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

Permanent, Full-time

Monday to Friday

$130,000 - $170,000 per annum.

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.

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