Key Responsibilities Tax Compliance Oversight

Supervise the accurate preparation and thorough review of corporate, personal, and trust income tax returns, ensuring timely submission and adherence to CRA regulations.

Monitor critical filing deadlines to guarantee all client obligations are met efficiently and effectively.

Review elections, disclosures, and compliance documentation associated with corporate reorganizations, estate planning, and related-party transactions.

Oversee the preparation and review of T3s, T5s, and other year-end compliance filings to uphold standards.

Provide expert technical support concerning tax provisions and compliance-related accounting issues, including the calculation of tax reserves.

Client & Planning Support

Offer proactive tax planning strategies related to remuneration structures, estate planning initiatives, succession strategies, and trust utilization.

Assist clients during CRA...