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Senior Tax Associate

Job ID: 170 | Located in GTA (ON), Markham (ON) | Sector: Finance/Accounting | Full-time

Responsabilities

• Acts as an in-charge of leading tax engagements, including planning on-site client meetings and proactively coordinating the communications between the teams, clients, consultants, and managers/partners.
• Identifies tax technical issues, researches and develops a plan, provides a solution, implements the plan, and prepares a memo, a client memo.
• Identifies, develops, and implements strategies for clients to capitalize on business and tax opportunities. This includes preparing & reviewing tax reorganizations and reviewing corporate, trust and estate tax returns.
• Participates in the planning of the tax sections for review and audit engagements.
• Reviews tax sections and related tax disclosures of assurance files.
• Prepares election forms for corporate re-organization and implements working papers along with instruction memo.
• Assists with CRA audits.
• Independently reviews T1s, T3s, T4s, and T5s and prepares the most complex filings.
• Reviews tax sections of Assurance and Enterprise files and provides coaching and training for less experienced staff.
• Conduct review of the team's working papers prior to submitting them to the Manager.
• Promptly identifies significant tax opportunities for discussion with the Manager, Senior Manager and/or Partner.

Qualifications

• 3 - 5 years' working experience in public accounting practice preferably in a tax role.
• Certified Public Accounting (CPA) designation.
• Ready to enroll in the In-Depth Tax Program
• Knowledge and application of general accounting principles (GAAP), IFRS, ASPE, Income Tax Act
• Ability to identify and resolve technical tax accounting issues.
• Has 3-5 of public accounting experience, preferably in a tax role
• Proficient with MS Office, specifically Excel and Word
• Excel ability to create complex formulas, VLOOKUP, pivot tables, data analytics.
• Knowledge of CaseWare, CaseView, Jazzit, Taxprep, Taxnet Pro or other tax research platforms
• Ability to independently travel to client sites.

Compensation

• 83k – 105k
• Comprehensive Healthcare Insurance Plan
• Education Assistance


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Your contact

Lino Ferrara
Managing Director, Recruitment & Consulting

T: (647) 977-7645
E: lino@summitsolutions.ca



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