Tax Manager - People Advisory Services, Mobility - Waterloo

The opportunity

Managing global workforces is increasingly complex. Our People Advisory Services (PAS) practice provides high-quality compliance and advisory solutions to help our clients drive organizational success through human capital. Our practice is one of the world's largest and has talented and innovative professionals dedicated to teamwork and exceptional client service. People Advisory Services encompasses Mobility, Global Employment Tax Services, Total Rewards, HR Performance Improvement and Immigration services.

Mobility services include Canadian and US personal income tax compliance and advisory services; mobility policy design; executive compensation advice; employer tax advice; and global coordination. You’ll be part of a team with a wide variety of experiences and a supportive environment.

We currently have an excellent career opportunity for a Tax Manager, Mobility (Expat Tax). This position offers excellent opportunities to learn and tremendous career potential.

Your key responsibilities

By using cutting-edge technology and working with team-oriented colleagues, your role would require you to:

• Interface with clients and colleagues, located throughout the world, by phone, virtual meetings and in person
• Analyze client tax data to determine appropriate and optimal Canadian and US filing positions, and provide tax planning advice to clients
• Review US and Canadian personal income tax returns
• Manage the financials of client accounts by developing budgets, determining resource requirements, timely invoicing and appropriate revenue recognition, while monitoring financial metrics for optimal results
• Provide guidance to more junior colleagues on both tax technical and performance management skills
• Contribute to a flexible, stable, and team-oriented working culture that fosters personal development and a positive attitude
• Tax technical research to support both compliance and advisory deliverables
• Leverage technology to maximize productivity
• Understanding and addressing client needs in an ever-changing mobility landscape, by offering integrated mobility solutions (e.g. immigration, workforce advisory, payroll systems)

Skills and attributes for success

• Effective communicator and confident team player who cannot only collaborate with people from various teams but also prioritize shifting demands in a rapidly changing industry
• Willingness to contribute to a flexible, stable and team-oriented working culture that fosters personal development and a positive attitude.
• Excellent interpersonal, analytical, and problem-solving ability
• Ability to work in a high pressured and time sensitive environment
• A commitment to learning in a tax technical environment using evolving technology

Excellent managerial, organizational and verbal/written English communication skills

To qualify for the role you must have

• Diploma or bachelor’s degree (preferably with an emphasis in accounting, finance or a related field
• A minimum of three or more years of US and Canadian personal income tax experience
• Excellent knowledge of current automated tax processing systems and tax laws in an area of technical specialization
• Exceptional PC Proficiency in Microsoft Office tools, particularly Excel

What we offer

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• Support and coaching from some of the most engaging colleagues in the industry
• Learning opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you including reduced hours, hybrid work locations.

Diversity and Inclusion at EY

Diversity and inclusiveness are at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advocating for the 2SLGBT+ community, promoting our Neurodiversity Centre of Excellence and Accessibility initiatives, and are dedicated to amplifying the voices of Indigenous people (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.