Career Path – Taxation

Providing requested information to the CRA regarding pre-assessments and post-assessments for personal tax returns

Preparing T5 slips, T5 summaries, T2 and T3 returns

Under supervision, prepares working papers for Review Engagements and Compilation Engagements

Assisting tax staff with tax elections

Under supervision, prepares working papers (transactions and control testing, cash, prepaids, fixed assets, expense vouching) for Audit Engagements

Independently prepares level 1-2 corporate tax returns, clears all diagnostics and identifies when further assistance is required

Completes a compliance review of prepared corporate, income tax slips and filings including; T4’s and T5’s

Completes a compliance review of prepared Implements tax engagements while meeting the Firm’s quality standard

Provides technical expertise as an internal resource to staff who need tax support on their client files or on specific questions from their clients

Prepares tax plans and compliance-related reports

Prepares client correspondence including; reports, discussion of technical issues and recommendations

Completes a compliance review of prepared corporate  and personal tax returns

Completes a compliance review of prepared income tax slips and filings including; T4’s and T5’s

Provides technical expertise as an internal coach to staff who need tax support on their client files or on specific questions from their clients

Prepares tax plans and compliance-related reports

Prepares client correspondence including; reports, discussion of technical issues and recommendations 

Identifies to Senior Manager and/or Partner any tax planning opportunities and more efficient tax treatments for corporate, trust and personal tax returns, where applicable

Provides technical expertise and coaching to staff

Reviews tax returns and working paper documentation. Also, resents tax plans to clients and identifies and discusses issues

Prepares client correspondence including reports, discussion of technical issues and recommendations

Ensures all queries and outstanding points have been resolved satisfactorily prior to review by the Senior Manager and/or Partner

Identifies any tax planning opportunities and more efficient tax treatments for corporate, trust and personal tax returns, where applicable

Ensure all queries and outstanding points have been resolved satisfactorily

Reviews any significant assurance engagement finding/issue or questions involving accounting principles or statement presentations with the Partner and makes suggestions as to their resolution

Discusses any issues and/or findings with the client

Prepares tax plans and delegates work where appropriate

Coaches staff  by providing support and development and by conducting performance evaluations, if deemed appropriate