Senior Manager, Family Office Cross Border Tax

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

Job summary

A leading advisory firm in Ottawa is seeking experienced tax professionals to join its Cross Border Tax practice. The ideal candidate will have over 6 years in cross-border tax advisory, strong project management skills, and a commitment to client engagement. Candidates with CPA or equivalent qualifications are preferred. This role offers competitive benefits and opportunities for professional growth.

Benefits

Inclusive workplace

Professional development opportunities

Employee support services

Qualifications

• Minimum 6 years of experience in cross-border tax advisory and compliance.
• Strong coaching skills and ability to lead engagements.
• Proficiency in client relationship management.

Responsibilities

• Plan and lead Canadian and US tax planning projects.
• Oversee personal tax return preparation and staff work review.
• Develop client relationships to provide tailored tax solutions.

Skills

Cross-border tax advisory

Client interaction

Project management

Microsoft Office proficiency

Research and memo writing

Education

Canadian CPA or US Professional Accounting designation

Completion of In-depth Tax Course

TEP 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 Family Office, Cross Border Tax practice are the trusted tax advisors to high net worth individuals and their families, including senior executives, athletes and celebrities. We advise our clients on complex US and Canadian cross border tax matters and help families implement generational wealth transfer and estate planning strategies.

We are growing and looking for tax professionals who have a passion for continuous learning, are motivated to embrace challenges and enjoy resolving complex tax issues. The specialized skills of our tax practice are in high demand by clients, offering tax professionals exceptional career opportunities.

What you will do

As a lead member of the team you will work closely with partners and senior leadership on Canadian and US tax planning projects and compliance. The ideal candidate can demonstrate strong coaching skills by providing ongoing support and opportunities for professional development. Specifically, your role will require you to

• 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 and other deliverables by conducting tax research and analyzing complex issues.
• Work with other practices and member firms in attracting new work to the firm.

What you bring to the role

• Minimum 6 years of experience in dealing with cross border Canada and US personal tax advisory and compliance including gift and estate planning for HNW individuals and shareholders and providing solutions to HNW families as a trusted advisor.
• Ability to lead private client engagements and interact effectively with clients.
• Canadian CPA or US Professional Accounting designation (EA or US CPA) would be an asset.
• Completion of the In-depth Tax Course is an asset.
• Having obtained a TEP through the Society of Trust and Estate Practitioners (or are currently enrolled in the program) is an asset.
• Strong research and memo writing ability.
• Experienced in all facets of project management including team leadership, workflow management, team and client communication, documentation and managing financial metrics and profitability.
• Strong Microsoft Office software knowledge of Outlook, Word, Excel, PowerPoint etc.

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.