Manager, Global Mobility Tax Services

JOB SUMMARY: 

The Manager, Global Mobility Tax Services will be responsible for the efficient, accurate, complete and timely preparation and delivery of all client’s tax returns, as well as, interact closely with clients to provide tax consulting and compliance expertise.   

The Manager, Global Mobility Tax Services will be responsible for supervising the Associates and Senior Associates, Global Mobility Tax Services; providing them with leadership, mentoring and career guidance.   

In addition, the Manager will be involved in practice improvements and some business development activities. 

DUTIES & RESPONSIBILITIES: 

• Manage the tax compliance process for a group of clients including delegating tasks and monitoring progress & quality of the tax returns
• Review of tax filings prepared by staff; determine all information required to ensure/complete accurate tax compliance
• Assumes tax preparation responsibility for the more complex tax returns
• Review calculations such as tax cost projections, tax equalization calculations, hypothetical tax calculations, etc.
• Preparation of correspondence to deal directly with Canadian Revenue Agency/other authorities with respect to tax related inquiries and audits
• Conducts Tax Consults to develop the client’s understanding of Canadian, US and foreign tax, compensation and payroll issues and implications of recent law changes
• Maintain continuous interaction with clients, manage expectations and ensure exceptional client service
• Monitor and analyze Time in WIP, ensure all time and expenses have been final billed to client
• Communicates to the appropriate firm personnel important tax and tax developments affecting the clients
• Acts as a resource for Associates and Senior Associates, Global Mobility Tax Services, as well as the other groups of the Firm on specific expatriate and international tax issues and/or questions
• Maintaining relationships, correspondence and coordination with the other firms
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness
• Supervises tax staff and provides on the job training
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids and acting as an instructor in professional development programs
• Ensures staff comply with all Firm policies and standards
• Continually increase understanding and knowledge in Canadian and U.S. personal income tax, international tax treaties and regulatory issues and payroll matters
• Maintain a general knowledge of economic and political trends of possible tax or other legislation that could affect the business climate
• Assists with business development; networking activities and be involved in presentations and proposals
• Assists with projects that improve workflow processes and client services, including simplifying Firm procedures and processes, implementation of new systems, etc.
• Prepares other reports and projects as requested from time to time by the Senior Tax Manager/ and or Director
• Other duties may be assigned as necessary

QUALIFICATIONS & EDUCATION REQUIREMENTS:

• Bachelor’s degree in Accounting. CA, CPA, Master’s in Taxation, LLM in Taxation, JD or Enrolled Agent. (Please note that any candidate hired into this position that doesn’t currently possess one of the aforementioned credentials/designations may be required to secure one within one year from commencement of employment)
• At least 2-4 years as a Senior Tax Associate, preferably with experience in Expatriate Tax; minimum of 1 years supervising and directing work of tax associates/preparers
• Pursues  career development program to improve managerial, communication and interpersonal skills
• Preferred if member is in good standing with the Accounting Association Institute
• Ability to review tax returns including work papers, schedules, and other related items
• Understanding and strong knowledge of Canadian tax legislation
• Strong analytical, research, decision-making and critical thinking skills
• Capable of effectively developing and maintaining client relationships
• Ability to follow and endorse Firm policies & procedures
• Excellent written and verbal communication skills
• Capacity to work well in a team environment
• Ability and desire to supervise, mentor, coach and train Associates
• Proficient with software applications/programs; preferred experience with CCH iFirm Taxprep and CCH Axcess

WORKING CONDITIONS:

• Occasional overtime work required throughout the year.  Heavy overtime work required from February to April 30