Senior Manager, Family Office Cross Border Tax

Plan and lead engagements for Canadian and US income tax planning, estate planning, and tax compliance.,Plan workflow and organize teams for personal tax return preparation and review staff work for accuracy.,Develop client relationships and provide tax solutions and planning strategies.,Prepare memos and other deliverables through tax research and complex issue analysis.,Collaborate with other practices to attract new work.,Minimum 6 years of experience in cross-border Canada and US personal tax advisory and compliance, including gift and estate planning for HNW individuals and shareholders.,Ability to lead private client engagements and interact effectively with clients.,Experienced in all facets of project management including team leadership, workflow management, team and client communication, documentation, and managing financial metrics and profitability.

Canadian CPA or US Professional Accounting designation (EA or US CPA) would be an asset.,Completion of the In-depth Tax Course is an asset.,Having obtained a TEP through the Society of Trust and Estate Practitioners (or are currently enrolled in the program) is an asset.

Comprehensive health and dental benefits, wellness subsidies, personal care days, retirement pension plans, flexible work arrangements, and extensive professional development support.