Senior Accountant Tax & Wealth Planning

Vaco; Oakville; Hybrid; CAD 95,000 - 110,000; Full time

Job summary

A leading accounting firm is seeking a Senior Accountant Tax & Wealth Planning to join their dynamic team. The successful candidate will prepare and review complex tax returns, develop tax strategies, and provide financial advice to high-net-worth clients. This role offers a flexible work environment, excellent compensation, and opportunities for advancement. Candidates must possess a CPA designation and ideally have experience working with private clients.

Benefits

Flexible work environment

Great compensation plans with meaningful bonuses

Advancement opportunities

Qualifications

• Minimum 4 years of experience in public accounting.
• Experience with high-net-worth individuals is a plus.
• Familiarity with personal tax compliance preferred.

Responsibilities

• Prepare complex tax returns for individuals and corporations.
• Develop tax strategies for estate and income planning.
• Liaise with external advisors and clients on financial matters.

Skills

Communication

Organizational

Time Management

Education

CPA designation

CFP certification

Tools

Naviplan

Microsoft Office Suite

Taxprep

Job description

About the Company
Our client is a leading firm of chartered professional accountants. They are looking for a Senior Accountant Tax & Wealth Planning to join their team!

Why Work Here

• Flexible work environment. 2 days a week in office
• Excellent work life balance
• Flexible start and end times
• Great compensation plans with meaningful bonuses
• Advancement opportunities

About the Opportunity

• Prepare and review complex personal, trust, estate, and corporate tax returns.
• Develop tax strategies for income splitting, estate planning, charitable giving, and cross-border
• matters.
• Advise on tax-efficient structures for businesses and investment entities.
• Prepare personal tax returns as needed, particularly during tax season.
• Manage cash flow, payments, budgeting, and reconciliations.
• Prepare net worth summaries, investment statements, and financial reports.
• Support estate planning with accurate asset and tax basis tracking.
• Oversee charitable contributions and private foundation reporting.
• Assist with projects like real estate, private investments, or luxury asset management.
• Collaborate on financial plans with partners and client managers.
• Draft planning memos for estate, insurance, and corporate strategies.
• Help clients gather financial documents and interpret key reports.
• Review and adjust financial plans based on life events or market changes.
• Liaise with external advisors to ensure a cohesive client strategy.
• Present financial plans clearly and confidently to clients.
• Explain tax implications and financial reports in simple terms.
• Maintain strong relationships with clients and their advisory teams.

About You

• CPA designation required, with a minimum of 4 years of experience in public accounting, ideally with exposure to private clients or high-net-worth individuals.
• CFP certification is considered an asset, reflecting a commitment to comprehensive financial planning.
• Proficient in financial planning software (Naviplan) and advanced user of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Experience in personal tax compliance; familiarity with Taxprep is considered a strong asset.
• Exceptional communication, organizational, and time management skills, with the ability to manage competing priorities and deliver high-quality work under deadlines.

Salary Range
$95,000 to $110,000/year

How to Apply
Click the "Apply Now" button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.
When referencing this job, quote # 448795

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client's requirements for this role.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail] .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

• Customized rewards programs that focus on flexibility and work-life integration
• Customized rewards programs that focus on flexibility and work-life integration
• Customized rewards programs that focus on flexibility and work-life integration
• Customized rewards programs that focus on flexibility and work-life integration
• Customized rewards programs that focus on flexibility and work-life integration
• Customized rewards programs that focus on flexibility and work-life integration