SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For over 50 years, SB Partners has served a diverse set of clients and is one of the leading independent CPA firms in the GTA. Our primary client base is entrepreneurial, owner-managed businesses, corporate subsidiaries, and not-for-profit organizations.
Enjoy the rewards and possibilities of working with a team of dedicated, values-driven colleagues who support you and celebrate your accomplishments. Your role will be integral in making a difference in the lives of the team and your clients, along with creating a positive impact in the community.
The Tax team at SB Partners LLP is expanding. We are seeking a dynamic, motivated, and service-oriented Senior Tax Analyst to join our team.

PURPOSE OF THE POSITION::

As a Senior Tax Analyst, you will support the tax team with various tasks and responsibilities including strategic tax planning, preparing tax returns, and building and maintaining strong client relationships. You will also conduct tax research and ensure that all tax filings are accurate, in compliance and delivered in a timely manner.

KEY RESPONSIBILITIES AND DUTIES::

• Collaborate with the tax team to assist with tax planning strategies and support for clients.
• Prepare and review tax returns for individuals, corporations, trusts and occasional partnerships, ensuring accuracy and compliance.
• Conduct research on complex tax matters, providing recommendations for clients’ tax strategies while ensuring compliance with relevant tax legislation and regulations.
• Prepare capital dividend elections.
• Maintain up-to-date knowledge of tax legislation changes and ensure proper implementation in client work.
• Build and maintain strong relationships with clients by delivering personalized service and proactive communication.
• Correspond with the Canada Revenue Agency regarding pre-assessment reviews, notices of assessment, and post-assessment reviews.
• Assist in the preparation of financial statements and other financial reports as needed.
• Participate in the development of internal tax training to improve team capabilities.