Baker Tilly Canada Cooperative
Senior Wealth & Tax Advisor at Baker Tilly
Job Description
Become a key player at Baker Tilly as a Senior Manager in Wealth & Tax Advisory. This role is ideal for those passionate about providing strategic tax solutions for affluent clients.
In this full-time role based in Toronto, ON, you will be at the forefront of delivering high-quality tax planning services for multigenerational families. With a CPA designation and over 8 years of experience, you will support family offices with succession planning and corporate reorganizations. Utilize your strong analytical and communication skills to mentor a collaborative team while enhancing client relationships.
Key Responsibilities:
• Deliver tax advisory and planning services
• Partner with planners for comprehensive wealth solutions
• Support family offices on tax optimization
• Foster strong relationships with high-net-worth clients
• Lead and mentor junior staff in the advisory practice
Requirements:
• 8+ years of Canadian tax experience with CPA
• In-depth underst...
In this full-time role based in Toronto, ON, you will be at the forefront of delivering high-quality tax planning services for multigenerational families. With a CPA designation and over 8 years of experience, you will support family offices with succession planning and corporate reorganizations. Utilize your strong analytical and communication skills to mentor a collaborative team while enhancing client relationships.
Key Responsibilities:
• Deliver tax advisory and planning services
• Partner with planners for comprehensive wealth solutions
• Support family offices on tax optimization
• Foster strong relationships with high-net-worth clients
• Lead and mentor junior staff in the advisory practice
Requirements:
• 8+ years of Canadian tax experience with CPA
• In-depth underst...