Tax Manager - Private Tax (High Net Worth) - Toronto
- Toronto, ON
- Permanent
- Full-time
- Review corporate, personal, trust, partnership, charity/non-profit tax and information returns and related compliance filings
- Review compiled financial information
- Identify planning opportunities for high-net-worth clients, including estate, philanthropic, wealth transfer, and postmortem planning strategies
- Research client issues that arise from planning or compliance work using a variety of on-line sources
- Liaise with the Canada Revenue Agency and relevant provincial ministries on client issues
- Correspond with EY teams and/or clients in answering clients' specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
- Prepare and/or review tax election forms
- Assist with and manage the administration of personal and trust tax compliance seasons
- Liaise with clients' legal counsel
- An undergraduate or graduate degree in accounting and/or other appropriate academic major
- 5+ years of relevant tax experience or equivalent experience in business or industry
- Possess a Canadian CPA designation
- Completed or enrolled in the CPA In-Depth Tax Courses (or equivalent)
- Possess excellent written and verbal communication skills
- Demonstrate ability to work as part of a team
- Possess organization and time management skills
- The ability to thrive within a fast-paced, professional services environment
- Two to five years of experience advising high-net-worth and owner/manager clients in a variety of areas including corporate, personal, trusts and estate tax matters.
- $5,000 per year for mental health support benefits
- Wellbeing benefit of $1,200/year
- Toronto : $92,000 to $138,000