Tax Analyst – Family Office – 2 days in Office

Quantum Management Services; Montreal; Hybrid; CAD 75,000 - 95,000; Full time

Job summary

A private family office in Montreal is seeking a Senior Tax Analyst to manage Canadian and international tax compliance. The role offers a hybrid work model with a supportive and collaborative team culture, focusing on professional growth. Ideal candidates will have a CPA designation, 2–5 years of experience, and strong communication skills.

Benefits

Flexible hours

Annual performance bonus

Professional growth opportunities

Qualifications

• 2–5 years of tax experience in public practice or private industry.
• Solid experience in tax compliance; exposure to international tax is an advantage.

Responsibilities

• Prepare and file Canadian corporate, trust, partnership, and individual tax returns.
• Assist in U.S. and international tax compliance.
• Conduct tax research and provide analysis on evolving legislation.

Skills

Strong written and verbal communication skills

Highly organized

Proactive

Collaboration

Education

Bachelor's degree in accounting, finance, or commerce

CPA designation

Master’s in Taxation or CPA Canada In-Depth Tax Program

Job description

Ref. No. : 122572

Position : Senior Tax Analyst

Location : Montreal

Schedule : Hybrid (3 days remote per week), flexible hours

Compensation : Competitive salary, annual performance bonus

Work Environment : Supportive, collaborative, and innovative team culture

About the Opportunity

An established private family office with a sophisticated, global investment structure is seeking a Senior Tax Analyst to join its growing team in Montreal. For over two decades, this family office has managed a multi-generational investment portfolio of institutional scale, offering a uniquely professional, mission-driven, and dynamic environment.

You will join a high-performing, collaborative finance and tax group, working alongside seasoned professionals in a workplace that promotes continuous learning, professional autonomy, and work-life balance. You’ll benefit from flexible hours, a hybrid work model, and the chance to engage in diverse, intellectually stimulating work that spans Canadian, U.S., and international tax compliance, investment due diligence, and tax planning.

Key Responsibilities :

• Prepare and file Canadian corporate, trust, partnership, and individual tax returns
• Complete compliance forms : T106, T1134, T1135, T2054, T2057, NR4, T5, etc.
• Assist in U.S. and international tax compliance (W-8BEN-E, W9, W8IMY)
• Maintain key tax balances : safe income, surplus accounts, ACB, at-risk amounts, CDA
• Assist with tax payments and coordinate remittances to tax authorities
• Prepare quarterly tax provisions and balance of tax
• Support external audits and respond to queries from tax authorities
• Conduct tax research and provide analysis on evolving legislation and rulings
• Contribute to process improvement initiatives and technology adoption
• Collaborate in investment due diligence and tax planning projects across jurisdictions
• Assist in restructuring and global tax compliance initiatives

Who You Are :

Bachelor’s degree in accounting, finance, or commerce

CPA designation required

Master’s in Taxation or CPA Canada In-Depth Tax Program (completed or in progress) is an asset

2–5 years of tax experience in public practice or private industry

Solid experience in tax compliance; exposure to international tax is an advantage

Strong written and verbal communication skills

Highly organized, self-motivated, and proactive

Excellent at managing multiple priorities and deadlines

Strong problem solver with a collaborative mindset

Why Join Us?

Hybrid work model – 3 days from home

Flexible hours – Promote work-life integration

Annual bonus – Rewarding high performance

Amazing team – Respectful, highly skilled, and welcoming culture

Professional growth – Exposure to complex, multi-jurisdictional work

Please send your resume in Word format to Milene Rizcalla at .

REFER A PERM HIRE AND EARN UP TO $1,000! For more details, .

OUR VIRTUAL DOORS ARE OPEN! We’re also bringing the interviews to you by various web applications, virtually! Contact us today for your next opportunity.

CNESST permit numbers : AP-2000158 & AR-2000157