Manager - Tax Private Client Services Winnipeg jobs at Ey in Canada, Winnipeg

As a Tax Manager, you will be a part of our Private Tax practice. You will be part of a team that are subject matter specialists who provide advice to private organizations and high net worth business owners and individuals on domestic and cross-border tax planning, estate, wealth transfer and postmortem planning, asset protection strategies and philanthropic planning. Our Private Tax practice works closely with other tax teams including our transaction tax and international tax group.

Your key responsibilities

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, assisting with reorganizations, researching compliance and planning issues and reviewing personal, corporate and trust tax returns.

Skills and attributes for success

• Identify planning opportunities and prepare correspondence describing the income tax implications of implementing transactions
• Research client issues that arise from planning or compliance work using a variety of on-line sources
• Liaise with the client’s legal counsel
• Review personal, trust and corporate tax returns and related compliance responsibilities
• Liaise with Canada Revenue Agency and relevant provincial ministries on client issues
• Correspond with audit managers, staff and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
• Prepare tax election forms
• Assist and manage the administration of personal and trust tax compliance seasons

To qualify for the role, you must have

• An undergraduate or graduate degree in accounting and/or other appropriate academic major
• 5+ years of relevant tax experience or equivalent experience in business or industry
• Possess a Canadian CPA designation
• Completed the CPA In-Depth Tax Courses (or equivalent) (Good to have)
• Possess excellent written and verbal communication skills
• Demonstrate ability to work as part of a team
• Possess organization and time management skills

Ideally, you’ll also

• The ability to thrive within a fast-paced, professional services environment

What we offer

When you thrive, we thrive. The EY benefits package goes above and beyond, focusing on your physical, emotional, financial and social well-being:

• $5,000 per year for mental health support benefits
• Wellbeing benefit of $1,200/year

Discover how, when and where you can work at

Your key responsibilities

As a Senior Tax Staff, you'll 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, assisting with reorganizations, researching compliance and planning issues and reviewing personal, corporate and trust tax returns.

Skills and attributes for success

• Identify planning opportunities and prepare correspondence describing the income tax implications of implementing transactions
• Research client issues that arise from planning or compliance work using a variety of on-line sources
• Liaise with the client’s legal counsel
• Review personal, trust and corporate tax returns
• Liaise with Canada Revenue Agency and relevant provincial ministries on client issues
• Correspond with audit managers, staff and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
• Prepare tax election forms
• Assist and manage the administration of personal and trust tax compliance seasons
  

To qualify for the role you must have

• An undergraduate or graduate degree in accounting and / or other appropriate academic major
• 3 – 5 years of relevant tax experience or equivalent experience in business or industry
• A Canadian CPA or CA designation, or a reciprocal designation recognized with the CICA
• Completed or be working towards the In-Depth Tax Course (or equivalent)
• Excellent written and verbal communication skills
• Demonstrated ability to work as part of a team
• Excellent organization and time management skills

Ideally, you’ll also have

• A proactive approach, a high level of commitment, and a be a motivated, driven team player

What we offer

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 decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• 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

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Your key responsibilities

As a Senior Manager, you will focus exclusively on helping private and family-owned companies take advantage of opportunities and address challenges unique to them. You will offer hands on personalized service of a boutique style firm coupled with the breadth of service offerings and brand only a local network can provide.

Skills and attributes for success

• Supervise engagement teams and review work performed
• Continually learn, share knowledge with team members, and enhance service delivery
• Maintain cooperative relationships and foster mutual support with other EY service line teams
• Successfully monitor the engagement team against the budget, and alter if necessary
• Engagement billing and monitoring collections
• Identify/communicate relevant trends, developments, and key performance drivers relevant to the client.
• Responsible for planning and managing Notice to Reader (NTR) and Review Engagements along with the required tax filings
• Prepare deliverables tailored to client needs and meeting required deadlines
• Demonstrate a deep understanding of the client's industry and marketplace.
• Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the team.
• Successfully delegate to all levels of staff.
• Conduct performance reviews, serve as a positive leader and mentor, and contribute to performance feedback/training.

To qualify for the role you must have

• An undergraduate degree or a graduate degree with a minimum of 8+ years of related work experience with preference on public practice experience.
• Must have a Canadian CPA, CA designation, or possess a reciprocal CPA, CA designation recognized with CPA Manitoba.
• Extensive knowledge of financial accounting and ASPE Standards
• Solid understanding of business concepts and issues related to privately owned businesses
• Strong personal and corporate tax knowledge
• Excellent PC skills and experience working with Taxprep, Caseware, Caseview, Quickbooks and Sage
• Outstanding client communication skills and dedication to providing exceptional and timely client services
• Ability to lead teams and manage engagement profitability
• Superior multi-tasking skills
• Professional presence with the ability to quickly establish personal credibility and demonstrate expertise.
• Ability to take a pragmatic approach to issues that underpin client relationships while demonstrating and living the firm's values
• Excellent project management and leadership skills (lead by example)

Ideally, you’ll also have

• The ability to work independently in a fast-paced, a dynamic team-oriented environment

What we offer

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 decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:a

• 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

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Your key responsibilities

As a Tax Reviewer, you will work on personal tax returns for shareholders, managers and entrepreneurs for a wide variety of small owner managed clients and private entities.

Skills and attributes for success

• Identify planning opportunities and prepare correspondence describing the income tax implications of implementing transactions
• Research client issues that arise from planning or compliance work using a variety of on-line sources
• Coaching and mentoring more junior staff to execute assignments with accuracy and completeness
• Liaise with the client’s legal counsel
• Review personal, trust and corporate tax returns
• Liaise with Canada Revenue Agency and relevant provincial ministries on client issues
• Correspond with audit managers, staff and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
• Prepare tax election forms
• Assist and manage the administration of personal and trust tax compliance seasons
• Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products.
  

To qualify for the role you must have

• Undergrad business degree or diploma; professional accounting designation is preferred
• 4+ years previous experience with preparing and reviewing Canadian personal tax returns
• Attention to detail, excellent organizational skills and strong verbal and written communication skills
• A positive attitude and the ability to work under pressure
• The ability to work regular work week hours
• The flexibility to work additional hours
  

Ideally, you’ll also have

• Knowledge of TaxPrep software would be an asset
• Previous experience with CCH research tools would be an asset
  

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, and are inspired to help the world’s leading multinational organizations meet complex tax obligations around the world. If you have the confidence to speak up and influence a team that affects big businesses worldwide, this role is for you.

What we offer

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 decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• 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

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

As a Tax Staff, you will be a professional member of our Enterprise team. Our Enterprise practice provides specialized accounting, review services (review engagements, notices to reader (compilation), personal and corporate taxes) to small businesses and individuals.

Your key responsibilities

Together with our substantial investments in technology, knowledge, and learning resources for our professionals, these enable you to deliver quality services to our clients and their stakeholders as our Tax staff.

Skills and attributes for success

• Preparation of notice to reader financial statements and tax returns in accordance with Firm standards for clients in a variety of businesses
• Preparation of tax returns (corporate, personal, trusts, GST, T4’s/T5’s)
• Bookkeeping activities and assist clients with set-up and maintenance of corporate records
• Effective communication with our clients, government agencies and with our mangers and staff
• Keeping managers and other team members informed, on an ongoing basis of progress and significant issues
• Providing advice and training to other staff members
• Identify new business opportunities with existing clients
• Participate in new business development initiatives
• Excellent verbal and written communication skills are essential
• Sound decision-making ability and professional judgment
• Strong problem-solving capabilities
• Works effectively, independently and in a team environment

To qualify for the role you must have

• Minimum of 2 years public accounting experience, including financial statement and corporate tax preparation
• Previous experience working with Caseware/Caseview, Word and Excel is essential, familiarity with TaxPrep and various accounting packages is desirable
• Knowledge of investment accounting an asset
  

Ideally, you’ll also have

• The ability to work independently in a fast-paced, dynamic team-oriented environment

What we look for

We’re interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re ready to take on some of our clients’ most complex issues, this role is for you.

What we offer

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 decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• 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

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

As a Seasonal Tax Assembler, you will be a part of our Private Client Services (PCS) practice during the busy season. You will be provided with an opportunity to work within a Big 4 firm while being part of an entrepreneurial practice. This is an ideal opportunity for individuals looking to work for a few months during the year and who would like to form a long lasting relationship with EY.

Your key responsibilities

As a Seasonal Tax Assembler, you will provide administrative support in the processing of personal tax returns for shareholders, managers and entrepreneurs for a wide variety of small owner managed clients and private entities.

Skills and attributes for success

• Photocopying and scanning of tax returns and associated documentation (i.e. T4 slips, investment receipts, etc.)
• Electronic filing of such documents into our TED (Tax Electronic Documents) system
• Collating of tax returns with correct schedules and attachments provided to the correct parties
• Typing letters
• Arranging couriers
• Creating paper files and transportation of such to other staff and records management department

To qualify for the role you must have

• High school graduation
• Correctly determining which forms/schedules go to which recipient (i.e. CRA versus client versus file copy)
• Strong attention to detail
• Able to work fast at very meticulous work for long periods of time
• Works well under pressure
• Able to work overtime
• Enjoys repetitive tasks
• Intermediate level understanding of MS Office Word and beginner level use of MS Excel
• Able to navigate and use MS Windows XP folders and files and quick to learn other in house electronic filing systems
• Able to work independently as well as within a team
• must be available to work Monday - Friday during the day, with the possibility of overtime

Ideally, you’ll also have

• Some office experience; preferably 3 months - 1 year
  

What we look for

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 decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• 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
  

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Your key responsibilities

As a Senior Tax 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, assisting with reorganizations, researching compliance and planning issues and reviewing personal, corporate and trust tax returns.

Skills and attributes for success

• Identify planning opportunities and prepare correspondence describing the income tax implications of implementing transactions
• Research client issues that arise from planning or compliance work using a variety of on-line sources
• Coaching and mentoring more junior staff to execute assignments with accuracy and completeness
• Liaise with the client’s legal counsel
• Review personal, trust and corporate tax returns
• Liaise with Canada Revenue Agency and relevant provincial ministries on client issues
• Correspond with audit managers, staff and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
• Prepare tax election forms
• Assist and manage the administration of personal and trust tax compliance seasons
• Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products.

To qualify for the role you must have

• An undergraduate or graduate degree in accounting and/or other appropriate academic major
• 7 years of relevant tax experience or equivalent experience in business or industry
• Possess a Canadian CPA
• Completed the In-Depth Tax Course (or equivalent)
• Ability to lead small, medium and large sized client engagements and interact effectively with clients and internal team members
• The successful candidate must lead by example and have proven leadership and people management skills
• Ability to research and write utilizing electronic tax tools
• Strong project management and organizational skills
• Ability to work with tight deadlines
• Process oriented with excellent documentation skills
• Excellent verbal and written communication skills

Ideally, you’ll also have

• Proactive attitude, commitment, and a highly motivated and driven team player

What we offer

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 decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• 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