Family Office Tax Strategist - Cross-Border Planning

Morgan McKinley; Toronto; On-site; CAD 110,000 - 140,000; Full time

Benefits offered by this job

RRSP Matching

Healthcare Benefits

Vacation + Floater days over the festive season

Job summary

A financial services firm in Toronto is seeking a Senior Tax Specialist to provide high-quality tax support for High-Net-Worth individuals. This role involves managing external advisors, supporting tax planning, and ensuring compliance across jurisdictions. Candidates should possess solid Canadian tax knowledge, a CPA In‑Depth Tax Course or Master's in Tax, and 6–7 years of experience. The position offers a competitive salary ranging from CA$110,000 to CA$140,000, along with RRSP matching and healthcare benefits.

Qualifications

• 6–7 years of experience in public accounting or industry.
• US tax exposure is an advantage.

Responsibilities

• Manage external tax advisors to ensure work is delivered accurately.
• Support tax planning and execution of repatriation strategies.
• Assist with special transactions including M&A, restructurings.

Skills

Solid Canadian tax knowledge

Experience advising individuals and corporations on income tax matters

Education

CPA In‑Depth Tax Course or Master’s in Tax

Job description

A financial services firm in Toronto is seeking a Senior Tax Specialist to provide high-quality tax support for High-Net-Worth individuals. This role involves managing external advisors, supporting tax planning, and ensuring compliance across jurisdictions. Candidates should possess solid Canadian tax knowledge, a CPA In‑Depth Tax Course or Master's in Tax, and 6–7 years of experience. The position offers a competitive salary ranging from CA$110,000 to CA$140,000, along with RRSP matching and healthcare benefits.