We are looking for a Senior Manager, Wealth & Tax Advisory to join our team - bring your ambition and shape what comes next.
Your role
As a Senior Manager, Wealth & Tax Advisory within our Wealth & Family Office team, you will play a central role in delivering high-impact advisory services to high-net-worth families and multigenerational clients.
You will:
- Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.
- Partner closely with our financial planners to design integrated wealth, tax, and estate strategies.
- Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer.
- Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.
- Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.
- Compliance work mostly limited to reviewing Wealth & Family Office related clients.
- Mentor, coach, and lead team members, contributing to the continued growth of the Wealth & Family Office practice.
What you bring to the table
- CPA designation with a minimum of 8+ years of progressive Canadian tax experience.
- Deep technical knowledge of Canadian tax legislation, including experience advising high-net-worth individuals, and family enterprises, trusts, estates, and corporate groups.
- Proven experience delivering high-quality advisory engagements and tax planning strategies.
- Exceptional analytical, communication, and client relationship skills.
What's in it for you?
Career & Growth Opportunities
- Clear career progression and advancement opportunities
- Ongoing professional development, including paid courses, certification and membership dues
Compensation & Total Rewards
- Competitive total compensation package including extended health care, dental and group life benefits
- Annual bonus program
- Matching RRSP plan
Family & Flexibility
- Hybrid workdays
- Parental leave top-up program to support growing families
- Generous vacation (4 weeks annually)
- Personal days
Health & Wellness
- Health and wellness spending account
- Convenient access to virtual healthcare, including online physician consultations when you need it
Work Environment & Perks
- A collaborative, open-door culture with direct access to leadership
- Fully stocked kitchen with snacks, coffee and seasonal treats
- Smart casual dress code (client/day specific)
- Regular team events and social activities throughout the year
Everyday Support
- Monthly transit or parking reimbursement
- Monthly reimbursement for your smart phone fees
- Overtime meal & and parking reimbursements
Additional Incentives
- Client referral, employee referral
- Vehicle purchase incentives
Where you'll work: Toronto, ON
Job type: Permanent, Full-time
Your schedule: Monday to Friday
Salary range: $130,000 - $170,000 per annum
If you're ready to make an impact, we're ready to meet you.
We are committed to transparency in our hiring process. Please note the following information regarding this job posting:
Position Status:
- New Role: This job posting is for a newly created role within our organization.
This position has been established to support our growth, and we are excited to welcome a new team member to help us achieve our goals.
Use of Artificial Intelligence:
For this role, we will not use AI-enabled tools to assist with recruitment. All decisions are made by a human recruiter.
Ready to Apply?
We thank all applicants for their interest, only those selected for an interview will be contacted. If you are selected for an interview, we will contact you directly via email. All virtual interviews will be conducted exclusively on Microsoft Teams. We will never request additional personal information such as bank details or other sensitive data.
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