Baker Tilly Canada
Tax & Wealth Advisory Senior Manager
Job Description
Explore a rewarding career as a Senior Manager in Wealth & Tax Advisory at Baker Tilly. Be part of a dedicated team providing expert advisory services to high-net-worth families and clients with sophisticated financial needs.
This role requires advanced knowledge of Canadian taxation and a passion for helping clients navigate their wealth strategies. You will lead initiatives in tax optimization, estate planning, and client relationship management, contributing to the sustainable growth of the Wealth & Family Office practice.
Key Responsibilities: • Deliver advanced tax and planning advisory services • Collaborate with financial planners and clients on wealth management • Support corporate reorganizations and succession plans • Foster strong client relationships as a trusted advisor • Mentor team members and contribute to practice growth
Requirements: • CPA designation with 8+ years of tax advisory experience • Strong grasp of Canadian tax legislation • Prove...
This role requires advanced knowledge of Canadian taxation and a passion for helping clients navigate their wealth strategies. You will lead initiatives in tax optimization, estate planning, and client relationship management, contributing to the sustainable growth of the Wealth & Family Office practice.
Key Responsibilities: • Deliver advanced tax and planning advisory services • Collaborate with financial planners and clients on wealth management • Support corporate reorganizations and succession plans • Foster strong client relationships as a trusted advisor • Mentor team members and contribute to practice growth
Requirements: • CPA designation with 8+ years of tax advisory experience • Strong grasp of Canadian tax legislation • Prove...