Manager, Tax Services

• 2500487

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Manager, Tax Preparation Services

How does the role impact the organization?

Reporting to the Senior Manager, Tax Preparation Services, you will provide leadership and expertise in tax return preparation services while providing ongoing support to the Private Client and Trust Services divisions at RJL. The position offers the opportunity to become a key resource in one of Canada’s largest markets, joining an established team of tax professionals located in Vancouver and Montreal who work together to deliver exemplary tax preparation services across the country.

A critical objective for incumbents in this role is to enhance the client experience while supporting investment advisors and trust officers. The individual will provide tax preparation services and support tax planning services with a particular emphasis on broadening the dialogue with clients, and their overall value proposition, while assisting firm efforts to consolidate assets and increase revenues.

What will your role be responsible for?

Client Relationship Management

• Partner effectively with the private client division, trust company division, investment advisors, trust officers, and its legal, tax and financial planning groups to expand the tax services business in the region;
• Provide educational materials on tax planning and tax preparation via presentations, written materials, and individual consultations; and

Tax Expertise

• Leadership in the delivery of tax preparation and planning services for personal, corporate, trust and estate clients of Raymond James (T1, T2, T3);
• Maintain high quality control by reviewing tax returns and other work done by team members for accuracy and completeness; and
• Maintain up-to-date knowledge and understanding of the Federal Income Tax Act and the Quebec Income Tax Act

Leadership

• Accountable for engagement planning
• Provide outstanding client service. Develop proactive strategies to deepen relationships with both investment advisors and trust officers;
• Demonstrate and provide leadership to ensure efficient processes and systems are implemented in the delivery of tax preparation services; and
• Provide on the job training, coaching, feedback to assist with development of associates and senior associates in the tax preparation team.

Business Strategy and Executive

• Create effective communication and marketing strategies to support and grow the business;
• Collaborate with colleagues in across the country to provide a unified delivery of tax services across Canada; and
• Contribute to strategic and operational planning related to client and practice management, as well as the development of new ideas and approaches to improve work processes.
• Hire and build a team of associates as necessary to support the tax preparation services business.

Risk Management and Control

• Liaise with compliance, operations, legal and other related lines of business to resolve system, administrative, risk management and legal issues pertaining to the delivery of tax preparation services;
• Take lead on resolving complex business/client challenges and collaborate with clients, team members and stakeholders when required; and
• Other duties and projects as assigned.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity, you possess:

• Fundamental knowledge of investment concepts, practices, and procedures used in the wealth management or financial services industry;
• Knowledge of personal, corporate, trust, and estate tax preparation and planning;
• Proficient in Microsoft Office with a willingness and ability to learn new applications;
• Exercise critical thinking and analytics to identify and resolve diverse, complex and ambiguous issues in a timely and practical manner.
• The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Demonstrate a professional manner to establish and maintain effective working relationships through respect and authenticity at all levels of the organization;
• Collaborate with a diverse network of clients, prospects and business partners;
• Employ professional values including sound judgment, integrity, going the extra mile for clients, and being tenaciously driven to achieve results;
• Exercise tact and discretion in the handling of confidential information; and
• Bilingualism in French and English is required.

Educational/Previous Experience Requirements

• Bachelor’s Degree in Business, Finance or related field, or an equivalent combination of experience and education; and
• Completion of the CICA In-Depth Tax Course or Masters in Taxation.

Licenses/Certifications

• Accounting designation required (CPA, CA, CGA, CMA) with 4+ years’ public practice experience in personal, corporate, trust, and estate tax preparation and planning; and
• Canadian Securities Course, MTI or TEP designation would be an asset.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions based on merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $80,000-120,000 in addition to competitive performance bonuses/incentives.