Role Description
Responsibilities
Client Engagement & Advisory
Lead tax planning and compliance engagements for Canadian-Controlled Private Corporations (CCPCs), partnerships, trusts, and high-net-worth individuals. Advise clients on reorganizations, succession planning, tax filing requirements, and tax-efficient structuring. Technical Expertise Interpret and advise on Canadian tax legislation, including federal and provincial income tax rules, alongside the application of U.S. tax legislation through collaboration with cross-border tax specialists. Review tax memos, legal documents, and opinions related to significant transactions, proposed reorganizations, and responses to Canada Revenue Agency (CRA) audits. Review and sign off on tax returns and elections, including T1, T2, T3, T5013, T1134, and T1135 filings, as well as T2054, T2057, T2058, T2059, T2184, and T2027 elections. Oversee comprehensive tax reviews of c...