Senior Manager, Wealth & Tax Advisory

Be part of something bigger. Build with us today — Now, for tomorrow.

At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow.

We are looking for a
Senior Manager - Wealth & Tax Advisory to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference for our clients, our communities, and one another.

Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.

As a Senior Manager, Wealth & Tax Advisory within our Wealth & Family Office team, you will play a central role in delivering high-impact advisory services to high-net-worth families and multigenerational clients. You will:

Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.

Partner closely with our financial planners to design integrated wealth, tax, and estate strategies.

Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer.

Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.

Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.

Compliance work mostly limited to reviewing Wealth & Family Office related clients.

Mentor, coach, and lead team members, contributing to the continued growth of the Wealth & Family Office practice.

CPA designation with a minimum of 8+ years of progressive Canadian tax experience

Deep technical knowledge of Canadian tax legislation, including experience advising high-net-worth individuals, and family enterprises, trusts, estates, and corporate groups.

Proven experience delivering high-quality advisory engagements and tax planning strategies.

Exceptional analytical, communication, and client relationship skills.

Career Growth opportunities

Competitive total compensation package including extended health care, dental and group life benefits

Family Benefits - parental leave top-up program for new parents

Matching RRSP plan

Health and wellness spending account.

Vacation (4 weeks per year) and personal days

Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues

An open-door culture promoting interaction with all staff levels, including partners

A fully stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year

Overtime meal and parking reimbursements

A smart casual dress code (client/day specific)

Client referral, employee referral, and vehicle purchase incentives

Many entertaining social events throughout the year

Toronto, ON

Permanent, Full-time

Monday to Friday

Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries, sectors and levels. Our total rewards philosophy is rooted in recognizing people s unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks, performance bonuses and flexible hybrid work.

When you join Baker Tilly, you become part of something bigger - an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you.

This job…