Junior Tax & Compliance Officer

Toronto, ON | Full-time | Permanent | In office

Family Office associated with IKO Industries Ltd., a Canadian‐owned manufacturing and distribution company of roofing and building materials.

Benefits

- Health Insurance (Virtual Health, HCSA)
- Vision Insurance
- Life Insurance
- Long‐term Disability
- Short‐term Disability
- RRSP Match
- Paid Vacation
- Floating Days
- Employee Assistance Program
- Employee Engagement Events
- Awards and Recognition
- Service Awards

Responsibilities
- Prepare and examine accounting records and financial reports for a portfolio of High‐Net‐Worth individuals, corporations, and partnerships.
- Prepare files for submission to professional service providers to meet tax compliance requirements in Canada, the US and other jurisdictions.
- Assist professional service providers in the preparation of US income tax returns and other requisite forms for holding and investment corporations.
- Manage correspondences with tax authorities, reconcile tax accounts, and report to management and owners.
- Provide assistance with audits by tax authorities through tax analysis, information gathering and status documentation.
- Plan and implement an income tax compliance process to ensure reporting deadlines are met.
- Manage external service providers in numerous jurisdictions to meet tax and business objectives efficiently.
- Collaborate in the planning and execution of repatriation transactions to identify tax withholding and liability issues,



and propose alternate scenarios.
- Work with the CFO‐Family Office on Canadian and multi‐foreign jurisdictional tax planning (inbound and outbound) to achieve tax and operational efficiencies.
- Work with the CFO‐Family Office on special transactions including mergers, acquisitions, business reorganizations and estate planning.
- Identify and communicate trends and developments in tax relevant to High‐Net‐Worth individuals and corporations.

Work Allocation
- 40% Canadian Corporate compliance
- 20% Individual Tax Compliance
- 25% Planning & M&A;

Qualifications
- 3‐5 years of progressive experience with a public accounting firm or a mid‐level tax position in industry.
- Completion or enrollment in the CPA In‐Depth Tax Course or a Masters of Tax program.
- Strong Excel and Visio skills.
- Ability to work independently.
- Contribute to team objectives.
- Excellent communication and interpersonal skills.
- High‐level client service skills, meeting deadlines.
- Familiarity with Canadian tax research tools and tax software.
- Prior exposure to US tax rules beneficial.
- Proven experience advising individuals and corporations on income tax issues and general business matters.
- Strong analytical capability, sound business sense and creative mind.
- Integrity, honesty, and sound judgment regarding confidential matters.

Seniority Level

Mid‐Senior level

Job Function

- Engineering and Information Technology

Industries
- Wholesale Building Materials

📌 Junior Tax and Compliance Officer (Toronto)
🏢 IKO North America
📍 Toronto