Tax Partner

Tax Partner North York, Ontario
Compensation: Base salary $170K+ negotiable dependent on experience. Performance bonus and business development incentives.
A well-established and growing accounting firm in North York is seeking an experienced Tax Partner / Senior Tax Leader to join its team. This is an excellent opportunity for an experienced Tax Manager, Senior Manager, or Partner who is looking for a long-term leadership position and the opportunity to build and grow a tax practice. The ideal candidate will have broad-based Canadian tax experience, strong technical capabilities and a practical, commercial approach to advising owner-managed businesses and privately held organizations. Tax Compliance

• Review and oversee T2 corporate income tax returns, personal tax returns, trust returns and partnership information returns.
• Review HST/GST and other indirect tax filings, elections and information reporting.
• Review tax returns and other compliance work prepared by team members.
• Conduct advanced tax research and provide practical solutions to complex tax matters.
• Ensure compliance with the Canadian Income Tax Act and related legislation.
• Identify tax risks and opportunities across the client portfolio.
• Advise clients on tax controversy matters, including CRA audits, assessments, objections and appeals.

Tax Advisory & Planning

• Develop tax-efficient corporate and personal strategies for clients.
• Advise owner-managed businesses and entrepreneurs on tax planning opportunities.
• Analyze corporate structures and recommend strategies to optimize tax outcomes.
• Provide advice relating to reorganizations, transactions and structural changes.
• Identify and develop high-value tax planning opportunities.
• Monitor changes to Canadian tax legislation and communicate their impact to clients.
• Provide practical, commercially focused solutions to complex tax issues.

Client & Practice Leadership

• Manage and strengthen relationships with an established portfolio of clients.
• Meet directly with business owners, management teams and senior decision-makers.
• Act as a trusted advisor and primary point of contact for key tax clients.
• Lead and oversee tax engagements from planning through completion.
• Mentor, coach and develop junior and intermediate tax professionals.
• Review work and provide technical guidance to team members.

Client & Practice Leadership (continued)

• Monitor engagement budgets, deadlines and profitability.
• Participate in billing and collection processes.
• Contribute to the continued development and growth of the firm's tax practice.
• Participate in networking, seminars, client events and other business development initiatives.
• Prepare technical-insight articles and blogs to be shared with clients through its website
• Identify opportunities to expand existing client relationships and generate new business.
• Represent the firm within the professional and business community.

Candidate Profile

• 15+ years of progressive public accounting experience, with a significant focus on Canadian taxation.
• CPA designation.
• Previous experience at the Manager, Senior Manager, Director or Partner level.
• Strong knowledge of Canadian corporate and personal taxation.
• Extensive experience working with owner-managed businesses and privately held companies.
• Strong technical knowledge of the Canadian Income Tax Act.
• Demonstrated experience across both tax compliance and tax planning/advisory.
• Experience reviewing T2s, T1 personal tax returns, trusts, HST/GST filings and other tax-related compliance.
• Strong tax research, analytical and problem-solving skills.
• Experience supervising, mentoring and developing tax professionals.
• Excellent verbal, written and presentation skills.
• Strong project and time management capabilities.
• Excellent attention to detail and commitment to quality.
• Strong business acumen and a client-focused approach.
• Ability to work independently while contributing as a senior member of the team.
• Experience with CaseWare, TaxPrep and Microsoft Office.

Ideal Background The firm is particularly interested in candidates who have developed a broad-based tax practice rather than being narrowly specialized in a single area of taxation. Professionals from mid-sized public accounting firms, regional firms or Enterprise-type environments may be particularly well suited to the opportunity. Candidates from larger firms may also be considered where they have significant experience working directly with privately held and owner-managed businesses. The successful candidate should be comfortable operating as both a technical tax expert and trusted business advisor. The successful would be open to overseeing the execution of compilation engagements that are primarily tax-focused client relationships.
This is more than a traditional tax management position. It represents an opportunity to:

• Step into an important succession and leadership role.
• Take over and develop an established client portfolio.
• Work directly with entrepreneurs and business owners.
• Combine hands-on tax compliance with meaningful advisory work.
• Build and grow a tax practice within an established boutique firm.
• Play a significant role in the firm's continued growth.
• Mentor and develop the next generation of tax professionals.
• Establish a long-term path toward partnership and practice leadership.
• Work within a collaborative, entrepreneurial and personable environment.