Explore a rewarding career as a Senior Manager in Wealth & Tax Advisory at Baker Tilly. Be part of a dedicated team providing expert advisory services to high-net-worth families and clients with sophisticated financial needs.
This role requires advanced knowledge of Canadian taxation and a passion for helping clients navigate their wealth strategies. You will lead initiatives in tax optimization, estate planning, and client relationship management, contributing to the sustainable growth of the Wealth & Family Office practice.
Key Responsibilities:
• Deliver advanced tax and planning advisory services
• Collaborate with financial planners and clients on wealth management
• Support corporate reorganizations and succession plans
• Foster strong client relationships as a trusted advisor
• Mentor team members and contribute to practice growth
Requirements:
• CPA designation with 8+ years of tax advisory experience
• Strong grasp of Canadian tax legislation
•...