Baker Tilly Canada
Senior Wealth & Tax Advisory Manager
Job Description
Join Baker Tilly in Toronto as a Senior Manager dedicated to Wealth and Tax Advisory. Your expertise in Canadian tax planning will serve high-net-worth clients through complex financial strategies.
This Senior Manager role involves providing advanced tax advisory services across personal, corporate, trust, and estate contexts. You will work closely with financial planners and support Family Office clients in tax optimization and succession planning efforts. The position centers on fostering relationships with clients and mentoring team members to ensure leading advisory services.
Key Responsibilities:
• Deliver advanced Canadian tax planning services
• Design integrated wealth and estate strategies
• Manage client relationships and provide trusted advice
• Support corporate reorganizations and wealth transitions
• Lead compliance work effectively for clients
Requirements:
• CPA with at least 8 years of Canadian ...
This Senior Manager role involves providing advanced tax advisory services across personal, corporate, trust, and estate contexts. You will work closely with financial planners and support Family Office clients in tax optimization and succession planning efforts. The position centers on fostering relationships with clients and mentoring team members to ensure leading advisory services.
Key Responsibilities:
• Deliver advanced Canadian tax planning services
• Design integrated wealth and estate strategies
• Manage client relationships and provide trusted advice
• Support corporate reorganizations and wealth transitions
• Lead compliance work effectively for clients
Requirements:
• CPA with at least 8 years of Canadian ...