Senior Tax Manager (Hybrid-Remote)

Elby Professional Recruitment; Oakville; Hybrid; CAD 100,000 - 150,000; Full time

Job summary

A boutique accounting firm in Oakville seeks a Senior Tax Manager to lead bespoke tax strategies for high-net-worth clients. This role involves comprehensive tax planning, collaboration with multi-disciplinary teams, and mentoring junior professionals. Applicants should have a CPA designation and at least 10 years of experience in tax advisory, particularly with affluent individuals. The firm offers a supportive environment emphasizing professional growth and work-life balance with some remote work flexibility.

Qualifications

• Minimum 10 years of progressive tax advisory experience focused on wealthy clients.
• Deep knowledge of Canadian tax legislation, estate planning, and corporate restructurings.
• Proven track record managing multiple sophisticated engagements.

Responsibilities

• Lead tax planning engagements for high-net-worth individuals and private corporations.
• Develop and implement estate, trust, and succession plans.
• Oversee preparation and review of complex personal and corporate tax returns.

Skills

Tax planning for affluent individuals

Communication skills

Mentoring junior professionals

Education

CPA designation

TEP designation

In-Depth or Master's in Taxation

Job description

Job Description

The Senior Tax Manager will lead all facets of bespoke tax strategy for affluent individuals, family offices, and private business owners. The incumbent will design and execute advanced plans for estate and succession, trusts, cross-border structures, and complex corporate reorganizations, double tax planning for estates, overseeing the preparation and review of personal and corporate tax filings. Working closely with legal, investment, and financial-planning specialists, you’ll ensure each client’s tax strategy integrates seamlessly with their broader wealth objectives while mentoring junior professionals at the firm.

Key Responsibilities:

• Lead end-to-end tax planning engagements for high-net-worth individuals and private corporations
• Develop and implement estate, trust, and succession plans to optimize wealth transfer
• Advise on cross-border tax structures, philanthropic giving, and alternative investment vehicles
• Oversee preparation and review of complex personal and corporate tax returns
• High level review of financial statements to identify tax planning opportunities
• Collaborate with legal, financial planning, and investment advisors of clients to deliver integrated solutions
• Mentor and develop junior tax professionals within the private client group

Qualifications:

• CPA designation required; TEP designation and In-Depth or Master’s in Taxation
• Minimum 10 years of progressive tax advisory experience focused on wealthy clients
• Deep knowledge of Canadian tax legislation, estate planning, and corporate restructurings
• Exceptional communication skills; confident presenting to family boards and executives
• Proven track record managing multiple sophisticated engagements and guiding junior staff

Our Client:
Our client is a boutique accounting firm renowned for its deeply specialized tax planning services. Operating within a nimble, partnership-driven environment, they deliver sophisticated, tailor-made strategies to high-net-worth individuals, family offices, and privately held businesses. By combining technical excellence with a hands-on, relationship-focused approach, they guide clients through complex areas such as estate and succession planning, cross-border structuring, and corporate reorganizations. Their flat organizational structure empowers team members to take ownership of client engagements and drive innovative tax outcomes, all while enjoying a supportive atmosphere that prioritizes professional growth and work-life balance. This role is primarily remote, but occasional meetings with clientele will require the incumbent to travel to the office, as needed.

We would like to thank all applicants, however, only those under consideration will be contacted.
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