Senior Tax Manager

• Excellent work life balance and culture
• Fantastic CFO (boss) that will act as a mentor
• Flexible environment
• Excellent benefits
• CPA dues covered

• Key Responsibilities:
  • Work closely with the CFO and principal on all tax related matters
  • Stay updated on tax law changes and evaluate their implications for the family office's financial strategies.
  • Prepare reports and communications for family members and stakeholders regarding tax matters.

• Tax Compliance:
  • Collaborate with external tax advisors and legal counsel as needed to ensure compliance and to leverage opportunities.
  • Coordination and review of complex tax returns for individuals, corporations, trusts, and partnerships in multi jurisdictions (Canada/US)
  • Review and coordinate with external advisors to ensure the timely filing of Canadian corporate (T2), trust (T3), and partnership (T5013) tax returns for all family entities.
  • Review and coordinate with external advisors to ensure the timely filing of all US tax returns.
  • Other regulatory filings in other jurisdictions as needed.

• Tax Planning:
  • Providing tax advice on all transactions and reorganizations
  • Lead tax planning initiatives to optimize the family office’s tax position
  • Advise on the optimal structure for new projects and acquisitions.
  • Monitor cross-border transactions, financing and intercompany balances and advise on tax planning opportunities to optimize tax positions and minimize risk.
• Maintenance of Corporate Records:
  • Maintain a library of tax documents
  • Prepare "memos to file" for reorganizations and other ad hoc transactions.
  • Maintain and update legal entity organizational charts for all family entities.
  • Collaborate with external legal counsel to ensure all transactions are properly documented and executed in a timely manner
  • Ability to work with finance team on tax related matters and assist with journal entries, balancing and reconciliations for tax transactions.
• Audit Defence:
  • Managing CRA audits and inquiries from tax authorities and serve as primary point of contact

About You

• CPA designation or equivalent.
• Completion of In-depth tax course or Mtax considered an asset
• Minimum of 8 years of experience in tax planning and compliance, preferably in a family office, private equity, or a similar environment.
• In-depth knowledge of US and Canadian tax laws, regulations, and compliance requirements.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively liaise with family members and advisors.
• Detail-oriented with strong organizational skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• High level of integrity, professionalism, and discretion in managing sensitive financial information.
• Strong communication skills, both written and verbal, with the ability to interact effectively with principal, advisors, and external stakeholders.

Salary Range

$155,000 - $175,000 / year

How to Apply
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You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer:
Unless…