Tax Manager

Tax Manager

Location: Calgary, Alberta | Remote / Hybrid

Employment Type: Full-Time, Permanent

Department: Tax

Salary: $100,000 - $115,000

Position Summary

We are seeking an experienced Tax Manager to join our growing accounting and tax practice.

This is a hands-on leadership role for a technically strong tax professional who can manage client engagements, review complex corporate and personal tax files, oversee a team of accountants, and ensure work is completed accurately, efficiently, and on time.

This role is well suited to someone who enjoys both technical tax work and people leadership and who wants meaningful responsibility within a growing firm.

Key Responsibilities

Tax Compliance & Technical Review

• Manage and review T2 corporate income tax returns, including related schedules and supporting documentation.
• Prepare and review more complex corporate tax files, including multi-jurisdictional filings, foreign reporting, related-party transactions, and other complex tax matters.
• Review and/or prepare T1 personal tax returns, including more complex personal tax situations as required.
• Review tax provisions, shareholder transactions, taxable benefits, and other year-end tax adjustments.
• Monitor and review items such as shareholder loans, associated corporations, related corporations, RDTOH, GRIP, capital dividend accounts, and other corporate tax attributes.
• Identify tax planning opportunities for owner-managed businesses and individual shareholders.
• Research technical tax matters and provide recommendations to clients and internal team members.
• Respond to CRA reviews, audits, reassessments, and other correspondence on behalf of clients.
• Ensure tax filings and elections are completed accurately and within required deadlines.
• Escalate complex technical or risk matters to senior leadership or partners where appropriate.

Compilation Engagements & Financial Statements

• Review compilation engagement files prepared by staff for completeness, accuracy, and compliance with CSRS 4200.
• Review year-end working papers, adjusting entries, financial statements, and supporting documentation.
• Ensure financial statements are properly presented and consistent with underlying accounting records.
• Review files using CaseWare, CaseView, Jazzit, or similar public practice software.
• Identify accounting, tax, documentation, or risk issues prior to partner review.
• Ensure files meet the firm's documentation and quality control standards.

Client Management & Advisory

• Manage relationships with a portfolio of small to mid-sized, owner-managed businesses and individual clients.
• Act as a primary point of contact for clients throughout the year.
• Communicate tax matters clearly and practically to business owners and other stakeholders.
• Proactively identify planning opportunities, filing requirements, and areas of potential tax exposure.
• Participate in client meetings related to year-end planning, corporate tax matters, compensation planning, and other advisory needs.
• Ensure client questions and requests are responded to in a timely and professional manner.
• Build trusted relationships with clients while maintaining appropriate professional boundaries and risk management standards.

Team Leadership & Development

• Directly supervise and support a team of approximately four accountants.
• Delegate work based on team capacity, experience, and development needs.
• Review staff work and provide timely, constructive feedback.
• Coach team members on tax, accounting, documentation, and file management.
• Support the development of junior and intermediate accountants through mentorship and on-the-job training.
• Identify recurring technical or process issues and coordinate additional training where needed.
• Participate in performance discussions and provide feedback regarding employee development and progression.
• Promote accountability, ownership, collaboration, and high-quality work across the team.

Workflow & Practice Management

• Manage workflow across multiple client engagements and ensure deadlines are met.
• Monitor work-in-progress and ensure files continue moving through the review and completion process.
• Coordinate priorities and staffing requirements during peak T1 and T2 filing periods.
• Identify bottlenecks, overdue work, or capacity issues and take action to resolve them.
• Maintain visibility over assigned client deadlines, CRA requirements, and outstanding information.
• Support improvements to tax department processes, templates, checklists, and quality control proced