Financial Services Practise Leader

Saskatoon, SK, Canada

Job Description


Our Customer is a National Company, delivering financial services to their customers: tax preparation and planning; bookkeeping; legal services; paroll services, for small businesses and Farms. They are looking for someone who wants to lead a local Practise in Saskatchewan - This Practise is located within one hour from North Battleford. The location is within two hours of Saskatoon - please enquire directly for specific location! If you enjoy Small business customers, worklife balance, and a supportive Culture then we would like to hear from you !Position OverviewAs the Tax Manager you'll focus on building strong relationships and understanding the Client's financial situation so they benefit from tailored tax strategies that minimize taxes in both the short and long term. In addition, you'll ensure the accuracy and integrity of the tax and financial products they receive.Key Responsibilities

  • Build strong client relationships through face to face meetings, consulting on their tax and related affairs and completing the preparation of the tax returns and financial statements
  • Deliver an exceptional client experience to ensure client retention
  • Supervise a team (3 to 5 depending on the time of year) consisting of bookkeepers and admin support.
  • Prepare T1 and T2 returns and financial statements using Tax Prep Software and Sage Bookkeeping
  • Ensure the accuracy, compliance and integrity of client Tax, GST/HST, AgriStability and AgriInvest
  • Recognize client needs and connect them with our other domain experts within the company and network.
  • Lead connection/interface with CRA - builds relationships and networking with CRA, government, collaboration with operations, sales. Efile committee, ASAI,
  • PartiCompany Valuescipate in client appreciation events to build relationships and brand awareness
What you Will Bring:
  • Minimum of 3 years of experience with a tax preparation or accounting firm.
  • Proficiency in tax preparation & accounting software, preferably with Taxprep and Xero. iFirm knowledge would be desirable.
  • Experience preparing corporate tax returns for farms and small businesses.
Knowledge, Skills and Abilities:
  • Business or Accounting Degree or Diploma
  • Canadian Tax knowledge and research skills and desire to learn and problem solve are critical to the role
Committment, Integrity, innovation, Respect, Reliability, Collaboration, Celebration !What We Offer:We're committed to helping you grow into the best version of yourself-whether that's mastering your craft or leveling up your career. With competitive pay, solid benefits, and endless opportunities for development, we're not just focused on the here and now, but on where you're headed. Integrity is the foundation of everything we do, so you can always count on us to have your back. We respect and value your unique contributions, because we know that when you succeed, we all succeed. We believe that every voice counts and every idea matters, as innovation keeps us building for the future. And when we clear those hurdles, we celebrate as a team-because what's the point of growth if we can't enjoy the journey together? If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today!

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Job Detail

  • Job Id
    JD2351990
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Saskatoon, SK, Canada
  • Education
    Not mentioned