Key Responsibilities Tax Planning & Advisory Leadership
Lead complex tax planning engagements for private companies, business owners, trusts, estates, and family office clients.
Design and oversee implementation of estate freezes, corporate reorganizations, succession planning strategies, trust structures, compensation planning, and wealth transfer solutions.
Provide strategic tax advice to high-net-worth families and multi-generational family enterprises.
Collaborate with lawyers, investment advisors, insurance specialists, and other professionals to deliver integrated planning solutions.
Monitor tax legislation and emerging developments, identifying opportunities and risks for clients and the firm.
Technical Excellence & Quality Control
Serve as a senior technical resource for complex Canadian tax matters.
Review and provide technical oversight on complex corporate, personal, trust, estate, and partnership tax returns.
Review tax provisions, tax disclosures, and income tax-related matters arising from assurance and financial statement engagements.
Prepare and review technical tax memoranda, planning reports, and tax research.
Support firm-wide tax quality control, risk management, and technical standards.
Leadership & Mentorship
Mentor and develop Tax Managers, Senior Managers, and emerging tax professionals.
Deliver internal tax training and technical education.
Promote a culture of technical excellence, collaboration, and continuous learning.
Support recruitment and growth of the firm's tax and family office teams.
Business Development & Client Growth
Identify tax planning opportunities within existing client relationships.
Support Partners and Family Office leaders in developing and expanding client relationships.
Contribute to the continued growth of the firm's Tax Advisory and Family Office practices.
Qualifications
CPA designation required.
Completion of, or significant progress toward, the CPA Canada In-Depth Tax Program.
Minimum 12 years of public accounting tax experience.
Strong expertise in private company taxation, owner-manager planning, trusts and estates, and corporate reorganizations.
Demonstrated experience with complex tax planning and advisory engagements.
Exceptional communication, relationship management, and leadership skills.
Passion for advising entrepreneurial families and helping clients achieve long-term business and family goals.
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Tax Principal in Oakville employer: W3Global
Join a dynamic team of geoscientists and engineers in Nanaimo, BC, where you will have the opportunity to lead innovative hydrogeological projects across Western Canada and beyond. Our company fosters a flexible and friendly work environment that prioritizes a healthy work/life balance, offering comprehensive benefits including competitive salaries, performance bonuses, and extensive health coverage. With a strong emphasis on employee growth and collaboration, this is an excellent place for experienced professionals looking to make a meaningful impact in the mining sector.
