Tax Manager

CI Financial Corp

Not specified; not specified; generously subsidize...
Onsite
Individual trust estate gift tax compliance
Oil and gas depletion depreciation calculations
Federal state and international tax research
The role involves providing high-quality tax compliance and estate planning advisory services to high- and ultra-high-net-worth individuals

Job Summary

  • The role involves providing high-quality tax compliance and estate planning advisory services to high- and ultra-high-net-worth individuals.
  • Candidates must possess specific experience in the oil and gas sector, including calculating depletion, depreciation, and unique industry deductions.
  • The company offers a comprehensive benefits package including employer-matched 401(k), medical plans, and paid parental leave.

Matching Summary

The role involves providing high-quality tax compliance and estate planning advisory services to high- and ultra-high-net-worth individuals.

Salary

Not specified; Not specified; Generously subsidized medical plans; Employer paid dental, vision, life; Paid professional designations

Skills & Requirements

Must-have

  • Individual trust estate gift tax compliance
  • Oil and gas depletion depreciation calculations
  • Federal state and international tax research
  • Client relationship management and business development
  • Reviewing fiduciary and partnership tax returns

Nice-to-have

  • Public speaking and authoring tax articles
  • Internal training and group leadership skills
  • Experience with CCH Axcess Tax software
  • Networking and marketing capabilities

Key Requirements

  • BA/BS in Accounting or JD or MS in Tax required
  • Active CPA, EA, or state bar license required
  • 6+ years progressive public accounting experience required
  • Eligible to be listed on POAs required
  • Must have unrestricted US work authorization

Work Rights

Must have unrestricted work authorization to work in the United States

Tailored Resume

Cover Letter