Senior Manager - Tax - Private Client Services - Calgary

EY; Calgary; On-site; CAD 100,000 - 140,000; Full time

Job summary

EY is seeking a Senior Tax Manager in Calgary to join our Private Client Services practice. The role involves advising high-net-worth individuals on complex tax matters including estate planning and wealth transfer. This dynamic opportunity is ideal for professionals with a passion for tax and leadership skills, aimed at influencing major business decisions.

Benefits

Competitive compensation

Benefits and development opportunities

Flexible work arrangements

Qualifications

• 7 years of relevant tax experience or equivalent.
• Proficient in tax compliance and planning issues.
• Effective leadership and client management skills.

Responsibilities

• Recommending and implementing tax strategies aligned with client objectives.
• Liaising with legal counsel and tax authorities.
• Reviewing personal, corporate, and trust tax returns.

Skills

Tax strategy identification

Research

Communication

Leadership

Project management

Education

Undergraduate or graduate degree in accounting or related field

Canadian CPA designation

Completed the In-Depth Tax Course or equivalent

Job description

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. We’re counting on your unique voice and perspective to help EY become even better. Join us to build an exceptional experience for yourself and a better working world for all.

In EY Tax, you’ll help the world’s leading multinational organizations meet complex tax obligations globally. You’ll gain insight into a company’s business and become a trusted advisor, working collaboratively in a team that influences major business decisions. Demand has made this a rapidly growing area, and the relationships built here translate into significant business opportunities in other areas, making this a priority.

The Opportunity

As a Senior Tax Manager, you will join our Private Client Services (PCS) practice. You will be part of a team of subject matter specialists advising high net worth business owners and individuals on domestic and cross-border tax planning, estate, wealth transfer, post-mortem planning, asset protection, and philanthropic strategies. Our PCS team collaborates closely with our family office services practice, acting as tax advisors to family offices. This role is ideal for a dynamic, entrepreneurial individual seeking a long-term career advising high net worth clients.

Your Key Responsibilities

Responsibilities include recommending and implementing tax strategies aligned with client objectives, liaising with legal counsel and tax authorities, assisting with reorganizations, researching compliance and planning issues, and reviewing personal, corporate, and trust tax returns.

Skills and Attributes for Success

• Identify planning opportunities and communicate income tax implications of transactions
• Research client issues using online sources
• Coach and mentor junior staff
• Liaise with legal counsel and tax authorities
• Review tax returns and prepare tax election forms
• Manage personal and trust tax compliance seasons
• Maintain professionalism and confidentiality

Qualifications

• Undergraduate or graduate degree in accounting or related field
• 7 years of relevant tax experience or equivalent
• Canadian CPA designation
• Completed the In-Depth Tax Course or equivalent
• Leadership and client management skills
• Research, writing, project management, and communication skills

Preferred Attributes

• Proactive, motivated team player

What We Look For

We seek team players passionate about tax, eager to influence major business decisions, and committed to supporting colleagues in achieving goals.

What EY Offers

Our Total Rewards package supports our culture of high performance and inclusivity, offering competitive compensation, benefits, and development opportunities. We also provide support and coaching, learning opportunities, and flexible work arrangements.

About EY

As a global leader in assurance, tax, transaction, and advisory services, we’re committed to building a better working world through training, opportunities, and innovation. Our culture fosters diversity, inclusion, and belonging, striving for equity and systemic change.

Diversity and Inclusion

We value diverse experiences and perspectives, actively working to combat systemic racism, promote gender equity, support the LGBTQ+ community, and advance Indigenous inclusion. Our goal is to create an environment where everyone can thrive and contribute authentically.

EY | Building a better working world