Salary Range: $85,000.00 To $110,000.00 Annually

Senior Tax Specialist

About Us

Zeifmans is a tax, accounting and consulting firm that understands clients’ needs and the full range of solutions available. We work within the rules to make the rules work for our clients. We give straightforward, intelligent advice that consistently adds to our clients’ bottom lines.

As a member of Zeifmans’ dedicated team, you will acquire a deep knowledge of the personal and business needs and goals of our clients. You can provide candid counsel on a wide range of issues, including tax, complex accounting, restructuring, acquisitions, IPOs and more. You will benefit equally from the experience and judgment of our senior leaders and the sharp, innovative thinking of our young associates.

About the Position

As the Senior Tax Specialist, you will work at a variety of levels and in a variety of industries such as real estate, high-net worth individuals, and owner-managed businesses.

You will prepare and review tax filings and related documentation for a diverse portfolio of clients, ensuring compliance with applicable tax legislation while advising clients on tax planning strategies, best practices, and emerging issues.

Summary of Responsibilities

- Serve as a shared tax resource across the firm, supporting multiple engagement teams and working with a diverse portfolio of clients across various industries and business structures.
- Take ownership of a portfolio of compliance files from start to finish, preparing complex personal, corporate and trust tax returns (T1, T2 and T3) with minimal supervision and delivering complete, review-ready files to Managers and Directors on time..
- Prepare and review information returns and slips,



including T4, T5, T5013 partnership returns, T1134 foreign affiliate returns and T1135 foreign property returns.
- Prepare and review various tax election forms (e.g., T2057, T2054, T2062) and supporting documentation.
- Identifytax issues and planning opportunities while preparing returns, and document filing positions, technical analysis, potential risks and supporting rationale for Manager review.
- Correspond with tax authorities regarding tax audits, assessments, objections, and appeals, advocating for clients’ interests as appropriate.
- Assist Managers and Partners in developing and implementing tax planning , such as corporate reorganizations, estate freezes and owner-manager remuneration plannings.
- Collaborate with Partners, Directors, and Managers to discuss tax issues, provide technical guidance and recommendations, coordinate assignments, and ensure timely, high-quality service delivery.
- Research complex tax issues and document findings, recommendations, and conclusions in technical memoranda and client correspondence.
- Maintain current knowledge of tax legislation, CRA administrative policies, case law, and emerging tax developments, applying this knowledge to client engagements.
- Perform first-level review of returns prepared by junior staff and co-op students, and coach them on technical and process matters.





Summary of Experience

- Minimum of 3 years of tax experience in a professional services firm, with a focus on Canadian income tax compliance, including at least two busy seasons preparing complex returns.

Requirements

- Pursuing or holding a professional designation (CPA or other comparable certification)
- Completion of, or enrolment in, the In-Depth Tax Program is an asset.
- Strong technical knowledge of corporate, personal and trust tax compliance, with working knowledge of common planning (e.g., section 85 rollovers, estate freezes, remuneration planning)Hands-on experience preparing complex T1, T2 and T3 returns, related elections and information returns for owner-managed businesses, high-net-worth individuals and trusts, and implementing corporate reorganizations
- Ability to manage own files and deadlines independently, with sound judgment on when to elevate technical issues
- Strong independent research skills, with the ability to locate and interpret legislation, CRA positions and case law and reach supportable conclusions
- Excellent written communication skills, with a track record of drafting clear, well-supported technical memos and client letters; robust verbal communication skills
- Team player who works effectively in a dynamic work environment
- Experience working with accounting and tax software such as Caseware, TaxPrep, iFirm, and QuickBooks is considered an asset

Great Ideas. Positive Impact. That’s Zeifmans.

- Opportunity for growth – gain direct experience working with a wide range of industry groups and clients
- Mentorship – our teams operate with an “open door” policy

📌 Senior Tax Specialist (Toronto)
🏢 Zeifmans
📍 Toronto