Calgary - High Net Worth - Tax Manager

The Opportunity

The Tax Manager role is part of our People Advisory Services practice. You will join a team of subject matter specialists who provide advice to organizations and high-net-worth individuals on compensation matters, domestic tax planning, estate and wealth transfer, and postmortem planning specifically where there are cross border tax concerns. You will have an opportunity to expand your Canadian tax knowledge into niche areas of international tax as well as compensation and rewards. Our practice works closely with the EY Private Tax, Mobility, Transaction Tax, and International Tax groups across Canada and globally.

The role

As a Manager, you will be responsible for recommending and implementing tax strategies that align with the client’s objectives, corresponding with legal counsel and tax authorities on client issues, and reviewing Canadian personal, corporate, trust tax and information reporting returns, election forms and tax advisory memos.

Your key responsibilities

• Identify planning opportunities and prepare correspondence describing the income tax implications of transactions.
• Research client issues that arise from planning or compliance work using a variety of online sources.
• Liaise with the client’s legal counsel and family office personal.
• Review personal, trust, and corporate tax returns and related compliance responsibilities.
• Liaise with the Canada Revenue Agency and relevant provincial ministries on client issues.
• Prepare or review tax election forms.
• Assist and manage the administration of personal and trust tax compliance seasons.
• Coordinate with other internal EY teams as required.
• Mentor and coach junior team members and actively participate in their technical development.

Skills and attributes for success

• Excellent interpersonal abilities and exceptional written and verbal communication skills.
• Strong organizational and time management skills, with the ability to thrive in a fast-paced, professional services environment.
• Collaborative and able to contribute in a team-oriented culture that fosters professional development.
• The drive to pursue and share knowledge to enhance professional growth and service delivery.
• Curiosity and a willingness to learn new complex tax concepts in a supportive environment.

Qualifications

• An undergraduate or graduate degree in accounting or another appropriate academic major and CPA designation.
• 5 or more years of relevant Canadian tax experience gained in public practice or equivalent experience from industry with broad experience in domestic Canadian taxation and a willingness to expand into more complex technical areas.
• Enrolled in or completed the CPA In-Depth Tax Course, or another relevant qualification such as a Master of Taxation.

What We Look For

We’re interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and development. We’re looking for people with a genuine passion for tax and the future of tax, who are inspired to help high net worth individuals meet complex tax obligations around the world.

Benefits

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you to decide which benefits are right for you and which ones help you create a solid foundation for your future.

• Support and coaching from some of the most engaging colleagues in the industry.
• Learning opportunities to develop new skills and progress your career.
• The freedom and flexibility to handle your role in a way that’s right for you.

Inclusiveness at EY

Inclusiveness is at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.

Learn about our commitment to Inclusiveness at