Senior Financial Analyst managing financial reporting and performance analysis at Aviva Canada. Supporting development of KPIs and financial models for strategic decision - making.
About the role
- Managing tax responsibilities for high-growth private companies within EY's FSO team. Coaching a skilled team while developing tax strategies and client relationships.
Responsibilities
- Managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families.
- Coaching and developing a highly trained team while handling activities with a focus on quality and commercial value.
- Researching tax issues to develop effective tax planning strategies.
- Translating complex data from a range of sources into client-ready insights and deliverables.
- Building effective long-term relationships with clients, understanding their unique needs to provide a tailored service.
- Communicating complex tax issues to non-tax professionals and clients.
- Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge.
- Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel.
- Identifying and reacting to risks and opportunities to improve services and processes.
Requirements
- A bachelor's degree in a related field, supported by significant tax, business or financial planning experience
- CPA certification
- Licensed Attorney
- Minimum of 5 years of work experience in professional services or professional tax organization
- A thorough understanding of estate and wealth planning
- Experience with federal and state personal and trust taxation
- Experience with flow through entities (S-Corps, Partnerships, LLC's)
- Experience with C-Corps including income tax provisions and consolidated federal and state tax returns
- Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
- A thorough understanding of automated tax processing systems
- A commitment to continuing your learning
Benefits
- medical and dental coverage
- pension and 401(k) plans
- wide range of paid time off options
- flexible vacation policy
- designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care
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