Private Tax, Senior Associate
Core
Provide personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses in Canada.
Role type
Senior Associate, Private Tax
Builds
Canadian tax planning strategies, income tax returns (T1, T2, T3), and client files for private corporations and trusts.
Domain
Canadian Corporate Tax & Private Wealth
Required skills
Canadian corporate tax planning, tax return preparation (T1/T2/T3), trust and private corporation tax, financial statement analysis, tax research, memo writing, delegation and coaching, quality verification, clear communication.
Preferred skills
CPA designation, CPA In-Depth Tax Program levels 1 and 2, experience in Canadian corporate tax and due diligence, analytical thinking, business sense.
Technologies
Tax research tools, financial statement software, document drafting tools.
Responsibilities
Develop Canadian tax planning strategies for private companies; Prepare and review Canadian income tax returns; Compile client information and prepare client files; Document and research client tax issues; Delegate tasks and coach team members; Verify quality and accuracy of work.
Seniority
Senior, hands-on IC
