Tax Manager

There’s a point in tax where reviewing the return is only part of the job.

The more interesting questions tend to come before it, how should the business be structured, what happens when ownership changes, how do you preserve wealth, and what should the client do next?

This Tax Manager opportunity is with an established full-service CPA firm in Burlington working primarily with privately owned and entrepreneurial businesses. The tax practice covers compliance, planning, reorganizations, estate and succession work, M&A and cross-border matters.

You’ll combine technical client work with leadership of the tax team, working closely with Partners while becoming a key point of contact for clients.

Why this role stands out:

• Broad tax planning and compliance exposure
• Corporate, personal and trust taxation
• Corporate reorganizations
• Estate and succession planning
• M&A and transaction-related tax work
• CRA audits and dispute resolution
• Direct relationships with business owners
• Opportunity to mentor and develop tax staff
• Close involvement with Tax Partners
• RRSP matching
• Company-paid health, dental and vision benefits
• Nine Fridays off during July and August in lieu of tax season hours
• Strong professional development and mentoring

What you’ll be doing:

• Review T1, T2 and T3 tax returns
• Review GST/HST and other indirect tax filings
• Review T1134s, T106s and foreign affiliate reporting
• Lead complex tax compliance and planning engagements
• Advise clients on corporate reorganizations and tax-efficient structures
• Support mergers, acquisitions and other transactions
• Become involved in estate and succession planning
• Advise on cross-border tax matters
• Handle CRA audit queries and assist with tax disputes
• Identify tax planning opportunities across your client portfolio
• Act as a primary point of contact for clients
• Manage engagement budgets, workflow and deadlines
• Review work completed by members of the tax team
• Mentor, coach and develop junior and senior staff
• Provide technical guidance internally
• Work closely with Partners on more complex client matters
• Contribute to improvements across the wider tax department

What they’re looking for:

• Completion of the CPA In-Depth Tax Program
• 5–7+ years of Canadian public accounting experience
• 3–4+ years in a tax-focused position
• Previous leadership experience within a CPA firm
• Strong experience reviewing T1s, T2s and T3s
• Strong knowledge of Canadian and Ontario taxation
• Corporate tax planning experience
• Experience with reorganizations, estate planning or succession work
• Exposure to CRA audits and tax disputes
• Experience with T1134/T106 or foreign reporting would be valuable
• Comfortable managing clients directly
• Experience mentoring and reviewing the work of staff
• CaseWare, TaxPrep, CCH iFirm or similar software experience
• Previous CPA firm/public accounting experience required

We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces. Even if this role isn’t the perfect fit, there’s a good chance we’ll have another opportunity that is.