Intake specialist • surrey bc
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Performing technical research and prepare tax correspondence and memos for estate planning and corporate reorganizations
Completing complex tax planning calculations for corporate reorganizations and divestitures
Completing complex tax compliance
Providing support for team members on tax related matters for all clients
On an ongoing basis, identify opportunities for additional services with existing clients and proactively move the opportunity forward within the firm as required
What you must have:
Undergraduate University degree
CPA designation (preferred)
Enrolled in the CPA Canada In-depth Tax Course would be an asset but not required
3 years of public practice experience
Familiarity with the issues and challenges faced by small-to-medium sized businesses
Independent, highly motivated, and a self-starter
Multi-tasker and can manage multiple clients simultaneously
Strong communication skills (both written and verbal)
Effective relationship-builder – they want their clients and your direct reports to love you!
Bring positive energy to the team
Other Information:
Excellent culture
Competitive compensation package
Commitment to support your continued professional development
Opportunities to advance and grow in the firm
Hybrid workplace and flexible hours
Collaborative environment and open-door policy – easy access to Partners and Management
Supported study and exam time
In-house training programs
4-day summer work weeks in July and August
Flexible dress code
Paid health and wellness days
Social and community events held year round
Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit.
