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Financial Services – Senior Vice President, Tax

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About the Company

Headquartered in Toronto and with operations throughout North America our client is a highly successful financial services company that is well positioned to continue its explosive growth and success.

Led by a highly dynamic, entrepreneurial and proven leadership team our client is publicly traded and has built a values driven organization that has exceeded its performance targets.

With more than $10 billion of assets under management our client is a leader in its sector.


Scope of Position

To capitalize on the Company’s market opportunity, our client seeks to bring on a senior tax executive in the role of Senior Vice President, Tax.

Reporting to the CFO, the Senior Vice President, Tax has overall responsibility for the tax function with a primary focus on strategy, planning and compliance. The Senior Vice President, Tax will oversee all domestic and international tax planning, tax provision and tax compliance activities for our client. This individual will be accustomed to dealing with complex cross border tax issues, be a strong internally facing influencer within the organization and run a team of 6 tax professionals.


Functional Tasks

  • Manage the corporation’s tax planning,  tax compliance processes, and provide business and financial guidance and counsel for tax strategies
  • Direct tax return preparation and the review and the submission of federal, state, local and consolidated tax returns
  • Manage SOX activities as it relates to tax procedures and processes
  • Review proposed corporate business transactions and advise management of their impact to the organization
  • Conduct due diligence, tax review and assessment of proposed acquisitions, divestitures and restructuring activities
  • Defend positions taken on the company’s tax returns and recommend, prepare and file protests
  • Monitor and analyze proposed and newly enacted tax legislation and regulations
  • Mentor and motivate tax team
  • Coordinate with all external advisors and consultants to the organization.
  • Working with investment deal teams to provide deal support including planning and executing tax efficient acquisition and divestitures in Canada and internationally
  • Reviewing the financial model to ensure that taxes are accurately reflected in the model
  • Perform tax research, prepare memoranda, and support special projects in the area of cross-border tax planning and compliance
  • Represent tax function on global repatriation and cash deployment decisions and execution
  • Ensure that notices from various tax authorities are being addressed
  • Contribute to the development and implementation of the company’s operational plan and strategic business plan with the executive management team

Competency Profile

The following competencies listed below define the role of Senior Vice President, Tax:

Drive
Adopts an energetic approach. Works towards goals and willingly tackles demanding tasks. Demonstrates capacity for sustained effort and hard work over long periods of time, even in the face of adversity.

Role Expertise
Demonstrates critical technical or professional knowledge/skills related to the role. Has thorough knowledge of relevant products, services and methods. Expands technical knowledge/skills and keeps up-to-date in own area of expertise.

Information Seeking
Consults widely for business or technical advice, probes for facts and obtains information from a wide variety of sources. Differentiates the critical from the irrelevant or trivial.

Problem Solving
Draws parallels across situations and contexts. Divides problems into their individual elements. Develops several explanations or alternatives. Separates the core of a problem from its symptoms and can identify cause and effect.

Commercial Acumen
Applies appropriate commercial and financial principles. Understands situations in terms of costs, profits, added-value and return on investment. Appreciates the commercial impact of own work on the organization’s total expenses and revenues.

Industry & Market Awareness
Seeks to anticipate and respond to industry and market changes/challenges by understanding key characteristics, issues and the factors driving them. Aware of competitor’s products, services and position.

Results Orientation
Focuses strongly on achieving agreed upon outcomes and ensures that key objectives are met. Conveys a sense of urgency and drives issues to closure. Aims to improve upon past performance. Establishes aggressive personal targets and strives to achieve them.

Impact
Makes an immediate positive impression upon others. Has presence and commands respect. Comes across with force and quickly establishes credibility. Accurately predicts the effects of own words and actions. Makes an immediate positive impression upon others.


 Preferred Experience / Education

The following indicates specific industry, academic and functional experience/qualifications that are important to the successful achievement of the identified responsibilities and performance deliverables.  Experience in international operations is a must as well as in-depth knowledge of US tax matters and international tax planning.

  • Undergraduate degree in Accounting and/or Finance
  • CPA or LLB with at least 15 years of Canadian corporate tax experience in either a public accounting/law firm, or industry
  • Strong knowledge of M&A, divestures, tax structuring and tax provisions
  • Completion of the CICA In-Depth tax Course and the International tax course
  • Experience with international taxes, contracts, reporting
  • Knowledge and expertise of tax compliance, tax planning and cross-border tax structuring issues are a must have
  • Experience working in highly entrepreneurial, fast-paced and demanding environments; experience working in a publicly traded company
  • An analytical, detail oriented, team player that adapts well to change
  • Ability to work independently and multi-task under pressure
  • Presents quick decision-making skills
  • Exhibits high standards of business and personal ethical conduct

Remuneration & Benefits

  • A generous compensation package commensurate with experience will be discussed with serious and qualified candidates.

NOTICE
StoneWood Group does not contact Clients and Candidates via WhatsApp. If you receive such an outreach it is a SCAM!

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