Tax Services Manager

Description:

Raymond James Ltd., a leading independent Canadian investment dealer, is seeking a Manager, Tax Services to lead compliance and planning activities in personal, terminal, estate, and trust returns. Reporting to the Senior Manager, Tax Preparation Services, the role provides leadership in tax preparation and planning, supporting the Private Client and Trust Services divisions in Vancouver and Montreal.

Key Responsibilities:

• Client Relationship Management: Partner with private client and trust divisions, investment advisors, and trust officers; provide tax education through presentations, written materials, and consultations.

• Tax Expertise: Lead tax preparation and planning for personal, corporate, trust, and estate clients (T1, T2, T3); review work of team members for accuracy; maintain knowledge of federal and Quebec tax laws.

• Leadership: Engage in strategic planning, client service development, process improvement, and staff coaching; provide leadership to the tax preparation team.

• Business Strategy: Create communication and marketing strategies; collaborate nationally to unify tax service delivery; contribute to operational and client management planning; hire and develop associates as needed.

• Risk Management: Work with compliance, operations, legal, and other departments to resolve issues; lead complex client/business challenges; manage other projects as assigned.

Qualifications:

• Bachelor’s degree in Business, Finance, or related field; completion of CICA In-Depth Tax Course or Masters in Taxation.

• CPA designation (CPA, CA, CGA, CMA) required.

• 4+ years’ public practice experience in personal, corporate, trust, and estate tax preparation and planning.

• Knowledge of investment concepts and wealth management procedures.

• Proficient in Microsoft Office; willing to learn new applications.

• Strong critical thinking, analytical, and relationship management skills.

• Bilingual in French and English.

• Canadian Securities Course, MTI, or TEP designation is an asset.

Work Environment & Benefits:

• Flexible workstyles and comprehensive compensation package.

• Health benefits, RRSP matching, Employee Stock Purchase Plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and community involvement.

• Emphasis on professional growth and internal promotion.