Senior Manager, Cross Border Tax, Family Office

SML Inox; Toronto; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a passionate tax professional to join their dynamic team. This role involves leading Canadian and US tax planning projects, providing exceptional advisory services to high-net-worth individuals, and collaborating with a diverse group of professionals. If you thrive in a hybrid work environment and are motivated by challenges, this opportunity offers a platform for continuous learning and professional growth. Join a firm that values integrity, excellence, and diversity, and make a significant impact in the world of cross-border tax advisory.

Qualifications

• Minimum 6 years of experience in cross-border Canada and US personal tax advisory.
• Strong research and writing skills with commitment to client service excellence.

Responsibilities

• Lead Canadian and US tax planning projects and compliance.
• Develop client relationships and provide tailored tax solutions.

Skills

Cross Border Tax Advisory

Estate Planning

Tax Compliance

Client Relationship Management

Research and Writing Skills

Communication Skills

Education

CPA Designation

Completion of In-Depth Tax Course

TEP through Society of Trust and Estate Practitioners

Tools

Microsoft Office Suite

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 Family Office, Cross Border Tax practice is a trusted advisor to high net worth individuals and their families, including owner managers, senior executives, athletes, and celebrities. We specialize in complex US and Canadian cross border tax matters, generational wealth transfer, and estate planning strategies. We are expanding and seeking tax professionals who are passionate about continuous learning, motivated by challenges, and enjoy resolving complex tax issues. Our specialized skills offer tax professionals exceptional career opportunities. We also offer a hybrid work arrangement for all, including candidates in the GTA and adjoining cities.

What you will do

As a lead member of our team, you will work closely with partners and senior leadership on Canadian and US tax planning projects and compliance. The ideal candidate will demonstrate strong engagement skills, technical expertise and excellent communication skills.

• Planning and leading engagements including Canadian and US personal tax planning, estate planning, and tax compliance.
• Developing relationships with clients as their trusted advisor, understanding their needs, and providing tax solutions and planning strategies.
• Reviewing and/or preparing memos and other deliverables on complex US and Canadian tax matters by analyzing complex issues. Holding discussions with clients and their advisors on planning strategies relating to income tax, estate and other tax related matters.
• Collaborating with other practices and member firms to attract new work to the firm.
• Presenting at internal and external forums, contributing to the learning of the junior members by participating in delivering technical trainings.

What you bring to the role

• The ideal candidate will have a minimum of 6 years of experience in complex cross border Canada and US personal tax advisory and compliance, including gift and estate planning for high-net-worth individuals and shareholders.
• Additional assets include US and/or Canadian CPA designations, US EA, completion of the In-Depth Tax Course, and a TEP through the Society of Trust and Estate Practitioners.
• Strong research and writing skills, a commitment to professional and client service excellence.
• Competency with the Microsoft Office suite.

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.