Tax Manager - Private Tax; High Net Worth

Overview

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The opportunity

As a Tax Manager, you will be a part of our GCR-Private Tax practice. You will be part of a team that are subject matter specialists who provide advice to high-net-worth clients, private organizations, business owners, charities/non-profit organizations, and individuals on domestic tax planning, estate, philanthropic, wealth transfer, and postmortem planning strategies. Our GCR-Private Tax practice works closely with other tax teams including our transaction tax and international tax groups, and our assurance teams.

Your Key Responsibilities

As a manager, you will be responsible for reviewing corporate, personal, trust, charity and non-profit tax returns, reviewing compiled financial information, recommending and implementing tax strategies that align with the client's objectives, corresponding with tax authorities on client issues, researching planning issues, and corresponding with legal counsel.

Skills And Attributes For Success

• Review corporate, personal, trust, partnership, charity/non-profit tax and information returns and related compliance filings
• Review compiled financial information
• Identify planning opportunities for high-net-worth clients, including estate, philanthropic, wealth transfer, and postmortem planning strategies
• Research client issues that arise from planning or compliance work using a variety of on-line sources
• Liaise with the Canada Revenue Agency and relevant provincial ministries on client issues
• Correspond with EY teams and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
• Prepare and/or review tax election forms
• Assist with and manage the administration of personal and trust tax compliance seasons
• Liaise with clients’ legal counsel

To qualify for the role, you must have

• An undergraduate or graduate degree in accounting and/or other appropriate academic major
• 5+ years of relevant tax experience or equivalent experience in business or industry
• Possess a Canadian CPA designation
• Completed or enrolled in the CPA In-Depth Tax Courses (or equivalent)
• Possess excellent written and verbal communication skills
• Demonstrate ability to work as part of a team
• Possess organization and time management skills

Ideally, you’ll also have

• The ability to thrive within a fast-paced, professional services environment
• Two to five years of experience advising high-net-worth and owner/manager clients in a variety of areas including corporate, personal, trusts and estate tax matters.

What We Look For

We’re interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and development. We’re looking for people with a genuine passion for tax, and the future of tax, and are inspired to help the world’s leading multinational organizations meet complex tax obligations around the world. If you have the confidence to speak up and influence a team that affects big businesses worldwide, this role is for you.

This job posting relates to an existing vacancy within our organization.

What We Offer

When you thrive, we thrive. The EY benefits package goes above and beyond, focusing on your physical, emotional, financial and social well-being:

• $5,000 per year for mental health support benefits
• Wellbeing benefit of $1,200/year

EY reports salary ranges in accordance with applicable provincial pay transparency legislation. Individual salaries within the anticipated salary ranges noted below are determined through a wide variety of factors including but not limited to internal equity, education, relevant experience, knowledge, and applicable skill sets.

• Toronto : $92,000 to $138,000

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