Role and Responsibilities:

• Participate in tax consulting engagements including corporate reorganizations, estate freezes, estate litigation and other general tax planning.
• Research and analyze technical tax topics.
• Prepare tax models to illustrate the potential tax savings from proposed tax plan.
• Prepare and review tax compliance and election forms arising out of tax planning engagements.
• Assist in reviewing legal documents from tax perspective to implement proposed reorganization.
• Prepare special forms such as applications for the Voluntary Disclosure Program and request for a clearance certificate.
• Provide training and support service to the compliance department on tax related topics.
• Present research finding by either verbal or written communication in a professional manner.
• Liaise with Canada Revenue Agency and relevant provincial ministries on client issues.
• Assist in writing bi-weekly tax articles for internal and external use.
• Enter daily timesheet and expenses in CCH.
• Utilize Monday.com and stay on top of assigned tasks.
• Meet billable target hours.
• Work closely with other departments to assist clients with varies professional services need.
• Perform other duties as assigned.

Requirements:

• Certified Public Accounting (CPA) designation.
• Completed or close to completion of CPA Canada In-Depth Tax Course.
• 3-5 years working experience in public accounting practice with a specialization in tax, preparing and reviewing personal, corporate and trust returns, estate tax planning, corporate reorganizations, and dispute resolution.
• Analytical skills for interpreting the Income Tax Act and case law.
• Strong technical background in Canadian income tax with experience in tax research and memo writing.
• Demonstrated understanding of increasingly complex tax concepts and effective application of tax knowledge to client situations.
• Proficient in the use of CCH (Tax Prep), CaseWare, MS Office Microsoft Word, Excel and PowerPoint.
• Demonstrated excellence in oral and written communication skills.
• Highly responsive to client needs, and able to develop and maintain effective client working relationships.
• Proven strong project management and organizational skills.
• Ability to stay organized and meet tight deadlines.