At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Tax Advisor
How does the role impact the organization?
We are seeking a Tax Preparation Leader to oversee the preparation, review, and filing of personal client T1 tax returns while ensuring compliance with CRA requirements and firm standards. This role involves guiding clients through the tax process, managing a team and driving operational efficiency during peak tax season.
What will your role be responsible for?
Tax Preparation and Review: Supervise and review client tax returns, including complex filings (trusts, business income, cross-border scenarios potentially).
Client Engagement: Act as the primary point of contact for clients, providing guidance and updates throughout the tax preparation process.
Filing and Compliance: Ensure timely filing of returns and adherence to CRA regulations and internal policies.
Team leadership: Mentor junior staff, delegate tasks and maintain quality control standards.
Process improvement: Implement best practices and leverage electronic tools to streamline workflows.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
What do we expect from you?
To qualify for this opportunity you possess:
CPA designation or equivalent in good standing strongly preferred.
Minimum of five years experience in tax preparation and review.
Strong leadership, organizational and communication skills.
Proficiency with tax software and electronic filing systems.
Proficiency with Microsoft Office software.
We encourage our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
