Manager, Tax - U.S. Advisory

Business Development Manager @ ISG | Consultant | Ex-SaaS | Ex-Tesla | Motor Sports Enthusiast
Our client is a prestigious Business and Family Office firm with nearly 100 years of experience advising at the intersection of family and business. With a 600-person multidisciplinary team across Canada and the U.S., they provide integrated strategic advisory services to Canada's most successful entrepreneurs, private clients, business owners, and business families. Their holistic approach spans tax, audit, restructuring, risk management, wealth management, and family office services, helping clients achieve sustainable success and shape their legacy across generations.

Principal Tasks and

Responsibilities Include:

Cross-Border Tax Advisory & Transactions:
Participate with senior managers, vice presidents, and partners on buy-side and sell-side cross-border transactions

Lead and assist on cross-border corporate and high-net-worth individual personal tax planning initiatives

Provide strategic U.S. tax advisory services with a focus on private clients and family businesses (70% advisory, 30% compliance)

Research U.S. tax issues, interpret and apply U.S. federal and state tax legislation

Research and interpret international tax treaties, particularly U.S.

-Canada tax treaty provisions

Review and prepare U.S. corporate, partnership, trust, and individual federal and state tax returns

Advise on multistate tax matters and complex cross-border tax structuring

Participate in regular training sessions with all team members

Provide training and mentorship to junior team members

Collaborate with cross-functional teams including Canadian Tax, Family Office Services, Wealth Management, and Business Valuation

Manage multiple complex engagements simultaneously while meeting tight deadlines

Serve as a trusted advisor to high-net-worth individuals and private businesses on U.S. tax matters

Build and maintain strong client relationships with a focus on long-term strategic planning

Represent the firm in client meetings and contribute to business development initiatives

Qualifications and Pre-requisites:

Required:

Minimum 5-8 years of relevant experience in U.S. tax advisory and/or tax compliance with a strong focus on private clients (Big Four or reputable mid-sized firms)

U.S. CPA designation OR IRS Enrolled Agent (EA) designation  (non-negotiable requirement)

Strong cross-border U.S.

-Canada tax experience

Proven experience with buy-side and sell-side M&A transactions

Multistate tax experience (not just federal)

Strong knowledge of Microsoft Excel, PowerPoint, and Word

Ability to manage several projects simultaneously and meet tight deadlines

Intellectual curiosity and creativity in problem-solving

Flexibility and availability to meet client and business needs

Good judgment and decision-making abilities

Open-mindedness and commitment to continuous learning

Strong team spirit and ability to work collaboratively

Exceptional client service orientation and professionalism

Public practice background (not in-house/industry only)

Preferred:

Master in Tax (MTax) designation

Canadian CPA designation (strong asset for cross-border work)

Experience with international tax treaties and cross-border structuring

Background in private equity, investment holding companies, or family office clients

Generalist mindset with exposure to various private client mandates

Additional Information and Perks:

Competitive base salary: $128,000-$200,000 CAD (commensurate with experience)

Performance bonus: 7.5%-15% based on firm, business unit, and individual performance

Retirement savings plan with employer contribution matching (2% employee + 2% employer)

Four weeks vacation

Cell phone allowance

Hybrid work model: 3 days per week in-office (downtown Toronto, Bay Street location near Union Station)

Direct exposure to partners and senior leadership

Fast-track promotion opportunities for high performers

Collaborative, cross-functional team environment

Regular training sessions and continuous learning opportunities

Exposure to sophisticated, high-value cross-border transactions

Mentorship opportunities with junior team members

High-performance, results-driven environment with a team-first mentality

Work with Canada's most successful entrepreneurs, high-net-worth individuals, and family businesses

Long-term client relationships focused on holistic, strategic advisory

Mid-sized family-minded firm with strong emphasis on relationship building

Access to cutting-edge technologies and innovative working methods

Seniority level
Mid-Senior level

Employment type

Full-time

Job function
Finance

To apply , please submit your resume and cover letter. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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