Job Description
Senior Manager Tax, High Net Worth Individuals
Welcome to our client's leading high-net-worth individual tax team, where expertise meets innovation in serving the unique needs of individuals and families.
As a leader in HNW tax planning, estate structuring, and financial advisory services, our client is the country's leader in providing comprehensive solutions tailored to the complexities of high-net-worth clients.
Their team is dedicated to delivering excellence in tax strategy, execution, and succession planning, ensuring their clients' financial goals are met with precision and care.
Join them in shaping the future of private wealth tax management by applying today!
We will consider applications from across Canada for this role. It is expected you will have a strong presence on-site at a nearby office location.
Responsibilities :
- Promote inclusivity by fostering an environment where everyone's voice is valued and encouraged, including those who may be more reserved
- Deal effectively with ambiguous and unstructured problems and situations
- Initiate open and candid coaching conversations at all levels
- Move easily between big-picture thinking and managing relevant detail
- Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realizes they are required
- Contribute technical knowledge to the high-net-worth individual tax practice
- Contribute to an environment where people and technology thrive together to accomplish more than they could apart
- Navigate the complexities of cross-border and / or diverse teams and engagements
- Initiate and lead open conversations with teams, clients, and stakeholders to build trust
- Uphold the firm's code of ethics and business conduct
Person Specification :
- Prior experience in a high-volume public accounting firm
- The Master of Taxation (Mtax) or equivalent, or completion of Levels I, II, and III of the CPA In-depth Tax Course
- CPA or other relevant professional designation
- Trust and Estate Practitioner designation (TEP) would be an asset
- Good understanding of Canadian tax rules and issues facing high-net-worth clients with corporations and trusts
- Proven ability to manage multiple assignments, clients, and staff.
- Strong research, analytical, organization, and communication skills, the ability to work effectively under pressure, and a proactive attitude.
- Demonstrated business development skills and enthusiasm for contributing to the growth of the high-net-worth practice
- Ability to manage, develop, retain, and mentor junior tax professionals
- A demonstrated commitment to valuing differences and working alongside and coaching diverse people and perspectives
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