Tax Manager

Burkett & Co.; Victoria; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

RRSP matching

Health & dental benefits

Meal allowance

On-site parking

Paid time off

Flexible summer Fridays

Company social events

Close-knit office culture

Job summary

Burkett & Co. Chartered Professional Accountants in Victoria, BC, is seeking a Tax Manager to lead our tax team and deliver high-level advisory services to private companies, trusts, and high-net-worth individuals.

This full-time role reports to the partners and requires strong Canadian tax expertise. You will mentor junior staff, review returns, and collaborate with partners to implement tailored planning strategies, remain current with tax developments, and help clients meet their financial

Qualifications

• Minimum 4+ years of progressive experience in Canadian public practice, with a focus on compilations, tax compliance, tax planning for private corporations and high-net-worth individuals.
• Strong technical knowledge in Canadian corporate and personal tax, with exposure to trust and estate planning, and corporate reorganizations.
• Excellent communication skills, both written and verbal, with ability to present complex information clearly to clients and the team.

Responsibilities

• Manage a portfolio of clients primarily consisting of private companies, owner-managed businesses, trusts, and high-net-worth individuals.
• Help implement tailored tax planning strategies, including financial planning, corporate reorganizations, estate freezes, succession planning, and trust structuring.
• Review corporate, personal, and trust tax returns prepared by junior staff; ensure quality control and compliance with current tax legislation.
• Review year-end compilation engagements prepared by junior staff; ensure compliance with SoQM and CSRS 4200.
• Collaborate with internal and external professionals to deliver integrated solutions.

Skills

Canadian tax knowledge

Communication skills

Mentoring

Education

In-Depth Tax Course (valued)

Job description

Burkett & Co. Chartered Professional Accountants is a Victoria-based firm providing accounting, tax, and advisory services to small and medium sized businesses as well as high-net-worth individuals and their families. The CPA firm is a member of the Burkett Group of Companies that also provides investment management and family office services to high-net-worth and ultra-high-net-worth households. We pride ourselves on developing deep relationships with clients, characterized by trust and reliability.

Our purpose at Burkett & Co. is to empower our clients to achieve their business and personal financial goals. We strive to develop our experience and knowledge of the latest financial reporting, financial and estate planning and Canadian tax strategies. We turn our knowledge into value for our clients through our pro-active approach to providing comprehensive and innovative solutions. Among our Core Values are teamwork and a commitment to excellence.

Job Overview

We are seeking a Tax Manager to join Burkett & Co.'s talented team. The successful candidate will reflect our firm's core values while providing high level managerial support to all members of our team as well as our clients. The successful candidate will be able to understand complex accounting and tax concepts and enjoy being a technical resource for our clients and the firm. This is a full-time position reporting directly to the partners.

Responsibilities

• Manage a portfolio of clients primarily consisting of private companies, owner-managed businesses, trusts, and high-net-worth individuals.
• Work closely with the partners to help implement tailored tax planning strategies, including financial planning, corporate reorganizations, estate freezes, succession planning, and trust structuring.
• Help identify opportunities for tax planning and work with the partners and clients to align tax strategies with broader financial and family goals.
• Review corporate, personal, and trust tax returns prepared by junior staff; ensure quality control and compliance with current tax legislation.
• Review year-end compilation engagements prepared by junior staff; ensure compliance with system of quality management (SoQM) and CSRS 4200.
• Support clients with CRA reviews, prepare tax election forms, and other supplemental tax filings.
• Collaborate with internal and external professionals (e.g., legal, investment management, banking, insurance advisors) to deliver integrated solutions.
• Act as a main point of contact for clients, building long-term, trusted relationships.
• Assist firm with the application of technical accounting and tax concepts and related research.
• Mentor and develop junior team members through training, coaching, and formal review processes.
• Stay up to date on changes in Canadian tax law and regulatory developments affecting private entities and individuals.

Job Requirements

• Minimum 4+ years of progressive experience in Canadian public practice, with a focus on compilations, tax compliance, tax planning for private corporations and high-net-worth individuals.
• Strong technical knowledge in Canadian corporate and personal tax, with direct experience and exposure to trust and estate planning, and corporate reorganizations.
• Excellent communication skills, both written and verbal, with an ability to present complex information clearly to clients and the team.
• Registration or completion of In-Depth Tax Course is highly valued but not required.

Job Type & Location

• Full-time (Monday to Friday), on-site with flexibility to work from home on Fridays
• Victoria, BC: reliably commute or plan to relocate before starting work (required)
• Incentive program
• RRSP matching, when eligible
• Company social events
• Comprehensive health and dental benefits
• Meal allowance for extended working hours
• On-site parking
• Paid time off
• Flexible summer Fridays (varies based on business needs)
• Opportunity to work closely with the Burkett Group's investment management and family office services firms
• Opportunity to be a core member of a growing, entrepreneurial firm with long-term career potential
• A collaborative and flexible work environment that values both professional excellence and quality of life
• Close-knit office culture

We thank all applicants; however, only those selected for further consideration will be contacted.