Director of Tax & Treasury

Toronto, ON
Finance/Legal – Treasury and Tax /
Full Time - Permanent /
Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

As a Director, Tax and Treasury for CaseWare, your role will be focused on three core concepts: Technical and Quality Expertise, People & Talent Management, and Client Service/Business Development.

Reporting to the CFO, the ideal candidate is someone who works well in a team environment and independently. A self-starter with a can-do attitude and enthusiasm for learning, the Director of Tax & Treasury will be part of a fast-paced, global team, and will partner with internal and external stakeholders to support the day-to-day operations of the Tax team, Treasury team, and the business. 

The ideal candidate is someone who has an interest in getting more broad experience and expanding into managing Treasury Operations. This is a highly dynamic role where a proactive, self-motivated individual who can drive continuous improvement and take full ownership of their responsibilities will thrive. 

In this role, you will be reporting to:
Brian Kyle - CFO

❗This is a hybrid role: 3 days a week in the office are expected. Office location: 351 King Street East, Toronto, ON M5C 2V6 

Chengeer Lee - Principal Talent Acquisition Partner & Coach

What you will be doing:

    • Build and own the tax function to assist in global income tax accounting and worldwide tax compliance processes
    • Prepare working papers for transfer pricing charges to related parties
    • Prepare Canadian corporate income tax returns and work papers for the group.
    • Prepare US sales and tax returns 
    • Develop a cash management strategy
    • Develop an investment policy strategy 
    • Ensure multi-currency exposure is minimized. 
    • Prepare Canadian and International tax provision workbooks as part of our quarterly financial reporting process
    • Manage inter-company accounts reconciliation
    • Oversee Sales Tax and Commodity compliance requirements obligations 
    • Review indirect tax filings and reconcile tax liability accounts, including review and support sales and use tax charges and filings for all jurisdictions including HST, VAT, and US state and local taxes
    • Prepare the working papers to prepare tax returns in various jurisdictions
    • Communicate as necessary with CRA and provincial tax authorities to ensure tax returns are assessed/reassessed correctly
    • Liaise with external auditors and CRA/provincial tax authorities to address their audit inquiries
    • Work with external Tax Advisors 
    • Assist with the integration of potential merger and acquisition activities

What you will bring:

    • 7+ years of accounting and tax experience working within the Canadian tax function of a large corporation or a public accounting firm
    • CPA designation is required
    • Experience working in software/SaaS industry is a strong asset
    • Experience with supporting tax jurisdictions in a global company setting an asset
    • Bachelor’s degree in Accounting or Finance, or equivalent experience
    • Strong knowledge of Canadian and US taxation
    • Strong knowledge of Corporate Sales Tax
    • Experience in preparation of corporate tax returns, income tax provision, and transfer pricing documentation
    • Strong knowledge of common computer applications and accounting and tax-related programs

What's in it for you:

    • In this role, you will be the key Finance leader defining and building the future of the Tax and Treasury functions
    • Original Canadian fintech company that builds Software for accountants by accountants.
    • A unique culture of an organization with a 34-year-old reputation that is going to the next level

About Caseware

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well.