POSITION OVERVIEW
SBLR is looking for a full-time, permanent TAX SPECIALIST with a minimum of 2 years of experience in a public accounting environment to join our growing team. In this position, the candidate will work directly with senior staff to provide tax support, while delivering an exceptional level of client service. The candidate’s role will include tax compliance and tax planning.
RESPONSIBILITIES:
- Prepare, review, and advise on complex personal, corporate, and trust tax returns.
- Prepare specialty tax returns and forms (deceased returns, estate returns, filings for non-residents, T2062, T2054, T2057, etc.)
- Communicating with the Canada Revenue Agency (CRA) on behalf of our clients.
- Prepare objections and voluntary disclosures.
- Assist in the research, analysis, and implementation of tax planning strategies for various clients.
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Demonstrate strong tax technical knowledge and the ability to analyze a wide variety of tax issues, through research, and presenting alternatives and recommendations.
QUALIFICATIONS:
- CPA Designation.
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CICA In-Depth Tax Course or a Master of Tax completed (obtained or in the process of obtaining).
- Minimum 2 years of dedicated tax experience in public practice.
- Comprehensive understanding of tax law/rules and implications, with a strong focus on tax planning.
- Experience with owner-managed businesses (considered an asset).
EXCELLENT COMPUTER SKILLS & USE OF THE FOLLOWING SOFTWARE:
- Microsoft Office (strong proficiency in Excel, Word, Outlook)
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CCH iFirm Taxprep (Personal, Corporate, Trust, and Forms)
- CCH or similar tax research software
CLIENT SERVICE:
- Deliver exceptional client service while understanding our client’s business, concerns, key risks and ways to bring added value and find opportunities; ensure clients’ goals are understood, needs are met, and that relationships and accounts grow and develop.
- Ensure on time client deliverables by working with internal departments in the Firm.
- Simplify complex issues to different audiences. Communicate with clients regularly, clearly, and concisely, verbally and in writing, and respond in a timely manner.
IMPORTANT SKILL SET:
- Driven toward solutions, solid ability to work in a collaborative team environment.
- Strong oral and written communication skills with the ability to clearly present information to our clients and Team.
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Great attention to detail, time management and organizational skills with the ability to successfully manage multiple priorities, engagements, and deadlines in a fast-paced environment.
- Excellent technical, analytical, and problem-solving skills.
- Self-starter with a quick learning capacity remaining flexible and reliable with a motivated work ethic.
- Autonomous, responsible, dedicated, and resourceful individual.