Tax Manager

Elby Professional Recruitment; Edmonton; On-site; CAD 100,000 - 140,000; Full time

Job summary

A leading Canadian business is seeking a Tax Manager to oversee compliance, strategy, and planning within a family office environment. This role requires a CPA with a strong technical background in Canadian tax, focusing on optimizing financial structures and ensuring operational efficiency. The ideal candidate will thrive in a dynamic setting, collaborating closely with the CFO and corporate controller on diverse financial strategies.

Qualifications

• At least five years of relevant experience in tax management.
• Strong understanding of holding company and family office reporting structures.
• Experience in an accounting firm supporting private company groups is an asset.

Responsibilities

• Collaborate with tax advisors to identify savings and efficiency opportunities.
• Manage corporate tax filings and lead CRA audits.
• Assist CFO with cash flow analysis and financial projections.

Skills

Attention to detail

Stakeholder collaboration

Strategic planning

Adaptability

Education

CPA/CPA, CA designation

Tools

TaxPrep T1

TaxPrep T2

Excel

Job description

Posted: 05/21/2025 Employment Type: Direct Hire Job Number: 6584 Pay Rate: 100000-140000

Job Description

Job Description
An exciting opportunity is available for an experienced tax professional to oversee compliance, strategy, and planning in a complex corporate environment. This role involves managing tax obligations for holding companies and a family office, working closely with the CFO and corporate controller to optimize financial structures and ensure operational efficiency.

The Tax Manager will collaborate closely with the CFO and corporate controller. Beyond routine tax management, this position adds value to unique aspects of the family holding structure. Success requires a strong work ethic, attention to detail, stakeholder collaboration, strategic planning, and adaptability. A hands-on approach, ownership mindset, and curiosity are essential for navigating evolving financial and operational needs.

What Our Client Has to Offer

Our client is a privately owned Canadian business that has grown over the past 50 years into a diverse group of companies. Since its founding, it has remained under family ownership and management. This is a newly created role designed to enhance internal capabilities in tax compliance, consulting, and strategic advisory. The ideal candidate will be a self-starter with a strong technical background in Canadian tax and will gain exposure to diverse responsibilities within a dynamic family office setting.

Responsibilities

• Tax Advisory: Collaborate with Canadian, U.S., and Mexican tax advisors to identify savings and efficiency opportunities. Support estate planning, corporate transactions, and wealth structuring in partnership with the CFO. Monitor and update tax instalments and projections, ensuring proactive financial management aligned with business objectives.
• Treasury: Assist the Corporate Controller with cash flow analysis and financial projections. Manage fund transfers by drafting fund flow memos and journal entries while coordinating with legal and financial advisors to ensure accurate financial transactions.
• Tax Compliance: Manage corporate tax filings across multiple entities, ensuring accuracy and regulatory compliance. Lead CRA audits with a strategic, risk-based approach and handle correspondence. Prepare Canadian tax elections for reorganization transactions and assist with U.S. tax compliance. Maintain financial records for the family office, overseeing personal holdings, trusts, and regulatory filings.
• Other Special Projects: Collaborate with the CFO on various initiatives beyond core tax and treasury functions, adapting to evolving business needs and contributing to broader financial strategies.

Minimum Requirements

• CPA/CPA, CA designation with at least five years of relevant experience
• Strong understanding of holding company and family office reporting structures
• Proficient in TaxPrep T1, T2, and Forms
• Advanced expertise in Excel for financial analysis and reporting
• Experience in an accounting firm supporting private company groups or enterprises is an asset