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.

Senior Manager, Tax Services

How does the role impact the organization?

As the Senior Manager, Tax, you will provide leadership and expertise in tax services while providing ongoing support to the Private Client and Trust Services divisions at RJL and Raymond James Trust (Canada). The position offers the opportunity to become a key resource in one of Canada’s largest markets, joining an established team of tax professionals located in Vancouver, Toronto and Montreal who work together to deliver exemplary tax services across the country.

A critical objective for incumbents in this role is to enhance the client experience while supporting investment advisors and trust officers. The individual will provide tax planning and preparation services with a particular emphasis on broadening the dialogue with clients, and their overall value proposition, while assisting firm efforts to consolidate assets and increase revenues.

The successful candidate will be accountable for managing the end-to-end tax services experience - from discovery to tax return filing, analysis of tax planning situations, to final delivery and presentation to clients. This includes, as appropriate, proactively identifying opportunities for or responding to client’s tax inquiries and aligning the client’s tax conversations with Raymond James investment and trust advisors.

Essential Duties and Responsibilities  

Client Relationship Management

• Partner effectively with the private client division, trust company division, investment advisors, trust officers, and its legal, tax and financial planning groups to expand the tax services business in the region;
• Provide educational materials on tax planning and tax compliance via presentations, written materials, and individual consultations; and
• Travel will be occasionally required to service the Western region.

Tax Expertise

• Leadership in the delivery of tax preparation and planning services for personal, corporate, trust and estate clients of Raymond James (T1, T2, T3); and
• Maintain up-to-date knowledge and understanding of the Income Tax Act.

Leadership

• Provide outstanding client service. Develop proactive strategies to deepen relationships with both investment advisors and trust officers; and
• Demonstrate and provide leadership to ensure efficient processes and systems are implemented in the delivery of tax services.

Business Strategy and Executive

• Create effective communication and marketing strategies to grow the business and increase its presence in the Western region;
• Collaborate with colleagues in both Toronto and Montreal to provide a unified delivery of tax services across Canada; and
• Hire and build a team of associates as necessary to service the tax services business.

Risk Management and Control

• Liaise with compliance, operations, legal and other related lines of business to resolve system, administrative, risk management and legal issues pertaining to the delivery of tax services; and
• Other duties and projects as assigned.

What can you expect from us?

Our most important investment is in people, 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.

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental investment concepts, practices, and procedures used in the wealth management or financial services industry; and
• Personal, corporate, trust, and estate tax preparation and planning.

Skill in

• Microsoft Office with a willingness and ability to learn new applications; and
• Critical thinking and analytics so as to identify and resolve diverse, complex and ambiguous issues in a timely and practical manner.

Ability to

• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Demonstrate a professional manner to establish and maintain effective working relationships through respect and authenticity at all levels of the organization;
• Collaborate with a diverse network of clients, prospects and business partners;
• Employ professional values including sound judgment, integrity, going the extra mile for clients, and being tenaciously driven to achieve results;
• Exercise tact and discretion in the handling of confidential information; and
• Communicate proficiently in French is an asset.

Educational/Previous Experience Requirements

• Bachelor’s Degree in Business, Finance or related field, or an equivalent combination of experience and education; and
• Completion of the CICA In-Depth Tax Course or Masters in Taxation.

Licenses/Certifications

• Accounting designation required (CPA, CA, CGA, CMA) with 4+ years’ public practice experience in personal, corporate, trust, and estate tax preparation and planning; and
• Canadian Securities Course, MTI or TEP designation would be an asset.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact Human Resources via email at recruitment@raymondjames.ca.