Position Overview
Become a High-Net-Worth Tax Specialist in our Private Tax team, focusing on advising clients on both domestic and international tax strategies. This role combines strategic planning with client-focused execution.
As a Senior Tax Specialist, you will provide critical input on estate planning, asset protection, and philanthropic strategies for high-net-worth individuals and family offices. Your role includes preparing tax returns, directing compliance efforts, and handling complex client inquiries. A strong team dynamic and proactive approach are essential for this position.
Key Responsibilities:
• Recommend tax strategies aligned with client goals
• Correspond with Canada Revenue Agency regarding client matters
• Conduct thorough tax research for compliance and planning
• Review personal and corporate tax documentation
• Manage tax seasons for personal and trust clients
Requirements:
• Degree in accounting or an appropriate field
• 3-5 years of applicable t...