Senior Manager - Tax - Private Client Services - Calgary

Iris Software; Calgary; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading global firm is seeking a Senior Tax Manager in Calgary. This role involves providing specialized tax advice to high net worth clients, managing relationships, and leading teams. The ideal candidate will have extensive experience in tax planning and compliance, backed by a CPA designation. Join a diverse and inclusive environment that promotes professional growth and offers comprehensive benefits.

Benefits

Competitive compensation

Comprehensive benefits

Flexible work arrangements

Development opportunities

Qualifications

• 7+ years of relevant tax experience or equivalent.
• Ability to manage client engagements.
• Proficient in research, writing, and electronic tax tools.

Responsibilities

• Recommend and implement tax strategies aligned with client objectives.
• Review personal, corporate, and trust tax returns.
• Mentor junior staff to ensure accurate and complete work.

Skills

Research

Leadership

Communication

Project Management

Education

Undergraduate or graduate degree in accounting or related field

Canadian CPA designation

Completed In-Depth Tax Course or equivalent

Tools

Electronic tax tools

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 multinational organizations meet complex tax obligations worldwide. You’ll gain insight into companies’ businesses and become a trusted advisor, working collaboratively on a team that influences major business decisions. Demand in this area is rapidly growing, and the relationships we build translate into significant business opportunities, making this a priority.

The opportunity

As a Senior Tax Manager in our Private Client Services (PCS) practice, you will provide advice to 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 team collaborates closely with family office services, 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

Recommend and implement tax strategies aligned with client objectives, communicate with legal counsel and tax authorities, assist with reorganizations, research compliance and planning issues, and review personal, corporate, and trust tax returns.

Skills and attributes for success

• Identify planning opportunities and describe income tax implications of transactions
• Research client issues using online sources
• Mentor junior staff to ensure accurate and complete work
• 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 In-Depth Tax Course or equivalent
• Leadership skills and ability to manage client engagements
• Research, writing, and electronic tax tools proficiency
• Strong project management and communication skills

Preferred qualities

• Proactive, motivated team player

What we look for

We value team players who support colleagues, have a passion for tax, and are confident in influencing decisions at a global level.

What working at EY offers

Our Total Rewards package supports a high-performance culture, including competitive compensation, comprehensive benefits, flexible work arrangements, and development opportunities. We foster a diverse and inclusive environment where everyone can thrive.

About EY

As a global leader in assurance, tax, transactions, and advisory services, we are committed to building a better working world through innovation, training, and opportunities for our people.

Diversity and Inclusion

We embrace diversity and are dedicated to creating an equitable environment that values all differences, promotes inclusion, and supports systemic change across communities.

EY | Building a better working world