Senior Manager, Family Office Cross Border Tax

KPMG

$115K — $165K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of experience in cross-border Canada and US personal tax advisory and compliance.
  • Strong leadership skills with the capability to lead private client engagements.
  • Canadian CPA or US Professional Accounting designation (EA or US CPA) preferred.
  • Completion of the In-depth Tax Course is advantageous.
  • TEP designation through the Society of Trust and Estate Practitioners is a plus.
  • Excellent research and memo writing skills.
  • Proficient in project management, team leadership, and financial metrics.

Responsibilities

  • Plan and lead Canadian and US tax planning and compliance engagements.
  • Organize teams for personal tax return preparation and conduct quality reviews.
  • Build strong client relationships to deliver tailored tax solutions.
  • Conduct tax research and prepare comprehensive memos and deliverables.
  • Collaborate with other practices to generate new business opportunities.

Benefits

  • Comprehensive and competitive Total Rewards program.
  • Ongoing support for professional development and coaching opportunities.
Full Job Description
What you will do

As a lead member of the team you will work closely with partners and senior leadership on Canadian and US tax planning projects and compliance. The ideal candidate can demonstrate strong coaching skills by providing ongoing support and opportunities for professional development. Specifically, your role will require you to
  • Plan and lead engagements including Canadian and US income tax planning, estate planning and tax compliance.
  • Plan workflow and organize teams for the preparation of personal tax returns and review the work of staff for accuracy and completeness.
  • Develop relationships, understand the needs of the client and work with them to provide tax solutions and planning strategies.
  • Prepare memos and other deliverables by conducting tax research and analyzing complex issues.
  • Work with other practices and member firms in attracting new work to the firm.

What you bring to the role

  • Minimum 6 years of experience in dealing with cross border Canada and US personal tax advisory and compliance including gift and estate planning for HNW individuals and shareholders and providing solutions to HNW families as a trusted advisor.
  • Ability to lead private client engagements and interact effectively with clients.
  • Canadian CPA or US Professional Accounting designation (EA or US CPA) would be an asset.
  • Completion of the In-depth Tax Course is an asset.
  • Having obtained a TEP through the Society of Trust and Estate Practitioners (or are currently enrolled in the program) is an asset.
  • Strong research and memo writing ability.
  • Experienced in all facets of project management including team leadership, workflow management, team and client communication, documentation and managing financial metrics and profitability.
  • Strong Microsoft Office software knowledge of Outlook, Word, Excel, PowerPoint etc.

KPMG Ontario Region Pay Range Information

The expected base salary range for this position is $115,000 to $165,000 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.

Providing you with the support you need to be at your best

Our Values, The KPMG Way

Integrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters

Similar Jobs

More Jobs at KPMG

More Legal & Accounting Jobs

Find similar Senior Manager, Family Office Cross Border Tax jobs: