solutions. Collaborative, team-oriented, high-energy, self-motivated, smart, performance-driven, multi-tasker, confident. A strong commitment to professional and client service excellence. Contributes to a fun, social and successful work environment.

Compensation

As this is a senior role, the salary is highly dependent on candidate's experience. Invictus offers industry-competitive salaries, annual bonus opportunities, paid vacation and sick time, a health savings account, and professional development opportunities. Invictus is dedicated to helping all employees achieve work-life balance, valuing family and flexibility equally with professionalism and premier service.

To Apply

Please submit your resume when applying on LinkedIn.