9 Senior Tax Consultant jobs in Canada

Job Description

OVERVIEW:

Reporting to the Controller - Commercial, the Manager, Tax and Compliance will provide support to ensure accurate and timely tax compliance reporting for MacEwen Petroleum and related companies.

This is a full-time, permanent role based in Maxville, Ontario.

RESPONSIBILITIES:

• Preparing returns and analysis, and documentation for all direct and indirect taxes for MacEwen Petroleum Inc. and related companies.
• Partnering with business departments to define measure, analyze, and improve controls, reports, and tax-related processes.
• Tax accounts for financial reporting purposes to ensure activity and balances are reconciled and appropriately reflect the Company’s tax position and status.
• Proactively and effectively supporting the management of tax audits and assessments by performing technical analysis and gathering documentation in support of the audit process.
• Maintaining and monitoring a tax compliance calendar to ensure all returns are filed in a timely manner.
• Ensuring that all necessary tax licenses are up to date.
• Gathering and preparing necessary documents and liaising with external service providers to prepare all corporate tax and information returns.
• Consistently monitoring and evaluating the internal processes and guidelines to ensure efficiency and providing recommendations on optimizing and automating the tax function while minimizing tax risks.
• Assisting with any tax matters associated with enterprise initiatives, business transactions and tax projects.
• Ensuring that procedural documentation is up-to-date and easily followed.
• Preparing estimates and monitor tax payments/refunds to assist the Treasury Group with short and long-term cash tax forecasts.
• Participating in special projects/performing technical research as assigned by management.
• Staying up to date on developments in Canadian tax law that impact the company.
• Creation of internal audit queries that will ensure all customers are setup accordingly.
• Other related duties as required or assigned.

EDUCATION & SPECIALIZED KNOWLEDGE:

• Post-secondary diploma in Accounting, Finance or Business is required.
• 3-5+ years of accounting experience, preferably including working with tax (asset if international organizations operating in multiple jurisdictions).
• Sound knowledge of Canadian GAAP practices and applications.
• Experience working with external auditors and government auditors.
• Establish strong cross-functional working relationships with business units including Legal, Operations, Accounting, Business Development, Human Resources and Treasury to ensure tax risks are proactively identified and managed.
• Excellence in leveraging technology to add value and simplify processes is required.
• Team player who will partner in the process.
• Strong professional communication ability (verbal and written) for a variety of audiences.
• Proven technical, analytical and problem-solving skills.
• Proactive, self-starter with a commitment to continuous improvement.
• Demonstrable and exceptional attention to detail.
• Highly organized and able to meet tight deadlines.

ASSETS:

• Experience in the Petroleum industry.
• Bilingual in both English and French.
• Knowledge of SQL queries. (Preferably complex).
• Experience in using Power BI and/or Tableau in connection with SQL.
• Certified/Chartered Professional Accountant (CPA/CA) designation or close to completion.

WHY JOIN THE MACEWEN TEAM?

• Learn and collaborate with the best in the industry.
• Supportive colleagues and leaders who are passionate about providing exceptional service.
• Competitive compensation package.
• 3 weeks vacation to start.
• Complete benefits program including health, medical, dental, and life insurance.
• RRSP plan with Company match from day one.
• “The perks” include employee gym membership reimbursement, discounts on motor fuels at our service stations, and purchases of equipment and heating oil.

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OUR CORE VALUES:

It is important to us that when you consider a new opportunity, you understand a little about the company, its history, and its values. It is important to us that our values fit with yours, then everyone wins. Our Core Values are the cornerstone of who we are as a company, and what we value. We hope that our Core Values speak to you and what you value.

• Customers First - We exist, first and foremost to serve our customers. They must be at the heart of all the decisions we make.
• Long-Term Focused - We value long-term success over short-term gains.
• Respect Each Other - Each person with whom we work, communicate, and do business is valued and treated with dignity and respect.
• Do The Right Thing - We stand by our word and do what's right.
• Own It - We are encouraged to be entrepreneurial and make decisions as if the business were our own.
• Ever Evolving - We embrace positive change and always seek to improve.

MacEwen is a Canadian-owned and operated fuel and convenience provider that has successfully built and sustained customer relationships in Ontario and Quebec for over 48 years.

MacEwen is recognized as one of Canada's leading independent petroleum and convenience store companies with over 150 retail locations, 16 Divisional Offices, and two distribution centers with identified brands such as Quickie, County Line, Jutzi, MacEwen and Esso.

The Company's continuing success is based on each one of our 315 employees living our core values. First and foremost is our commitment to taking care of our customers.

Before an offer of employment is extended, a minimum of two business references will be required and candidates must complete pre-employment testing which comprises a criminal record check.

Please notify Human Resources if you wish to receive this job posting in a different format or require any other accommodations during the recruitment process.

We are an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

This posting is for a vacant position.

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

JOB OVERVIEW   

CI’s Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement and estate planning support to financial advisors across Canada on behalf of our salesforce to assist with protecting and growing client wealth. Currently, the team is accepting applications for the position of Vice President, Tax, Retirement and Estate Planning based in our Toronto office.

This VP will be responsible for supporting advisors and the CI GAM Sales team by responding to tax, retirement and estate planning questions, presenting and creating informational/educational content and ensuring that TREP-related content materials consistently reflect changes in applicable legislation. The role will act as a vital resource to our distribution team to further enable the growth of our product line-ups through the provision of value-added services. This will include collaboration with wholesaling teams and identifying unique sales opportunities through personal, corporate and trust tax, retirement and estate planning concepts.   

WHAT YOU WILL DO   

• Work closely with the TREP team and sales team members from across the country to build new relationships and strengthen existing ones via value added services that lead to the sale of CI GAM products and services;   
• Act as a subject matter expert and educate financial advisors on tax, retirement and estate planning issues and concepts, changes in legislation, and general concepts;  
• Work with sales to provide education and information to advisors and investors through presentations, consultations, calls, emails and other written communication;   
• Conduct ongoing sales presentations, participate in promotional road shows, conferences and investor seminars;  
• Present at CI conferences and related events for financial advisors across multiple distribution channels;  
• Develop creative articles to be shared with larger audiences on key initiatives and value added propositions;  
• Participate in media opportunities on relevant topics;   
• Conduct ongoing research on important industry trends and research;  
• Build relationships with sales and conduct training as needed on important industry concepts that would assist in promoting CI GAM product;  
• Work collaboratively with TREP, Sales and other CI GAM departments as needed to gain and share technical knowledge to meet company objectives;   
• Maintain working knowledge of industry competitors, resources and financial markets to develop and assess suitability of various TREP-related materials and strategies; and  
• Work collaboratively with TREP team members to develop new topics, promotional material, and deliverables.   

WHAT YOU WILL BRING   

• A minimum of 8 years of professional experience specializing in tax and estate planning with a preference to experience in a law firm or accounting firm setting;  
• Expert level knowledge of private client taxation, retirement planning and/or estate planning required;  
• An accounting or legal designation (e.g. CPA, CA, LL.B, JD, etc.) is required;  
• A TEP designation and completion of one of the following is strongly preferred: 
• CPA Canada In-depth Tax Program,  
• Master of Taxation (MTax) Program, or  
• Master of Laws (LL.M) in Tax; 
• CFP designation is an asset;  
• Excellent communication skills, both written and oral;   
• Bilingual in French/English is not required but is an asset;  
• Knowledge of the Canadian asset management industry is an asset;  
• Strong research, analytical and project management skills;  
• Proficiency with various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency guides, case law, bulletins and information circulars, accounting and legal databases, etc.) and an ability to interpret and apply concepts in a practical manner;  
• Strong presentation and training skills with large and small audiences;  
• Ability to convey complex technical material to financial advisors and investors in an effective manner;  
• Entrepreneurial nature – able to work with CI GAM sales teams to identify opportunities and trends;  
• Strong time management and organizational skills; and  
• Collaborative and team focused nature, with an ability to work virtually with TREP members and CI GAM sales team members located throughout CI’s offices in Vancouver, Calgary, Toronto, and Montreal, as well as operating remotely. 

WORKING CONDITIONS   

• Flexible working conditions, with an in-office requirement of 3 days per week when not travelling;  
• Travel outside of the office within the Greater Toronto Area may be required for advisor and investor presentations and events, conferences, seminars and other industry events from time to time;
• Travel outside of the Greater Toronto Area may be requested for road shows, conferences, seminars and other industry events from time to time; 

ABOUT US

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.   

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at  , or call ext. 4747.