Senior Tax Specialist
Etobicoke, Ontario
Full-time
Hybrid position (4 days at the office)
About CPA Solutions LLP
CPA Solutions LLP (“CPA Solutions”) is a thriving firm of tax consultants and chartered accountants dedicated to serving entrepreneurial individuals and organizations. Our mission is to help clients seize opportunities, navigate challenges, create value, and build a lasting legacy.
At CPA Solutions, we provide comprehensive tax and accounting services. Our diverse clientele includes private company owner-operated businesses, proprietorships, partnerships, corporations, and trusts. We proudly serve clients locally and nationally.
We are known for our expertise and commitment to excellence. Our innovative and entrepreneurial culture empowers our teams to thrive amidst change and deliver exceptional solutions with precision.
Position
Join CPA Solutions as a full-time Senior Tax Specialist
We are seeking an entrepreneurial and highly motivated individual to join our dynamic team as a Senior Tax Specialist. In this pivotal role, you will be the face of our firm, directly communicating with clients and reporting to the partners. This unique setting offers a variety of stimulating opportunities that will allow you to expand your knowledge and experience.
We are not your typical accounting firm – the focus of this position is mainly planning and restructuring. Some compliance work will be required but that is not the focus of this position.
We are looking for someone with a passion for delivering exceptional tax solutions and a strong desire to learn and grow. Organizational skills and effective deadline management are critical to success in this role. While technical skills are beneficial, they are not required; if you have a willingness to learn, we are more than happy to provide training and support.
This is an exciting opportunity to elevate your career within a culture of innovation and excellence, where your contributions will help shape the future of our firm.
Responsibilities
As a Senior Tax Specialist on our team, you will:
- Develop and implement effective tax planning strategies to minimize tax liabilities while ensuring adherence to all applicable laws and regulations.
- Conduct thorough research on tax laws and regulations to provide accurate and timely advice to clients and internal stakeholders.
- Offer expert guidance on complex tax issues, including mergers and acquisitions, and tax implications of various business structures.
- Assist in tax audits by providing necessary documentation and support, and represent the organization in discussions with tax authorities.
- Contribute to the development and implementation of tax policies and procedures to enhance operational efficiency and compliance.
- Communicate effectively with clients, stakeholders, and team members to provide updates on tax matters and ensure alignment on tax strategies.
- Stay updated on changes in tax legislation and industry best practices, and proactively suggest improvements to tax processes and procedures.
- Prepare and present detailed tax reports and analysis to clients, highlighting key issues and recommendations.
- Prepare and review corporate and personal tax returns, ensuring compliance with federal and provincial tax regulations.
- Assist with other duties as assigned or required.
Essential Qualifications
- CPA, CA designation and University degree.
- Minimum of 3 years of public accounting experience.
- Strong grasp of Canadian tax concepts related to private companies.
- Ability to prepare T1 and T2 tax returns and to review simpler ones.
- Advanced knowledge of Microsoft Word, and Excel.
- Proven people management, relationship building and leadership skills.
- Strong interpersonal and communication skills to liaise with clients and team members.
- Self-starter with strong attention to detail.
- Ability to deliver in a fast-paced, deadline-driven environment.
- Ability to muli-task.
- Ability to manage deadlines.
Core Competencies We are Looking For
- Leadership Potential: You show qualities of leadership by taking initiative, holding yourself accountable, and influencing and motivating others toward shared goals. You demonstrate potential to lead projects or teams effectively.
- Entrepreneurial Spirit: You take a proactive approach to identifying opportunities, embracing calculated risks, and driving innovative solutions. You show strong initiative in exploring new ideas and ventures.
- Project Management: You are capable of efficiently planning, organizing, and prioritizing multiple projects concurrently. You are skilled in managing timelines, resources, and stakeholders to ensure timely delivery and high-quality outcomes. Ability to manage deadlines is a must.
- Interpersonal Skills: You are exceptional at building rapport and maintaining positive relationships with clients, colleagues, and external partners. You communicate effectively and adapt your communication style to various audience
- Team Collaboration: You work effectively within teams to foster a collaborative environment that encourages idea-sharing and collective problem-solving. You value teamwork and contribute positively to group dynamics.
- Customer Focus: You understand and meet the needs of clients through attentive listening, responsiveness, and delivering excellent service. You maintain a customer-centric approach in all interactions.
- Ethical and Professional Integrity: You uphold high ethical standards and consistently act with honesty, fairness, and transparency in all professional interactions. You demonstrate respect for confidentiality agreements and maintain confidentiality at all times.
What’s in it for you?
- Competitive Salary
- Extended Health Care Benefits
- Bonus
- Hybrid work model
- Flexible schedule
- Work-Life Balance (we mean it)
We sincerely thank all applicants. However, only those selected for an interview will be contacted.
Job Types: Full-time, Permanent
Additional pay:
Benefits:
- Dental care
- Extended health care
- Paid time off
Flexible language requirement:
Schedule:
Application question(s):
- Do you currently hold a Canadian CPA, CA designation?
- How many years of experience do you have in public accounting?
- Do you have experience preparing T1 (personal) and T2 (corporate) tax returns?
- Are you comfortable reviewing simpler tax returns prepared by junior staff members?
Work Location: In person