Manager/Senior Manager, Private Client, Tax

KPMG LLP Canada; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading tax services firm in Toronto is seeking a Tax Professional to manage engagements in Canadian and US personal tax. You’ll lead a team, provide mentorship, and develop comprehensive planning strategies for clients. Ideal candidates will have a minimum of 5 years’ experience in tax along with relevant CPA designations. This role promises a collaborative workplace committed to professional growth.

Benefits

Diverse and inclusive workplace

Professional development opportunities

Flexible work arrangements

Qualifications

• Minimum 5 years of experience specializing in Canadian and US personal tax.
• Ability to lead private client engagements and interact effectively with clients.
• Experience with trust taxation and estate planning is an asset.

Responsibilities

• Plan and lead Canadian and US income tax planning, estate planning, and compliance.
• Organize teams for tax return preparation and review staff work.
• Develop relationships with clients and provide tax solutions.

Skills

Canadian and US personal tax expertise

Client engagement

Research and writing skills

Mentoring

Problem-solving

Education

US Professional Accounting designation (EA or US CPA)

Canadian CPA or working towards Canadian CPA designation

Job description

Overview

At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.

The KPMG Private Client Tax group helps high net worth individuals and their families with complex US and Canadian and multi-jurisdictional tax compliance and advisory issues.

We are growing and are looking for tax professionals who have a passion to learn, are motivated to embrace challenges and enjoy resolving complex tax issues and designing sophisticated income and estate tax planning strategies.

As a lead member you will work on Canadian and US tax planning initiatives and compliance. Your organizational skills will enable you to direct the work of staff, including reviewing their work for accuracy and completeness. Additionally, you will research and prepare tax-planning strategies for our clients. The ideal candidate enjoys the spotlight and sets the standard for staff, by providing ongoing support and opportunities for professional development.

What you will do

• Plan and lead engagements including Canadian and US income tax planning, estate planning and tax compliance.
• Plan workflow and organize teams for the preparation of personal tax returns and review the work of staff for accuracy and completeness.
• Develop relationships, understand the needs of the client and work with them to provide tax solutions and planning strategies.
• Prepare memos by conducting tax research and analyzing complex issues.
• Provide ongoing support and mentoring for the professional development of staff.
• Work with other practices and member firms in attracting new work to the firm.

What you bring to the role

• Minimum 5 years of experience specializing in Canadian and US personal tax.
• Ability to lead private client engagements and interact effectively with clients.
• US Professional Accounting designation (EA or US CPA) would be an asset.
• Canadian CPA or working towards Canadian CPA designation.
• Experience with trust taxation and estate planning is an asset.
• Ability to provide persuasive and self-assured responses to challenging questions.
• Strong research and writing ability.
• Strong commitment to professional and client service excellence.

Providing you with the support you need to be at your best

Our Values, The KPMG Way

Integrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.

Adjustments and accommodations throughout the recruitment process

At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1-888-466-4778.