Senior Tax Specialist

Senior Tax Specialist – Family Office

Location: Toronto

Work Model: Full time onsite

The Role

This role sits within a Family Office environment and focuses on delivering practical, high-quality tax support for High‑Net‑Worth individuals and their related entities. You’ll work closely with the CFO and external advisors across multiple jurisdictions, supporting both ongoing tax compliance and complex planning initiatives.

• Manage external tax advisors across multiple jurisdictions, ensuring work is delivered accurately, on time, and cost‑effectively
• Support tax planning and execution of repatriation strategies, identifying withholding and tax exposure risks
• Partner with the CFO on Canadian and cross-border tax planning (inbound and outbound)
• Assist with special transactions including M&A, restructurings, and estate planning
• Review accounting records and financial reports for individuals, corporations, and partnerships
• Coordinate global tax compliance filings (Canada, US, and other jurisdictions)
• Manage correspondence with tax authorities, including audits and reconciliations
• Oversee tax compliance processes to ensure deadlines are consistently met
• Monitor tax developments relevant to High‑Net‑Worth individuals and private corporations

• CPA In‑Depth Tax Course completed or in progress, or a Master’s in Tax
• 6–7 years of experience in public accounting or industry
• Solid Canadian tax knowledge; US tax exposure is an advantage
• Experience advising individuals and corporations on income tax matters

• Competitive base salary $110 - 140K
• RRSP Matching
• Healthcare Benefits
• Vacation + Floater days over the festive season

Mid‑Senior level

Full‑time

Accounting/Auditing

Manufacturing and Financial Services