Tax Strategy Manager

3 weeks ago

Ottawa, Canada Staffix Full time

Are you a seasoned Tax Manager with a passion for providing exceptional client service? Our client, a prominent player in the Financial Services sector, is seeking a dynamic individual to join their Ottawa team. As a Tax Strategy Manager, you'll play a pivotal role in supporting Portfolio Managers to deliver unparalleled service to our esteemed clientele.

Responsibilities:

  1. Tailored Tax Services: Spearhead branch-level tax preparation services, ensuring accuracy and compliance with regulations.

  2. Holistic Tax Planning: Craft bespoke tax planning strategies for clients, maximizing their financial well-being and minimizing liabilities.

  3. Strategic Consultation: Conduct in-depth research and provide expert advice on tax minimization strategies, staying ahead of regulatory changes to offer proactive solutions.

  4. CRA Liaison: Offer invaluable assistance to clients facing CRA inquiries, audits, or over-contribution issues, ensuring swift resolution and peace of mind.

  5. Client Relationship Management: Collaborate closely with Portfolio Managers to establish and nurture strong client relationships, gathering vital KYC and financial planning information.

  6. Meeting Preparation: Support Portfolio Managers in preparing for client meetings, offering insights and analysis to enhance the client experience.

  7. Financial Planning Support: Assist in the input and analysis of client financial plans, contributing to comprehensive and tailored solutions.

  8. Onboarding Excellence: Play a key role in the onboarding process for new clients, reviewing documents and ensuring a seamless transition into our services.

  9. Custom Reporting: Generate client-specific reports, showcasing performance and progress, and reinforcing trust and transparency.

  10. Client Advocacy: Act as the primary Client Ambassador, nurturing and maintaining strong relationships, understanding their needs, and exceeding expectations.

Qualifications:

  • CPA Designation: Demonstrated expertise in tax management and financial services, ensuring compliance and excellence in execution.

  • Client Rapport: Ability to build and maintain strong rapport with clients, fostering trust and loyalty through effective communication and empathy.

  • Communication Proficiency: Exceptional written and verbal communication skills, enabling clear and compelling interactions with clients and colleagues alike.

Join a winning team and embark on a rewarding journey where your expertise and dedication will shape the financial success of our valued clients. If you're ready to make a meaningful impact and thrive in a collaborative environment, we invite you to apply and become an integral part of our mission to deliver unparalleled financial services excellence.

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