Senior Manager, Wealth Advisory at Baker Tilly

Step into a key leadership role at Baker Tilly as a Senior Manager in Wealth & Tax Advisory in Vancouver. Make a lasting impact by guiding high-net-worth families through complex tax strategies.

This senior position calls for a CPA and at least 8 years of tax advisory experience, where you'll play an essential role in our Wealth & Family Office team. You will provide tailored tax planning services and work collaboratively with financial planners to develop integrated wealth strategies. Your ability to build strong client relationships while mentoring junior staff will drive our continued growth.

Key Responsibilities:

• Provide high-level tax planning services for complex structures

• Partner with financial planners to craft comprehensive wealth strategies

• Guide compliance work primarily focused on family office clients

• Develop client relationships as a trusted advisor

• Lead and mentor team members to foster their growth

Requirements:

• CPA with a minimum of 8 years in Canadian tax

• In-depth knowledge of tax legislation affecting high-net-worth clients

• Experience in advisory services and strategic planning

• Excellent relationship management and coaching skills

• Strong analytical capabilities and attention to detail

Utilize your expertise in tax strategy and leadership at Baker Tilly to foster client success.
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