The Tax Specialist provides individuals and corporations with effective strategies to help minimize their tax burden. They independently handle moderately complex engagements.

Key Responsibilities

- Interpret and apply Canadian tax laws and regulations. Identify, analyze, and document various tax positions, including risk assessment and the formulation of appropriate conclusions.

- Participate in tax audits, disputes, and negotiations with tax authorities.

- Develop and implement tax strategies to optimize clients' business objectives and growth opportunities.

- Provide tax compliance and planning services to Canadian companies conducting business in the United States.

- Prepare and review tax returns for individuals, corporations, partnerships, and trusts, as well as related tax forms.

- Conduct technical tax research and draft analyses and recommendations.

- Participate in developing tax training content and serve as an internal resource person or trainer.

- Perform other related duties.





Requirements

- Graduate degree in tax (M. Fisc.), or CPA in depth tax course

- 2-3 years of experience in Canadian tax compliance.

- CPA title, an asset.

LANGUAGE AND TECHNICAL KNOWLEDGE

- Advanced French and English.

- Intermediate knowledge of MS Office (Outlook, Word, Excel).

- Advanced knowledge of Taxprep, DtMax, and CCH.

- In-depth Canadian tax knowledge.

- General accounting knowledge.

General Skills

- Relational and communication skills.

- Client-oriented.

- Ability to manage stress, priorities, and confidentiality.

- Analytical mind and team spirit.

- Ability to respect instructions and deadlines.

- Reliable, organized, and meticulous.

- Resourceful and autonomous.

- Ability to adapt and multitask.

- Ability to demonstrate own potential by taking on additional responsibilities.

📌 Tax Specialist (Montreal)
🏢 W3Global
📍 Montreal