Business development and relationship building with prospective and existing clients.
Identification of new tax planning applications and dissemination of information to prospective and existing clients.
Tax planning project implementation and coordination.
Mentoring of staff; team building.
Technical updating of Canadian tax law.
Creation and documentation of internal processes for efficiency and risk management purposes; review of internal processes for improvement.
Ongoing technical and research support.
Requirements :
A designated professional with at least 5 years public accounting or legal experience.
Historical success attracting new clients and/or managing existing client relationships to generate tax planning work.
Technical knowledge of tax planning for private companies and their shareholders, including corporate structuring and reorganizations, family trusts, remuneration planning and sale planning.
Ability to convey complex concepts to clients, prospects and internal staff.
Experience in coaching and developing staff.
Completion of the In-depth tax program.
Completion of the CPA Canada’s Corporate Reorganization program would be an asset.