Senior Manager, Tax

Senior Manager, Tax

Who Are We?

Rise is not your typical accounting firm. We go beyond the traditional role associated with most accounting firms and become trusted business partners and advisors for our clients.

Since 1979, we’ve been helping businesses of all sizes create the results and lifestyles they envision by delivering expert insights and guidance and building lasting relationships.

We work primarily with privately-owned businesses to provide a unique, customized, and coordinated mix of services including accounting and assurance, tax planning and advisory, business improvement advisory, mergers & acquisitions advisory, and estate and succession planning.

Why Work With Us?

We are an inclusive dynamic team of highly experienced professionals who provides big firm solutions to privately-owned clients.

Our team has accomplished great things in the past few years, and we’re looking for more people to join us—people who are passionate – and who share our values and commitment to providing outstanding support to our clients.

Our leadership team is focused on talent development. We prioritize internal engagement, growth, and advancement of our team members as we know your growth will help our organization grow.

Life at Rise CPA

As part of Rise, we're here to help you achieve your personal and professional goals. We intend to invest in you by creating a positive work environment to maximize your potential. Below are a few of the incredible perks and benefits you can expect to receive while working at Rise:

• Commitment to support your continued professional development
• Opportunities to advance and grow in the firm
• In-house training programs
• Collaborative environment and open-door policy – easy access to Owners and Management
• Paid health & wellness days
• 4-day summer work weeks in July and August
• Formal/informal mentorship and support
• Competitive compensation package
• Social and community events held year round
• Flexible dress code

About the Role

The Senior Manager, Tax manages specific tax engagements so that they finish on time, on budget, meeting the firm's high-quality standards, resulting in highly satisfied clients. The successful individual will lead the tax training for the rest of the firm, coordinating with other firm managers. They will also identify internal sales opportunities with existing clients and identify prospects through relationships with external partners.For the right individual, an opportunity for further advancement, such as partnership, is available.

Your primary responsibilities will include:

• Leading all levels of tax planning engagements from client proposals to delivery of service
• Manage files, including setting project budgets, planning project activities, monitoring progress by staff, and reviewing projects for accuracy and completeness
• Develop project and tax strategies to solve complex challenges for our clients
• Provide support for team members on tax-related matters for all clients
• Support the development of and coaching of other professionals and junior members
• Work with other members to generate additional business for the firm from existing and new clients
  

Required Experience, Qualifications and Characteristics:

• Designated CPA
• Completion of levels I, II and III of the CPA In-Depth Tax Course
• Strong tax compliance and tax planning background with a deep understanding of the issues and challenges faced by small-to-medium sized businesses
• Minimum six years of public practice experience, ideally focused on income tax compliance and advisory for Canadian private companies and shareholders
• Minimum five years of people management experience
• Proven record of acting in an advisory role for clients and developing strong client relationships
• Strong tax compliance background with an understanding of the issues and challenges faced by small-to-medium sized businesses
• Significant experience with tax reorganizations and transactions
• Independent, highly motivated, and a self-starter
• Multi-tasker and can manage multiple clients simultaneously
• Excellent communication skills (both written and verbal) – and commitment to maintaining an open, transparent dialogue with colleagues and clients
• Effective relationship-builder - we want our clients and your direct reports to enjoy working with you!
• ‘One Team’ mindset – openness to collaborate with all colleagues and bring positive energy to the team

Annual Salary: Starting at $130,000 depending on experience