Tax Manager - Canadian Corporations (Financial Services/Asset Management)

About the role

RSM Canada is looking for a Tax Manager to join its expanding Business Tax - Financial Services practice in Toronto. The role works with complex clients in Asset Management (private equity, venture capital, hedge funds), Financial Institutions, Insurance, Specialty Finance and Brokerage and Trading. It centres on three themes: technical and quality expertise, people and talent management, and client service and business development.

Key responsibilities

• Lead and manage complex engagements, delivering high-quality tax advice and seeking to expand services to clients
• Serve as a performance advisor, mentor or coach, giving honest and timely feedback, and train and develop staff
• Work on complex issues and communicate in non-technical terms between the client and the service team, managing risk for both client and firm
• Drive growth and profitability by generating new revenue on existing clients, cross-selling and acquiring new clients
• Handle client questions, planning and consulting, and act as tax relationship leader, executing the firm's client service plan
• Review research findings against firm policies and professional standards, and build relationships across lines of business
• Manage client needs for tax services and federal and state tax compliance, and stay up to date on tax law changes
• Some travel may be required

Required profile

• Bachelor's degree, preferably in Accounting or a related field
• CPA designation
• Working towards or completing a Master of Tax or CPA In-depth Tax Program
• 5+ years of public accounting experience, preferably in a tax-focused role
• Ability to work closely with clients to answer questions and gather information

Required skills

• Experience with corporations, partnerships and trusts
• Effective verbal and written communication
• Preferred: working knowledge of the Canadian Income Tax Act and strong technical tax preparation skills
• Preferred: experience with international tax matters and tax reviews

What we offer

• Compensation range of $83,000 - $143,700
• Discretionary bonus based on firm and individual performance
• Most roles follow a hybrid work style, with some roles virtual or primarily on-site depending on requirements