Senior Tax Manager
Position Summary:
Senior Tax Managers are responsible for managing all aspects of personal, corporate, partnership, and trust tax returns for firm clients in diverse industries. You will work with a team of staff in servicing our existing client list, while helping to drive the growth of the firm through annuity (repeat) business and special tax projects. You will help expand our practice by acquiring new clients or by helping develop new services.
Primary Responsibilities:
- Financial
- 1,200 chargeable hours and 900 non-chargeable hours
- Origination volume: annual target established as part of individual Annual Action Planning process
- Client
- Becomes the primary contact point for client management
- Detects business development opportunities and — with Partner — makes new sales to existing or potential clients
- Recognizes sales and cross-sales opportunities with existing clients
- Organizes and participates in business development and promotion activities
- Develops a network to identify potential clients
- Operational/Technical
- Reviews tax returns (T1, T2, T3, etc.) prepared by junior tax staff and assurance staff
- Takes the lead on planning and executing internal projects or processes
- Provides resource services for assurance staff
- Responsible for following-up with clients and getting work in the door
- Develops and delivers value-added tax planning strategies to clients in a timely and effective fashion
- Identifies and implements tax plans and engagements
- Reviews tax elections and filings (T2057, T2054, etc.) prepared by more junior staff
- Supervises junior tax staff
- Reviews and analyzes WIP, and prepares invoices. Monitor realization and profitability of engagements
- Learning and Growth
- Responsible for ongoing professional development to stay current on tax legislation
- Assists in recruiting, training, and professional development of Managers and junior staff
- Coaches junior tax staff
- Participates in performance management system as an evaluator (30+ and annual evaluation)
- Plans, organizes, and implements technical training for the firm
Qualifications:
- Education
- Post-secondary degree in business or finance; or,
- CPA or equivalent professional designation
- Completion of the In-Depth Tax Course (or equivalent)
- Experience
- Minimum of 7 years of public practice or equivalent experience, preferably in a mid-sized accounting firm
- Minimum of 5 years of tax experience
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Senior Tax Manager: Promotion Criteria to Tax Principal:
- Leadership
- Able to lead diverse teams to accomplish team goals
- Champion of HR best-practices
- Developing an external profile
- Recognized as a leader in the firm
- Has demonstrated is worthy of high degree of trust
- Able to manage simultaneous tax engagements, and assist with overall practice management
- Technical
- Recognized as an “expert”; stays abreast of tax and industry developments in order to plan strategies that comply with Canadian tax regulations and appropriately addresses risk
- Able to solve complex tax problems
- Able to knowledgably discuss advanced tax issues
- Other
- Has the confidence of Partners
- Able to act as engagement lead
- Has established business development network
- Demonstrated ability to recognize — and realize — sales and cross-sales opportunities
