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Job Description & How to Apply Below
Base Pay Range
CA$/yr - CA$/yr
Our Client
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 family businesses. 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
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)
Technical Expertise:
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
Leadership & Team Development:
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
Client Engagement:
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
Compensation
Competitive base salary: CA $128,000‑200,000 (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
Work Environment
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
Professional Development
Regular training sessions and continuous learning opportunities
Exposure to sophisticated, high‑value cross‑border transactions
Mentorship opportunities with junior team members
Culture
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
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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