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EY US Tax - PFIC Toronto Staff 
Canada, Ontario, Toronto 
912488678

30.06.2024

Your key responsibilities

  • Analyze and research the tax treatments for various corporate actions from both US and Canadian tax perspectives
  • Review client Canadian accounting records related to securities trading and make the necessary adjustments according to US tax treatments
  • Assist Senior Staff and Managers with finalizing client deliverables
  • Prepare Annual Information Statements (AIS) for clients and their investors
  • Provide support and training for Co-op team members
  • Perform ad-hoc tasks as they arise
  • Adhere to EYs policies and standards


Skills and attributes for success

  • Execute the full-cycle PFIC work process including corporate action research, data-cleaning client Canadian accounting records, finalizing deliverable files and preparing Annual Information Statements
  • Work with team members to monitor progress on all deliverables as per scope of work
  • Proactively identify any issues and solutions and make decisions to keep things on track. Ensure appropriate approvals are secured internally and with the client
  • Perform preliminary peer reviews of final workbooks for quality, format and content for adherence to the firm’s brand standards
  • Manage multiple clients/priorities simultaneously
  • Participate in researching application of accounting standards, review financial and governance
  • processes, accounting framework transition, comparison of different company practices, and
  • develop and provide tailored training
  • Participate in identifying areas for process improvements to realize efficiencies
  • Provide in-depth training, coaching and guidance for co-op team members.
  • Contribute to and/or facilitate meetings with team members
  • Understand the stock market industry and recognize key performance drivers, business trends,
  • and new technical and industry developments
  • Knowledge of various simple and complex corporate actions
  • Stay informed of new economic developments and their impact on clients
  • Use technology to continually learn, share knowledge with team members, and enhance service
  • delivery
  • Attend training programs to continually develop skills
  • Maintain cooperative relationships and foster mutual support with other EY service line teams


To qualify for the role you must have

  • A minimum of two years of relevant work experience
  • Working towards, or have, a professional accounting designation (CPA) is strongly preferred
  • Ability to communicate clearly, concisely and articulately both in writing and verbally
  • Extremely adept in software applications including proficient in Microsoft Office suite (Specifically Excel)
  • Strong project management skills, the ability to establish priorities, set and manage schedules, and coordinate multiple projects at one time
  • Organized, detail-oriented and highly deadline-driven
  • Ability to adapt and be flexible to changing internal and client needs


Ideally, you’ll also have

  • An advanced degree in Accounting is highly desirable

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 discretionary bonus program, 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.