Senior Tax and Compliance Officer

• Manage external service providers in numerous jurisdictions so that tax and business
• objectives are met in a cost-efficient and timely manner
• Collaborate in the planning process and execution of repatriation transactions to identify
• any tax withholding and liability issues, and propose alternate scenarios
• Work with the CFO-Family Office on Canadian and multi-foreign jurisdictional tax planning
• (inbound and outbound) to achieve tax and operational efficiencies
• Work with the CFO-Family Office on special transactions including mergers, acquisitions,
• business reorganizations and estate planning
• Prepare and examine accounting records and financial reports for a portfolio of High-Net-Worth individuals, corporations, and partnerships
• Prepare files for submission to professional service providers in preparation for meeting tax compliance requirements in Canada, the US, and other jurisdictions for a portfolio of High-Net-Worth individuals, corporations and partnerships
• Manage correspondences with tax authorities, reconciliation of tax accounts and the eports to management and owners
• Provide assistance with audits by tax authorities through tax analysis, information gathering, and status documentation
• Plan and implement an income tax compliance process to ensure tax reporting deadlines are met
• Identify and communicate trends and developments in tax which are relevant to High-Net- Worth individuals and corporations

• Professional accounting designation - CPA
• 6-7 years of progressive experience with a public accounting firm or a mid-level tax position in industry
• Completion or currently enrolled in the CPA In-Depth Tax Course or a Masters of Tax program
• Strong Excel and Visio skills
• Has the ability to work independently
• Contribute to team objectives
• Excellent communication and interpersonal skills
• High-level client service skills including the ability to meet deadlines
• Experience with Canadian tax research tools and tax software
• An understanding US tax rules is beneficial
• Proven experience advising individuals and corporations on income tax issues and specific
• business matters
• Strong analytical capability, sound business sense and creative mind
• Integrity, honesty, and sound judgment regarding confidential matters

• Health Insurance (includes Virtual Health, and HCSA)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Long-term Disability
• Short-term Disability
• RRSP Match
• Paid Vacation
• Floating Days
• Employee Assistance Program
• Employee Engagement Events
• Awards and Recognition
• Tuition reimbursement
• Service Awards
• Employee Perks & Discounts

Morgan McKinley