- Tailored Tax Services: Spearhead branch-level tax preparation services, ensuring accuracy and compliance with regulations.
- Holistic Tax Planning: Craft bespoke tax planning strategies for clients, maximizing their financial well-being and minimizing liabilities.
- Strategic Consultation: Conduct in-depth research and provide expert advice on tax minimization strategies, staying ahead of regulatory changes to offer proactive solutions.
- CRA Liaison: Offer invaluable assistance to clients facing CRA inquiries, audits, or over-contribution issues, ensuring swift resolution and peace of mind.
- Client Relationship Management: Collaborate closely with Portfolio Managers to establish and nurture strong client relationships, gathering vital KYC and financial planning information.
- Meeting Preparation: Support Portfolio Managers in preparing for client meetings, offering insights and analysis to enhance the client experience.
- Financial Planning Support: Assist in the input and analysis of client financial plans, contributing to comprehensive and tailored solutions.
- Onboarding Excellence: Play a key role in the onboarding process for new clients, reviewing documents and ensuring a seamless transition into our services.
- Custom Reporting: Generate client-specific reports, showcasing performance and progress, and reinforcing trust and transparency.
- Client Advocacy: Act as the primary Client Ambassador, nurturing and maintaining strong relationships, understanding their needs, and exceeding expectations.
- CPA Designation: Demonstrated expertise in tax management and financial services, ensuring compliance and excellence in execution.
- Client Rapport: Ability to build and maintain strong rapport with clients, fostering trust and loyalty through effective communication and empathy.
- Communication Proficiency: Exceptional written and verbal communication skills, enabling clear and compelling interactions with clients and colleagues alike.
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Manager, Strategy
3 weeks ago
BDO Ottawa, Canada**Putting people first, every day**: · BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winnin ...
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Manager, Strategy and Reporting
2 weeks ago
Canadian Blood Services Ottawa, Canada**Please note**: This position is hybrid, with an expectation that the successful incumbent is able to regularly access one of our offices in Ontario, primarily our Head Office, with the flexibility to work remotely to ensure we continue to meet the needs of our donors, our staff ...
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Manager, Strategy and Reporting
2 weeks ago
Canadian Blood Services Ottawa, Canada**Please note**: This position is hybrid, with an expectation that the successful incumbent is able to regularly access one of our offices in Ontario, with the flexibility to work remotely to ensure we continue to meet the needs of our donors, our staff and our communities. · **J ...
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Manager, Healthcare Strategy
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Scotiabank Ottawa, CanadaRequisition ID: 173902 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · The Healthcare Strategy & Partnerships team is responsible for post-merger integration execution, governance of the CMA Affinity Partnership and the d ...
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Manager, Strategy and Reporting
1 week ago
Canadian Blood Services Ottawa, Canada**Please note**: This position is hybrid, with an expectation that the successful incumbent is able to regularly access one of our offices in Ontario, with the flexibility to work remotely to ensure we continue to meet the needs of our donors, our staff and our communities. · **J ...
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Manager, Strategy and Transformation
1 week ago
BDO Ottawa, Canada**Putting people first, every day** · BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning ...
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Manager, Pricing Strategy
1 week ago
Canada Post - Postes Canada Ottawa, CanadaJob Requisition Id: 178580 · Business Function: CCMO Integration · Primary City: Ottawa · Other Location(s):National · Province: Ontario · Employment Type: Full-Time · Employment Status: Permanent · Language Requirement: English Essential (Bilingual preferred) · Employee Class an ...
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Manager, Governance and Strategy
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Canadian Institute for Health Information Ottawa, Canada**Category** · - Data Governance · **City** · - Ottawa, Ontario, Canada · - Manager, Governance and Strategy · - Who we are · - We are an organization comprised of industry thought leaders who are passionate about health data and want to make a difference in the health care field ...
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Manager, Pricing Strategy
2 weeks ago
Canada Post - Postes Canada Ottawa, CanadaJob Requisition Id: 168463 · Business Function: CCMO Integration · Primary City: OTTAWA · Other Location(s):Toronto, Montreal · Province: Ontario · Employment Type: Full-Time · Employment Status: Permanent · Language Requirement: English Essential · Employee Class and Level: CPMG ...
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Manager, Strategy and Transformation
3 weeks ago
BDO Ottawa, CanadaPutting people first, every day · BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning env ...
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Radar Strategy Manager
3 weeks ago
NAV Canada Ottawa, CanadaJob Posting Title · Radar strategy manager · Job Category · Systems Engineering · Language Requirements · Bilingual / Bilingue · English and French are required / Le français et l'anglais sont requis. · Posting End Date · Job Grade · L1 Zone B · Pay Range · Commensurate with Expe ...
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Manager Market Strategy
1 week ago
FULLY MANAGED INC Ottawa, Canada**About Fully Managed** · Fully Managed is a leader in digital business transformation and managed services. As a ServiceNow Elite partner, we enable organizations to navigate and excel in the digital-first work world. Our mission is #CreatingPeaceOfMind through better IT, custom ...
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Manager, Pricing Strategy
11 hours ago
Canada Post - Postes Canada Ottawa, CanadaJob Requisition Id: 164953 · Business Function: Finance · Primary City: Ottawa · Other Location(s):Greater Toronto Area · Province: Ontario · Employment Type: Full-Time · Employment Status: 2 year term with the possibility of extension and/or permanency · Language Requirement: En ...
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Marketing Manager, Strategy Planning
3 weeks ago
Canadian Blood Services Ottawa, Canada#LI-HYBRID · LI-TM1 · **Job category**: Communications, marketing and public affairs · **Job posting ID**: 5785 · **Employment status**:Regular full-time · **Classification**:PTS/MGT/IT B · **Salary/Rate of pay**:$88,566 to $106,890 · **Application deadline**: · **Application re ...
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Strategy Management Co-op/intern
2 weeks ago
Kinaxis Ottawa, Canada**About Kinaxis**: · **Strategy Management Co-Op/Intern**: · **Job location**: our office in _Ottawa, Canada_ · **Term** **length**:4 months starting January 2024 · **About the Team**: · **What you will do**: · In this role, you will work with the Strategy Management team and pro ...
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Gartner Ottawa, Canada**Description**: · **About the roe**: · Gartner's Consulting business is an **_extension _**of Gartner's industry-leading IT Research. From CIOs, to leaders in business and government, we help Gartner clients across enterprises translate insights into transformational actions and ...
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Senior Strategy Manager
3 weeks ago
Telus Ottawa, ON, CanadaThis role is at the heart of strategic empowerment within TELUS' Chief Information Office (CIO). It brings to life critical strategic enablement programs that are focused on improving the team member and customer experience by driving a culture of innovation and excellence. · We ...
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Senior Strategy Manager
2 days ago
Telus Ottawa, CanadaJoin our team and what we'll accomplish together This role is at the heart of strategic empowerment within TELUS' Chief Information Office (CIO). It brings to life critical strategic enablement programs that are focused on improving the team member and customer experience by driv ...
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Program Manager, Services Strategy
1 week ago
CDW - Canada Ottawa, CanadaThe Program Manager is responsible for the development, delivery, and management of service offerings within the Professional and Managed Services business segments for CDW's Services division.The role will coordinate with the Heads of Services Strategy & Development Portfolios a ...
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Cuso International Ottawa, Canada Full timeWHO WE ARE LOOKING FOR · We are looking for an organizational leader driven by passion and principle to advance human progress in all its forms, and with a focus on social justice, human rights, gender equality, environmental sustainability and economic development. The ideal can ...
Tax Strategy Manager - Ottawa, Canada - Staffix
Description
Are you a seasoned Tax Manager with a passion for providing exceptional client service? Our client, a prominent player in the Financial Services sector, is seeking a dynamic individual to join their Ottawa team. As a Tax Strategy Manager, you'll play a pivotal role in supporting Portfolio Managers to deliver unparalleled service to our esteemed clientele.
Responsibilities:
Qualifications:
Join a winning team and embark on a rewarding journey where your expertise and dedication will shape the financial success of our valued clients. If you're ready to make a meaningful impact and thrive in a collaborative environment, we invite you to apply and become an integral part of our mission to deliver unparalleled financial services excellence.