Job Type: Permanent
Work Model: Hybrid
Reference code: 131461
Primary Location: Ottawa, ON
All Available Locations: Ottawa, ON
Our Purpose
At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future. Our work underpins a prosperous society where people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and communities to enjoy the quality of life that comes with a sustainable future. And as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all Canadians.
By living our Purpose, we will make an impact that matters.
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Have many careers in one Firm.
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Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
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Learn from deep subject matter experts through mentoring and on the job coaching
In this role, you will play an important part in supporting high net worth (HNW) individuals, family offices, and business owners, liaising directly with clients and collaborating with various Deloitte teams throughout the engagement lifecycle. You will be responsible for the following:
- Reviewing full cycle accounting and investment reporting for clients’ corporations, trusts, and personal assets, including complex investment portfolios and alternative asset classes often held by HNW families and family offices;
- Review reconciliations of bank accounts and investment accounts;
- Communicate directly with clients and their advisors. Communication will be primarily in English;
- Work as part of a team to assist with the workflow management of tasks related to providing a superior service to clients;
- Review draft engagement letters, CRA response packages and other documents as needed;
- Manage the overall client lifecycle and client mailboxes;
- Review ad hoc reports and net worth statements;
- Assist with billing processes; and
- Other administrative support for client and engagement team, as required.
Deloitte offers clients a broad range of fully integrated tax services. Our approach combines insight and innovation from multiple disciplines with business and industry knowledge to help your company excel globally.
A job in Tax will offer you the opportunity to:
- Work in a stimulating and very high-energy environment with like-minded people who are eminent in their respective technical fields;
- Develop solutions through discussion with your team and clients;
- Continue your professional development in order to progress in your chosen career path.
You are someone who has:
- Minimum of 5-7 years of relevant experience in a professional, customer-service-driven and fast-paced environment
- Excellent verbal and written communication skills
- Proven experience with project management, problem diagnosis, solution development, and client communications
- Demonstrated aptitude to prioritize tasks based on comparative importance and urgency
- Excellent interpersonal skills and the ability to build effective relationships and work collaboratively in a team environment
- Exceptional commitment to client service and continuous improvement
- Ability to work with independently with minimal supervision
- Bookkeeping experience required; investment bookkeeping experience is an asset
- Working knowledge of QuickBooks Online (QBO) is an asset
- Accountability for both individual and team results
- Ability to mentor and develop junior team members
- Experience working in a tax practice is an asset
- Flexibility to work overtime, if required
The salary range for this position is $84,000 - $140,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.
Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.
Our promise to our people: Deloitte is where potential comes to life.
Be yourself, and more.
We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.
You shape how we make impact.
Diverse perspectives and life experiences make us better. Whoever you are and wherever you’re from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute.
Be the leader you want to be
Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.
Have as many careers as you want.
We are uniquely able to offer you new challenges and roles – and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.
The next step is yours
At Deloitte, we are all about doing business inclusively – that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan, Reconciliation Action Plan and the BlackNorth Initiative.
We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis).
When you apply, we will review your application using Deloitte's Global Talent Standards to ensure a consistent recruitment experience. Our recruitment advisors and hiring teams will utilize human screening combined with AI technology to help identify the skills and qualities that matter most to our business, while safeguarding your privacy and using AI responsibly.
Deloitte Canada has 20 offices with representation across most of the country. We acknowledge that Deloitte offices stand on traditional, treaty, and unceded territories in what is now known as Canada. We recognize that Indigenous Peoples have been the caretakers of this land since time immemorial, nurturing its resources and preserving its natural beauty. We acknowledge this land is still home to many First Nations, Inuit, and Métis Peoples, who continue to maintain their deep connection to the land and its sacred teachings. We humbly acknowledge that we are all Treaty people, and we commit to fostering a relationship of respect, collaboration, and stewardship with Indigenous communities in our shared goal of reconciliation and environmental sustainability.
