14 Tax Compliance jobs in Canada

Reporting to the Manager of Canadian Tax Compliance, the Canadian Tax Compliance Analyst will have excellent analytical and communication skills, while being able to work independently and as part of a team. The ideal candidate will be proactive, organized, and able to multitask while meeting deadlines.

Main functions and tasks:

• Prepare and analyze tax provisions for Canadian and foreign subsidiaries.
• Participate in the consolidated tax provision.
• Prepare Canadian tax returns (T2) and underlying forms (T106, T1134), credits for internships, etc.).
• Assist team leaders in the various tax audits of Canadian companies.
• Monitor the tax schedules of foreign subsidiaries.
• Conduct research and analysis for various files and special projects.
• Be responsible for the tax provisions of countries with certain specificities.
• Supervise certain tasks performed by the intern in the tax group.

Required qualifications:

• University degree in accounting.
• Be a CA (an asset).
• Master's degree in taxation or other comparable training, completed or underway (an asset).
• Minimum of 5 years of accounting experience, including 3 years of experience in Canadian corporate taxation (an asset).
• Excellent proficiency in Microsoft Excel and the Microsoft 365 environment.
• Data analysis skills, knowledge of Power BI (an asset).
• Knowledge of Oracle, HFM (an asset).
• Excellent analytical skills.
• Team player.
• Ability to work with minimal supervision and meet deadlines.
• Ability to communicate effectively with colleagues.
• Bilingual (French and English).

Reporting to the Manager of Canadian Tax Compliance, the Canadian Tax Compliance Analyst will have excellent analytical and communication skills, while being able to work independently and as part of a team. The ideal candidate will be proactive, organized, and able to multitask while meeting deadlines.

Main functions and tasks:

• Prepare and analyze tax provisions for Canadian and foreign subsidiaries.
• Participate in the consolidated tax provision.
• Prepare Canadian tax returns (T2) and underlying forms (T106, T1134), credits for internships, etc.).
• Assist team leaders in the various tax audits of Canadian companies.
• Monitor the tax schedules of foreign subsidiaries.
• Conduct research and analysis for various files and special projects.
• Be responsible for the tax provisions of countries with certain specificities.
• Supervise certain tasks performed by the intern in the tax group.

Required qualifications:

• University degree in accounting.
• Be a CA (an asset).
• Master's degree in taxation or other comparable training, completed or underway (an asset).
• Minimum of 5 years of accounting experience, including 3 years of experience in Canadian corporate taxation (an asset).
• Excellent proficiency in Microsoft Excel and the Microsoft 365 environment.
• Data analysis skills, knowledge of Power BI (an asset).
• Knowledge of Oracle, HFM (an asset).
• Excellent analytical skills.
• Team player.
• Ability to work with minimal supervision and meet deadlines.
• Ability to communicate effectively with colleagues.
• Bilingual (French and English).

Job Description

OVERVIEW:

Reporting to the Controller - Commercial, the Specialist, 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.
• Knowledge of SQL queries. (Preferably complex).
• Experience in using Power BI and/or Tableau in connection with SQL.
• 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.
• 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.

---

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.

WHO WE ARE

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

CULTURE AND VALUES

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

COMMUNITY

We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We have an opportunity for a Team Lead, Tax Reporting to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO

We are seeking an experienced subject-matter expert with strong knowledge of tax reporting and client account processing. Reporting to the Supervisor, Tax Reporting, the ideal candidate is committed to client service excellence, detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment.

RESPONSIBILITIES

• Provide expert advice in processes and best practices related to tax reporting to team members, Advisors and their advisory support teams
• Ensure deadlines are met with CRA and IRS tax remittances and assist in issuance of tax receipts during tax season
• Conduct accurate reconciliations of tax reporting on income, reorganizations, and manual adjustments
• Investigate discrepancies from reconciliations and make necessary adjustments
• Deliver client service excellence by responding to inquiries accurately and timely
• Serve as the first point of contact for escalation of any urgent issues
• Partner with Compliance, New Accounts and Financial Services departments to remain current on new developments in tax reporting, anticipate impact to existing processes and execute changes as required
• Communicate department initiatives, changes, and updates to team members
• Review and audit client account applications and information, in accordance with rules and regulations related to QI, FATCA and CRS
• Ensure standard operating procedures are followed and service-level agreements are met
• Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes
• Participate in cross-functional department reporting, audit, and review projects
• Maintain up-to-date knowledge of taxation industry by participating in relevant meetings and seminars
• Engage in ongoing learning and professional development to increase knowledge as a subject-matter expert

COMPETENCIES

• Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions
• Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines
• Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues
• Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety
• Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines
• Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
• Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently

KNOWLEDGE AND EXPERIENCE

• 2+ years of investment industry experience, with extensive knowledge of tax reporting processes
• People leadership experience is a strong asset
• Self-starter and continuous learner with the capacity to work independently
• Demonstrated flexibility and willingness to assist others
• Critical thinker and skillful decision maker, adaptable in a changing regulatory environment
• Excellent organizational skills, able to prioritize important and time-sensitive tasks
• Ability to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detail
• Strong verbal and written communication and presentation skills
• Experience with the Broadridge Dataphile platform required
• Proficiency in Microsoft 365 (Outlook, Word, Excel and PowerPoint)

WHAT WE OFFER

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $60,000 – 65,000/year, plus the potential for bonuses.

Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume to by July 25, 2025 .

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.

WHO WE ARE

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most AdmiredTM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

CULTURE AND VALUES

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

COMMUNITY

We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We have an opportunity for a Team Lead, Tax Reporting to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO

We are seeking an experienced subject-matter expert with strong knowledge of tax reporting and client account processing. Reporting to the Supervisor, Tax Reporting, the ideal candidate is committed to client service excellence, detail-oriented and driven to provide exemplary support to advisory groups in a fast-paced environment. This role requires a critical thinker and skillful decision maker, who can quickly adapt in a continuously changing regulatory environment.

RESPONSIBILITIES

• Provide expert advice in processes and best practices related to tax reporting to team members, Advisors and their advisory support teams
• Ensure deadlines are met with CRA and IRS tax remittances and assist in issuance of tax receipts during tax season
• Conduct accurate reconciliations of tax reporting on income, reorganizations, and manual adjustments
• Investigate discrepancies from reconciliations and make necessary adjustments
• Deliver client service excellence by responding to inquiries accurately and timely
• Serve as the first point of contact for escalation of any urgent issues
• Partner with Compliance, New Accounts and Financial Services departments to remain current on new developments in tax reporting, anticipate impact to existing processes and execute changes as required
• Communicate department initiatives, changes, and updates to team members
• Review and audit client account applications and information, in accordance with rules and regulations related to QI, FATCA and CRS
• Ensure standard operating procedures are followed and service-level agreements are met
• Identify opportunities to streamline processes for operational efficiencies and collaborate with team members to document new and existing processes
• Participate in cross-functional department reporting, audit, and review projects
• Maintain up-to-date knowledge of taxation industry by participating in relevant meetings and seminars
• Engage in ongoing learning and professional development to increase knowledge as a subject-matter expert

COMPETENCIES

• Analysis – Assess quantitative and qualitative data, information, or situations to understand the most important details, identify patterns or meaning, and translate it into useful recommendations, decisions, or actions
• Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines
• Customer Service – Determine needs, capture relevant information, apply internal policy or regulation, and escalate and prioritize the requests of customers to answer inquiries, fulfill transactions, or resolve issues
• Operational Policy and Procedures – Apply knowledge of the firm’s procedures and processes to execute work to a high standard of consistency, efficiency, compliance, and safety
• Project Management – Plan, coordinate, execute, and oversee projects, balancing time, resources, and scope to achieve objectives, support stakeholders, and meet deadlines
• Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
• Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently

KNOWLEDGE AND EXPERIENCE

• 2+ years of investment industry experience, with extensive knowledge of tax reporting processes
• People leadership experience is a strong asset
• Self-starter and continuous learner with the capacity to work independently
• Demonstrated flexibility and willingness to assist others
• Critical thinker and skillful decision maker, adaptable in a changing regulatory environment
• Excellent organizational skills, able to prioritize important and time-sensitive tasks
• Ability to work efficiently and accurately in a fast-paced, dynamic environment, with a sharp eye for detail
• Strong verbal and written communication and presentation skills
• Experience with the Broadridge Dataphile platform required
• Proficiency in Microsoft 365 (Outlook, Word, Excel and PowerPoint)

WHAT WE OFFER

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $60,000 – 65,000/year, plus the potential for bonuses.

Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume to by July 25, 2025 .

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.

Job Description

Salary:

English version follows

Chez PEAK, nous valorisons une culture fonde sur la confiance et nous nous efforons de maintenir un environnement collaboratif ainsi qu'une atmosphre conviviale entre nos employs. Nous offrons un cadre de travail dynamique avec des dfis stimulants qui vous permettront datteindre votre plein potentiel. Vous avez un esprit audacieux et entrepreneurial? Donnez vie vos ides avec nous!

Nos valeurs sont lhumain, lindpendance, linnovation et lintgrit. Nous avons eu lhonneur dtre nomms Employeur de choix par Kincentric quatre reprises.

A propos du poste

Relevant du Superviseur, Oprations et Analyses daffaires, lAnalyste en Dclarations fiscales est responsable de la production exacte des renseignements fiscaux des clients l'ARC, au MRQ et l'IRS. Cette responsabilit comprend le respect des chances fixes par les gouvernements, l'assurance de l'exactitude et de la qualit de l'information ainsi que le maintien jour de ses connaissances en ce qui a trait aux changements de rgles qui peuvent avoir une incidence sur le traitement de fin d'anne li aux placements des clients. La personne sera galement responsable de l'enregistrement exact des dividendes et des paiements d'intrts ainsi que d'autres tches connexes. En dehors de la saison fiscale, le titulaire du poste sera fortement impliqu dans les oprations et les projets technologiques.

Ce que vous ferez

• Produire tous les reus fiscaux de nos 3 systmes (reus de contribution, T3/RL16, T5/RL3, T5008/RL18, T5013, etc.) et soumettre les XML au gouvernement
• Assister aux dpts et dclarations gouvernementales, ainsi qu' la prparation et lenvoi des feuillets fiscaux de fin danne et des rsums pour Valeurs mobilires PEAK et Services en placements PEAK
• Analyser et rsoudre les lments de fin danne signals par les conseillers, en collaboration avec le service la clientle
• Suivre les nouvelles rglementations, faire des tests et optimiser les processus en collaboration avec les fournisseurs
• Participer la rdaction et la mise jour des procdures de production de fin danne pour PEAK

Ce que nous recherchons

• Exprience et connaissances approfondies en valeurs mobilires (actions dont ETFs) : traitement de distribution, capacit analyser les bulletins de rorganisations, .
• Exprience en service clientle dans une entreprisede courtage
  
• tre laise dans plusieurs systmes, et dans lutilisation de Excel et des XML
  
• Trs bonne matrise du franais et de l'anglais (crit et oral)
• L'exprience en taxes et la connaissance de FATCA/CRS/QI sont des atouts
• Minutie, autonomie, sens de lorganisation, et capacit rsoudre des problmes

Ce que nous offrons

• Poste permanent temps plein
• Mode de travail hybride: 3 jours au bureau et 2 jours en tltravail par semaine
• Bureaux modernes avec vue, en plein cur du centre-ville de Montral, facilement accessible en transports en commun
• 3 semaines de vacances et 5 journes maladies par anne
• Aprs la priode de probation : Assurances collectives compltes (maladie, dentaire, compte gestion sant, programme daide aux employs, tlmdecine) prises en charge 50% par lemployeur
• Aprs la priode de probation : Programme de REER avec participation de lemployeur
• Prise en charge de 20% de la carte OPUS par lemployeur (quivalent 2 mois gratuits par an)
• Implication dans la communaut et la cause corporative contre le cancer et autres associations
• Organisation frquente dvnements par le comit social, bass sur lvnementiel, la sant mentale et physique des employs et limplication sociale et communautaire
• Encouragement au dveloppement personnel travers la formation et lvolution interne
• Remboursement de labonnement sportif hauteur de 300$ par anne
• Accs gratuit la salle de gym de limmeuble

propos de PEAK

Notre objectif est de faire une relle diffrence dans la vie des Canadiens. Notre mission est d'amliorer la qualit de vie des gens grce une meilleure utilisation de leur argent.

PEAK est le chef de file canadien du conseil entirement indpendant.

Depuis sa fondation en 1992, PEAK n'a cess d'largir ses horizons et compte maintenant plus de 15 milliards de dollars d'actifs sous administration. Avec 1 500 conseillers, professionnels inscrits et employs travers le Canada, PEAKa maintenu sa position de leader, mais n'a jamais perdu de vue ses valeurs et sa mission.

Nous souhaitons remercier tous ceux et celles qui nous feront parvenir leur candidature, mais nous ne communiquerons quavec les candidats retenus pour une entrevue.

***

Tax ReportingAnalyst

At PEAK, we value a culture based on trust and strive to maintain a collaborative environment and a friendly atmosphere among our employees. We offer a dynamic working environment with stimulating challenges that will enable you to reach your full potential. Do you have a bold, entrepreneurial spirit? Bring your ideas to life with us!

Our values are people, independence, innovation and integrity. We've had the honor of being named Employer of Choice by Kincentric four times.

About the position

Reporting to the Supervisor, Operations and Business Analysis, the Tax Reporting Analyst is responsible for the accurate filing of client tax information to the CRA, MRQ and IRS. This responsibility includes meeting government deadlines, ensuring the accuracy and quality of information, and maintaining up-to-date knowledge of rule changes that may affect year-end processing related to client investments. The individual will also be responsible for the accurate recording of dividends and interest payments, as well as other related tasks. Outside the tax season, the position holder will be heavily involved in operations and technology projects.

What you will do

• Produce all tax receipts from our 3 systems (contribution receipts, T3/RL16, T5/RL3, T5008/RL18, T5013, etc.) and submit XML to the government.
• Assist with government filings and returns, as well as the preparation and mailing of year-end tax slips and summaries for PEAK Securities and PEAK Investment Services.
• Analyze and resolve year-end items reported by advisors, in collaboration with Client Services.
• Monitor new regulations, test and optimize processes in collaboration with suppliers.
• Participate in drafting and updating year-end production procedures for PEAK.

What we are looking for

• Extensive experience and in-depth knowledge of securities (including stocks and ETFs): Distribution processing, ability to analyze reorganization notices, etc.
• Customer service experience in a brokerage firm
  
• Comfortable working with multiple systems, as well as using Excel and XML
• Excellent command of both French and English (written and spoken)
• Detail-oriented, autonomous, well-organized, and strong problem-solving skills
• Experience in tax-related matters and knowledge of FATCA/CRS/QI are strong assets
  

What we offer

• Permanent full-time position
• Hybrid work mode: 3 days in the office and 2 days remote per week
• Modern offices with a view, in the heart of downtown Montreal, easily accessible by public transportation
• 3 weeks of vacation and 5 sick days per year
• After probationary period: Comprehensive group insurance (health, dental, health spending account, employee assistance program, telemedicine) covered 50% by the employer
• After probationary period: Employer-matched RRSP program
• Employer covers 20% of the OPUS card (equivalent to 2 free months per year)
• Involvement in community and corporate causes support against cancer and other associations
• Frequent events organized by the social committee, focused on events, employee mental and physical health, and social and community involvement
• Encouragement of personal development through training and internal growth opportunities
• Reimbursement of gym membership up to $00 per year
• Free access to the building's gym

About PEAK

Our goal is to make a real difference in the lives of Canadians. Our mission is to improve people's quality of life through better use of their money.

PEAK is Canada's leading fully independent advisor. Since its founding in 1992, PEAK has continued to expand its horizons and now has over 15 billion in assets under administration. With 1,500 advisors registered professionals and employees across Canada, PEAK has maintained its leadership position but has never lost sight of its values and mission.

We would like to thank all those who apply, but only those selected for an interview will be contacted.

Job Description

Senior Accountant – Financial Reporting and Tax

• Great work-life balance with steady hours and little overtime
• Competitive salary
• Friendly, team-based work environment with room to grow
• Dental, vision, and extended health coverage
• Tuition reimbursement
• Employee Assistance Program (EAP)
• Paid time off
• RRSP matching
• Wellness program
• Company events and team activities

• Prepare and review monthly, quarterly, and annual financial statements for multiple subsidiaries under ASPE.
• Prepare financial reports and reconciliations for specific business units and assist with internal management reporting
• Manage the accounting and reporting for various investments
• Manage the administration of corporate reporting requirements
• Support year-end audit processes and liaise with external auditors

• Assist with preparation and filing of corporate income tax returns and information returns (T2s, T106s, T1135s, etc.)
• Support preparation of annual tax provisions and working papers
• Help ensure compliance with indirect tax obligations (GST/HST, provincial sales tax)
• Liaise with external tax advisors and support responses to any tax audits or inquiries
• Calculate GRIP and Safe Income for various companies

• Maintain accurate accounting records for shareholders including dividends, and capital transactions
• Prepare schedules and documentation for shareholder distributions and related tax reporting
• Support the preparation of T5 slips and related filings
• Coordinate with service provider on shareholder-related matters as needed
• Liaise with shareholders to address questions related to distributions, tax slips, and capital accounts

• CPA designation (or in final stages of completion)
• 3+ years of relevant experience in financial reporting and corporate tax
• Strong technical knowledge of ASPE
• Experience in a multi-entity or consolidated reporting environment is a strong asset
• Exposure to Canadian corporate tax compliance (T2 preparation, tax provisions)
• Highly organized with strong attention to detail and ability to meet deadlines
• Proficient in Microsoft Excel and accounting/reporting systems

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Job Description

Salary:

About the job

TAAG is a multidisciplinary firm offering a wide range of services for small and medium-sized businesses, individuals, governmental and non-governmental organizations. TAAGs service lines include accounting and bookkeeping, tax planning, multi-family office services including wealth management, business and corporate law, and marketing and design.

We are seeking a highly skilled Manager of Accounting and Tax to oversee our accounting operations and ensure compliance with tax regulations. The ideal candidate will lead the accounting team, manage tax planning and reporting processes, and drive efficiencies to support TAAGs financial goals.

This role offers an opportunity for advancement, with the potential to become a partner at the firm.

Key Responsibilities:

• Oversee and manage the daily operations of the accounting department, including accounts payable/receivable and general ledger.

• Prepare accurate financial statements, including monthly, quarterly, and annual reports.

• Maintain compliance with GAAP and internal policies.

• Responsible for monthly and quarterly financial close processes.

• Ensure timely and accurate preparation and filing of tax returns.

• Lead tax planning initiatives to minimize liabilities and identify opportunities.

• Keep updated with changes in tax laws and implement necessary adjustments to ensure compliance.

• Train, mentor, and supervise accounting staff.

• Set performance goals, conduct reviews, and foster professional growth within the team.

• Develop and implement tax strategies and planning solutions for clients, including creating formalized tax planning tools for retirement.

• Build and maintain strong relationships with both new and existing clients.

• Actively promote the firms services to support business development.

Qualifications:

• Bachelors degree in accounting or a related field (CPA preferred).

• 5+ years of progressive accounting and tax experience, with at least 2 years in a leadership role.

• Experience working with Small/Medium Businesses.

• Proficient in accounting software (e.g., Sage Simply Accounting, QuickBooks, Tax prep and CaseWare) and Microsoft Excel.

• Strong knowledge of GAAP and tax regulations.

• Knowledge or exposure to ASPE/IFRS would be considered an asset.

• Exceptional organizational and analytical skills with strong attention to detail.

• Exceptional problem-solving skills and sound decision-making abilities.

• Excellent communication skills, with the ability to address client inquiries clearly and professionally.

• Committed to delivering quality work while meeting tight deadlines.

• Collaborative team leader with a strong emphasis on teamwork and partnership.

• Bilingualism (English/French) an asset.

Why TAAG?

The numbers are secondary to the person sitting in front of us or on the other side of the phone. Every single one of us takes ownership of what we do for each other and for clients. Our team provides a warm environment for clients and solves problems collaboratively. We treat everyone with friendliness and care.

Apply Today!

If you are interested to apply, please submit your resume to Human Resources at

TAAG Accounting is an equal opportunity employer. We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other characteristics protected by law.