Job Description
Senior Manager - Wealth & Tax Advisory
(Wealth & Family Office team)
Responsibilities
Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.
Partner closely with financial planners to design integrated wealth, tax, and estate strategies.
Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer.
Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.
Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.
Lead compliance work related to Wealth & Family Office clients.
Mentor, coach, and lead team members, contributing to the continued growth of the practice.
Qualifications
CPA designation with a minimum of 8+ years of p...
(Wealth & Family Office team)
Responsibilities
Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.
Partner closely with financial planners to design integrated wealth, tax, and estate strategies.
Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer.
Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.
Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.
Lead compliance work related to Wealth & Family Office clients.
Mentor, coach, and lead team members, contributing to the continued growth of the practice.
Qualifications
CPA designation with a minimum of 8+ years of p...