Tax Manager
Location: Oakville, ON (Hybrid)
About the Firm
Our client is a well-established mid-sized public accounting firm in Oakville that provides tax, accounting, and advisory services to privately held businesses, entrepreneurs, and high-net-worth individuals.
The firm offers a collaborative, professional, and growth-oriented environment where team members are encouraged to expand their technical expertise, develop strong client relationships, and work on complex tax engagements. New hires will complete their onboarding and training in-office before transitioning to a hybrid work schedule.
Position Overview
Our client is seeking an experienced Tax Manager to join their growing tax practice. This role is ideal for someone currently working as a Tax Manager in a public accounting firm who enjoys a combination of tax compliance, tax planning, and advisory work.
The successful candidate will lead corporate and personal tax engagements while working closely with partners on complex tax planning projects, including corporate reorganizations and Section 85/86 transactions. Approximately 30% to 50% of the role will involve specialty tax planning and advisory work, with the remainder focused on corporate and personal tax compliance.
Key Responsibilities
- Manage and review corporate and personal income tax returns.
- Lead corporate reorganizations and restructuring engagements.
- Prepare and review Section 85 and Section 86 elections.
- Provide corporate and personal tax planning for owner-managed businesses and high-net-worth individuals.
- Conduct tax research and provide technical tax advice.
- Review financial statements and working paper files prepared by staff.
- Manage multiple client engagements while ensuring deadlines are met.
- Build and maintain strong client relationships by providing proactive tax advice.
- Mentor, coach, and review the work of Senior Accountants and junior staff.
- Work closely with partners on complex tax projects and special engagements.
- Identify tax-saving opportunities and provide strategic recommendations to clients.
- Ensure compliance with current Canadian tax legislation and professional standards.
Qualifications
- CPA designation
- Current or recent experience as a Tax Manager within a Canadian public accounting firm.
- Strong experience preparing and reviewing corporate and personal tax returns.
- Extensive experience with corporate reorganizations and restructuring.
- Strong knowledge of Section 85 and Section 86 transactions.
- Experience providing corporate and personal tax planning.
- Strong technical knowledge of Canadian income tax legislation.
- Experience managing client relationships and leading tax engagements.
- Excellent leadership, communication, analytical, and organizational skills.
- Experience mentoring and developing junior staff.
Compensation & Benefits
- Competitive salary based on experience.
- Annual performance bonus.
- Hybrid work schedule following successful completion of the onboarding period.
- Comprehensive benefits package.
- Paid professional development and continuing education support.
- Opportunity to work on sophisticated tax planning and advisory engagements.
- Collaborative team environment with excellent long-term career growth opportunities.
Accessibility Statement
Our client is committed to providing an inclusive and accessible workplace. Accommodations are available throughout the recruitment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA). Applicants requiring accommodation are encouraged to notify us at any stage of the hiring process.
Pay: $100,000.00-$120,000.00 per year
Benefits:
- Disability insurance
- Employee assistance program
- On-site parking
- Paid time off
- Tuition reimbursement
- Work from home
Application question(s):
- How many years of experience do you have working with Section 85 and Section 86 transactions?
Experience:
- Tax Planning : 5 years (preferred)
Licence/Certification:
- Chartered Professional Accountant (preferred)
Work Location: Hybrid remote in Oakville, ON
