Position Profile

Job Title:  Director, Corporate Income Tax

Work Unit:  Tax and Revenue Administration, Revenue Operations

Ministry:  Alberta Treasury Board and Finance

Competition Number:  1043370

Date:  July 2017
 

Position Summary

 

Working in a team-based management structure and reporting to the Executive Director, Tax and Revenue Administration, Revenue Operations, Finance and Enterprise; the Director, Corporate Income Tax (CIT) has overall strategic management and leadership responsibility for overseeing and coordinating the activities of the CIT Group. The CIT group is responsible for the registration and assessment functions for the CIT program.

The Director is responsible for the strategic alignment of the CIT group to TRA’s strategic plan and to Revenue Operations tactical plan. The incumbent is also responsible to ensure the CIT program aligns across TRA from a processing and risk perspective.

The position provides leadership as part of the Division Management Team and provides strategic leadership in developing vision, strategies and capacity within the branch and building relationships and linkages with other parts of the division, department, clients and other stakeholders. The position has an integral role in modeling and supporting the desired culture of the Branch, Division and Department.

The Director ensures timely and effective resource management through four direct reports at a senior manager level who are directly responsible for performance management and learning and development of staff. The Director is expected to improve corporate tax program efficiency and participate in developing business plans and coordinating input to Division performance measures.

Specific Accountabilities

  1.

Program Management

  • Manage and direct activities to ensure the Corporate Tax Program is administered in compliance with relevant legislation and administrative policies, and is supported by efficient and cost effective systems.
  • Keep abreast of changes in the accounting and taxation field, and assesses impact on reporting requirements for the corporate income tax program. Anticipates and tracks program issues and recommends legislative changes/improvements as necessary to the Executive Directors of Revenue Operations and Tax Services.
  • Provide high level and strategic direction to two Senior Managers who are responsible to manage the day to day operations of the CIT working groups.
  • Works as a team with two other Directors in the branch, responsible for efficient and effective assignment of resources to achieve the tactical plan and performance targets established for Revenue Operations. Ensure the effective administration of all programs assigned to Revenue Operations within the dollars and FTE’s allocated to the branch.
  • Review and monitor budget and forecasts for the whole CIT group, ensuring each CIT group’s budget and forecasts are accurately prepared and variances are within acceptable tolerances.
  • Integrate Revenue Operations activities with corresponding activities in other TRA branches and coordinates activities across programs to reduce risk and maximize operational effectiveness.
     
  2.

Manages, Develops and Directs Staff

  • Plan for long-term capacity and oversees the development of succession plans within the work groups to ensure career opportunities are provided for employees and employees are encouraged to grow and develop. Develops career paths for employees including consideration of cross branch activities within the Division.
  • Ensure a coordinated approach to recruitment within the CIT group and across the branch to ensure sufficient trained resources are available to meet future requirements in Revenue Operations.
  • Provide direction on conflict resolution to the senior managers as required. Settle disputes quickly and equitably, attempt to identify common ground and securing commitment from all parties with minimum resistance.
  • Ensure staff has the knowledge, skills and resources needed to do their jobs. Creates an environment where staff feel supported in their jobs, strive to do their best.
  • Ensure visions and mission of TRA are understood at all levels of the CIT group, and guide decision making by the managers and staff. Support a positive team culture and healthy work environment.
  • Working with two other Directors to manage a training budget to achieve Revenue Operations’ training and educational requirements.
     
  3.

Performance Management

  • Responsible for performance management within the CIT group and participates as required in performance management activities in other areas of the branch.
  • Completes performance agreements for direct reports including conducting quarterly reviews, oversees the development of performance agreements for team leads and technical leads, and reviews all staff performance agreements and learning plans semi annually.
     
  4.

Planning

  • Extensive participation in developing the Revenue Operations tactical Business Plan, and subsequent roll-out into an integrated CIT group operational plan. Involve Senior Manager and Team Leads in planning activities as appropriate.
  • Responsible for the Senior Managers in terms of achieving results, measuring progress, setting priorities, meeting deadlines, and adhering to administrative and financial policies and procedures and accountable for actions to the Executive Director.
  • Work with the Executive Director and two other Directors to establish divisional performance measures, evaluate branch results and ensures allocated resources are utilized to capacity with creativity to meet branch priorities.
  • Look ahead; ensure operations are positioned to meet future requirements.
     
  5.

Client Service and Innovation

  • Partner with Service Alberta in the RFP section for the IT Vendors (Cross Ministries Collaboration).
  • Facilitates input from a variety of stakeholders and interest groups to improve Corporate Tax program efficiency, recommending policy/legislative changes and implementing necessary changes to publications and systems. Actively participate in external meetings and consultation with tax payers and industry groups regarding the CIT program.
  • Sponsor projects and systems development activities to meet the demands of taxpayers to improve service and keep compliance costs low.
     
  6.

Project Management and Cross Division Support

  • Participate, or lead branch activities, projects or program (re)development following a structured project management process.
  • Collaborate with stakeholders on projects ensuring input and requirements from impacted parties (internal and external) are identified and considered.
  • Acts in the position of Executive Director, Revenue Operations as required.

Knowledge / Experience

 

Professional accounting designation (CMA, CA, CGA) is preferred. In addition to formal accounting qualifications extensive experience supervising and directing large groups of employees in a unionized environment supplemented by experience in developing and administering budgets and participating in strategic as well as operational decisions is necessary. Proven experience utilizing leadership, communication, issues management, influence, organizational planning and project management skills are necessary supplemented by experience in client relations, consultation and negotiation. Also essential is a background which demonstrates political astuteness/awareness, motivational skills, problem-solving skills, strategic management and leadership skills. Considerable experience with developing staff and retention/succession plans is required and it is desirable that the incumbent possess experience in a fast paced service delivery environment.

Extensive and broad knowledge of all relevant legislation that affects the administration of the Corporate Income Tax Program – specifically the Alberta Corporate Tax Act, the Federal Income Tax Act and Tax and Revenue Administration Administrative Policies is required.

Leadership and Business Know-How

 
  • Ability to provide direction and decisions for complex and often contentious issues.
  • Ability to understand how to effectively manage projects that cross Branch lines within the Division while evaluating the impact of competing priorities, and ensuring risks to the overall program are minimized.
  • Ability to forecast future staff/program needs and plan accordingly including developing internal resources to meet future needs.
  • The incumbent is expected to oversee the activities of the Branch and perform strategic management functions (in addition to some operation management functions) on behalf of the Executive Director of the Division.

Problem Solving

 

The Director is expected to solve problems with minimal direction from the Executive Director. Examples of these include but are not limited to the following:

  • Complex programs, whereby decisions affect other areas and activities in TRA. Complex problems may often demand unique solutions which require taking into consideration and analyzing potential impacts and consequences.
  • Problems may arise which have implications for other branches, or various processes within a branch.
  • Evaluate and solve problems within the context of the priorities and capacity of TRA and Revenue Operations.
  • Political environment must be considered and factored into problem solving in spite of clarity of legislation, policies or procedures. The director must assess whether policy or legislative changes are needed.

Relationships / Contacts

Clients Frequency Nature and Purpose of Contact
Internal

Internal Business Technology Management

Monthly

  • May act as project sponsor or lead for Systems Development Projects.
  • Provide input/information in new program/schedule development.

Systems Vendors (IARMS, CGI)

Quarterly
  • Attend quarterly meetings to review resolution of service issues and plans for ongoing maintenance and development of IT systems.

Tax Services

Monthly
  • Technical interpretations, objections and appeals and interest waivers.
  • Updates to publications, and CIT Web information.

Corporate Audit

Occasionally
  • Coordinate audit reassessments and to assist to provide information in tax avoidance files.

Tax Policy

Occasionally
  • Development and implementation of new schedules or program changes.
  • Provide advice on the operational impacts of legislative changes.
External

Canada Revenue Agency

Occasionally
  • To ensure accuracy of assessed tax information received electronically and in paper form to ensure accurate assessments.
  • To foster communication between the two tax administrations, to benefit both parties.
Business Tax Consultative Group Annually
  • Receive feedback on performance and to understand taxpayer requirements.
Office of the Auditor General Semi-Annual
  • Participate in audit of systems and processes which roll up to reporting of CIT revenues in public accounts.

Impact and Magnitude of Job (Scope)

 

Although this position operates within the context of relevant government objectives, policy frameworks and legislation, it is guided by broad organizational direction. The position has a controlling impact and is accountable for significant activities and resources to achieve results. The Director will keep the Executive Director and Executive informed of key issues as required and receives direction on major issues as required.

Clients and stakeholders (government and non-government) are impacted by actions taken.

The Director is accountable for the ongoing management of all registration and assessment functions for Corporate Income Tax – freedom to act in managing these processes within the bounds of approved policy/procedures and legislation is required in order for the program to be delivered efficiently and effectively.

The Director oversees a budget of approximately $3.9M, and a staff size of approximately 38 FTE’s. The corporate income tax program assessed $5.4 Billion in revenue for fiscal 13/14 on behalf of the GoA.

Back to Top