Sales Specialist managing prospects through consultations and navigating them toward advisory calls. Driving conversations around financial readiness and service needs with consultative selling techniques.
About the role
- Senior Associate, Tax handling income tax returns for private equity and hedge fund clients. Collaborating with clients and performing tax research while staying current on legislation changes.
Responsibilities
- preparation of income tax returns, as well as accompanying information slips for private equity and hedge fund clients established primarily as trusts and limited partnerships.
- liaise directly with clients, investors, auditors and external parties regarding tax related questions/concerns and also be required to perform legislative tax research as required.
- work on additional projects such as HST/GST filings, and assist in advising clients on a variety of tax related matters.
- Prepare tax provisions and income allocations for investment funds including trusts and limited partnerships
- Review and prepare trust income tax returns and partnership income returns using tax software
- Liaise with investment fund managers and audit firms during the audit and review process
- Communicate with clients and internal parties on all tax related matters
- Assist and participate in special projects and other duties as necessary
- Stay current on changes to tax legislation and other tax compliance requirements for investment funds
Requirements
- Undergraduate accounting, finance or equivalent degree
- Possess or working towards a CPA designation
- A minimum of 2 years of Canadian tax experience
- High proficiency with Microsoft Excel and experience working with tax software
- Strong analytical skills with ability to work independently, under pressure, and with attention to detail to meet deadlines
- Excellent verbal and written communication skills
- Tax and accounting experience in the financial services sector, specifically in the private equity and or real estate industry an asset.
Benefits
- Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
- RRSP Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Tax, Treasury & Internal Control Executive providing tax management advice and strategy in finance team. Collaborating on compliance and financial processes with an emphasis on internal controls.
Senior Manager advising high - net - worth clients on complex fiduciary tax matters. Overseeing engagements and mentoring staff in a certified public accounting firm.
Manager in Wealth Tax focusing on fiduciary tax compliance for high - net - worth individuals and families. Lead engagements and develop client relationships in a respected accounting firm.
Manager of Tax Services leading and managing corporate/business tax engagements. Providing compliance, planning, and advisory services to diverse clients in a reputable accounting firm.
Managing Director leading international tax strategy at Berkowitz Pollack Brant, advising high - net - worth clients on complex cross - border issues. Collaborating with team members to expand the firm's tax practice.
Manager in International Tax Services managing and delivering compliance and consulting services for U.S. and foreign multinational clients with a focus on international tax planning.
Tax Associate providing full - service tax preparation and compliance support at Berkowitz Pollack Brant. Assisting with corporate, international, and wealth tax groups in a client - focused environment.
Managing Director in Wealth Tax responsible for advising high - net - worth clients on estate planning. Leading practice growth and talent development in a respected accounting firm.
Senior Manager of Tax Services overseeing corporate tax engagements and driving high - quality client solutions at Berkowitz Pollack Brant.