Senior Tax Specialist

Morgan McKinley; Toronto; On-site; CAD 110,000 - 140,000; Full time

Benefits offered by this job

RRSP Matching

Healthcare Benefits

Vacation + Floater days over the festive season

Job summary

A financial services firm in Toronto is seeking a Senior Tax Specialist to provide high-quality tax support for High-Net-Worth individuals. This role involves managing external advisors, supporting tax planning, and ensuring compliance across jurisdictions. Candidates should possess solid Canadian tax knowledge, a CPA In‑Depth Tax Course or Master's in Tax, and 6–7 years of experience. The position offers a competitive salary ranging from CA$110,000 to CA$140,000, along with RRSP matching and healthcare benefits.

Qualifications

• 6–7 years of experience in public accounting or industry.
• US tax exposure is an advantage.

Responsibilities

• Manage external tax advisors to ensure work is delivered accurately.
• Support tax planning and execution of repatriation strategies.
• Assist with special transactions including M&A, restructurings.

Skills

Solid Canadian tax knowledge

Experience advising individuals and corporations on income tax matters

Education

CPA In‑Depth Tax Course or Master’s in Tax

Job description

Senior Tax Specialist – Family Office

Location: Toronto

Work Model: Full time onsite

Base pay range

CA$110,000.00/yr - CA$140,000.00/yr

Manager Finance & Accounting Recruitment

The Role

This role sits within a Family Office environment and focuses on delivering practical, high-quality tax support for High‑Net‑Worth individuals and their related entities. You’ll work closely with the CFO and external advisors across multiple jurisdictions, supporting both ongoing tax compliance and complex planning initiatives.

Key Responsibilities

• Manage external tax advisors across multiple jurisdictions, ensuring work is delivered accurately, on time, and cost‑effectively
• Support tax planning and execution of repatriation strategies, identifying withholding and tax exposure risks
• Partner with the CFO on Canadian and cross‑border tax planning (inbound and outbound)
• Assist with special transactions including M&A, restructurings, and estate planning
• Review accounting records and financial reports for individuals, corporations, and partnerships
• Coordinate global tax compliance filings (Canada, US, and other jurisdictions)
• Manage correspondence with tax authorities, including audits and reconciliations
• Oversee tax compliance processes to ensure deadlines are consistently met
• Monitor tax developments relevant to High‑Net‑Worth individuals and private corporations

Qualifications

• CPA In‑Depth Tax Course completed or in progress, or a Master’s in Tax
• 6–7 years of experience in public accounting or industry
• Solid Canadian tax knowledge; US tax exposure is an advantage
• Experience advising individuals and corporations on income tax matters

What’s in it for you?

• Competitive base salary $110‑140K
• RRSP Matching
• Healthcare Benefits
• Vacation + Floater days over the festive season

Apply now!!