At a Glance
- Tasks: Manage tax compliance and planning for High-Net-Worth individuals and entities.
- Company: Dynamic Family Office in Toronto with a focus on high-quality tax support.
- Benefits: Competitive salary, RRSP matching, healthcare benefits, and generous vacation time.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a collaborative team and make a real impact on complex tax strategies.
- Qualifications: CPA or Master's in Tax with 6-7 years of relevant experience.
The predicted salary is between 93600 - 114400 $ per year.
This role sits within a Family Office environment and focuses on delivering practical, high-quality tax support for High‑Net‑Worth individuals and their related entities. You’ll work closely with the CFO and external advisors across multiple jurisdictions, supporting both ongoing tax compliance and complex planning initiatives.
Key Responsibilities
- Manage external tax advisors across multiple jurisdictions, ensuring work is delivered accurately, on time, and cost‑effectively.
- Support tax planning and execution of repatriation strategies, identifying withholding and tax exposure risks.
- Partner with the CFO on Canadian and cross‑border tax planning (inbound and outbound).
- Assist with special transactions including M&A, restructurings, and estate planning.
- Review accounting records and financial reports for individuals, corporations, and partnerships.
- Coordinate global tax compliance filings (Canada, US, and other jurisdictions).
- Manage correspondence with tax authorities, including audits and reconciliations.
- Oversee tax compliance processes to ensure deadlines are consistently met.
- Monitor tax developments relevant to High‑Net‑Worth individuals and private corporations.
Qualifications
- CPA In‑Depth Tax Course completed or in progress, or a Master’s in Tax.
- 6–7 years of experience in public accounting or industry.
- Solid Canadian tax knowledge; US tax exposure is an advantage.
- Experience advising individuals and corporations on income tax matters.
What’s in it for you?
- Competitive base salary $110‑140K.
- RRSP Matching.
- Healthcare Benefits.
- Vacation + Floater days over the festive season.
Senior Tax Specialist in Toronto employer: Morgan McKinley
Join a leading global investment company in Halifax as a Fund Administration Manager, where you will thrive in a dynamic work culture that prioritizes employee growth and development. Enjoy competitive salaries, RRSP matching, and comprehensive healthcare benefits, all while benefiting from a flexible hybrid working model that supports your work-life balance. This role not only offers the chance to lead a talented team but also to contribute to innovative process improvements in a supportive environment.
