Tax Manager: Private Clients & Succession Planning

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 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