Senior Tax Manager

Our multi-family office client provides strategic advice on business matters and on families’ financial and personal objectives across generations. With decades of experience advising at the intersection of family and business, the firm has developed an integrated approach to help business owners achieve sustainable success. Serving entrepreneurs, private clients, business owners, and business families across Canada and the U.S., the organization brings together a multidisciplinary team to support complex financial, tax, and legacy planning needs.

As the firm continues to grow its tax advisory capabilities, it is creating a net new Senior Manager role within the Canadian Core Tax team.

Position Summary

As a Senior Manager in the Canadian Core Tax group, you will lead complex tax engagements, mentor junior professionals, and serve as a trusted advisor to Canadian-controlled private corporations and family enterprises. You will be responsible for managing tax planning mandates, overseeing compliance requirements, and contributing to the strategic growth of the practice.

Key Responsibilities Client Engagement & Advisory

• Lead tax planning and compliance engagements for Canadian-Controlled Private Corporations (CCPCs), partnerships, trusts, and high-net-worth individuals.
• Advise clients on reorganizations, succession planning, tax filing requirements, and tax-efficient structuring.

Technical Expertise

• Interpret and advise on Canadian tax legislation, including federal and provincial income tax rules, alongside the application of U.S. tax legislation through collaboration with cross-border tax specialists.
• Review tax memos, legal documents, and opinions related to significant transactions, proposed reorganizations, and responses to Canada Revenue Agency (CRA) audits.
• Review and sign off on tax returns and elections, including T1, T2, T3, T5013, T1134, and T1135 filings, as well as T2054, T2057, T2058, T2059, T2184, and T2027 elections.
• Oversee comprehensive tax reviews of client structures (e.g., tax returns, corporate minute books, trust deeds, wills, powers of attorney) and develop strategies to optimize tax structures.
• Lead teams in computing safe income, exempt surplus, and Lifetime Capital Gains Exemption (LCGE) calculations, and develop strategies for optimal use.
• Apply tax strategies related to the integration of corporate and partnership structures with shareholder structures (individuals and trusts).
• Advise on cross-border tax matters relating to applicable tax treaties.

Leadership & Team Development

• Collaborate with cross-functional teams including family office services, wealth management, transfer pricing, U.S. tax specialists, commodity tax professionals, assurance, and business valuation teams.
• Supervise and mentor Managers and Senior Associates within the Canadian Core group.
• Participate in recruitment, onboarding, training, and performance evaluations.

Practice Development

• Embrace AI and innovative technologies to increase efficiency and adopt new ways of working.
• Contribute to the development of internal processes and engagement management systems.
• Support business development initiatives and participate in client meetings and industry events.
• Maintain strong relationships with internal and external stakeholders.

Qualifications

• Minimum 7 years of progressive experience in Canadian tax, with a strong focus on private enterprises.
• Depth of experience in preparing tax calculations and tax returns.
• Strong Microsoft Excel, Taxprep, and Taxnet Pro research and organizational skills.
• Demonstrated critical thinking skills and adaptability across a range of client engagements.
• CPA designation preferred; LL.B. and/or MTax considered assets.
• Proven track record managing complex tax engagements and leading teams.
• Strong technical knowledge in Canadian tax compliance and planning.
• Excellent communication, leadership, and client relationship skills.

Compensation

The salary range for this position is $137,000 – $187,000, and employees may also be eligible to participate in a bonus program. Compensation complies with applicable pay transparency legislation and is regularly reviewed to remain market competitive. Salaries within the range reflect individual contributions and are based on factors such as internal equity, experience, education, role scope, and required skills.