Our Client:

Our client is a prestigious Business and Family Office firm with nearly 100 years of experience advising at the intersection of family and business. With a 600-person multidisciplinary team across Canada and the U.S., they provide integrated strategic advisory services to Canada's most successful entrepreneurs, private clients, business owners, and business families. Their holistic approach spans tax, audit, restructuring, risk management, wealth management, and family office services, helping clients achieve sustainable success and shape their legacy across generations.

Principal Tasks and Responsibilities Include:

Cross-Border Tax Advisory & Transactions:

• Participate with senior managers, vice presidents, and partners on buy-side and sell-side cross-border transactions
• Lead and assist on cross-border corporate and high-net-worth individual personal tax planning initiatives
• Provide strategic U.S. tax advisory services with a focus on private clients and family businesses (70% advisory, 30% compliance)

Technical Expertise:

• Research U.S. tax issues, interpret and apply U.S. federal and state tax legislation
• Research and interpret international tax treaties, particularly U.S.-Canada tax treaty provisions
• Review and prepare U.S. corporate, partnership, trust, and individual federal and state tax returns
• Advise on multistate tax matters and complex cross-border tax structuring

Leadership & Team Development:

• Participate in regular training sessions with all team members
• Provide training and mentorship to junior team members
• Collaborate with cross-functional teams including Canadian Tax, Family Office Services, Wealth Management, and Business Valuation
• Manage multiple complex engagements simultaneously while meeting tight deadlines

Client Engagement:

• Serve as a trusted advisor to high-net-worth individuals and private businesses on U.S. tax matters
• Build and maintain strong client relationships with a focus on long-term strategic planning
• Represent the firm in client meetings and contribute to business development initiatives

Qualifications and Pre-requisites:

Required:

• Minimum 5-8 years of relevant experience in U.S. tax advisory and/or tax compliance with a strong focus on private clients (Big Four or reputable mid-sized firms)
• U.S. CPA designation OR IRS Enrolled Agent (EA) designation (non-negotiable requirement)
• Strong cross-border U.S.-Canada tax experience
• Proven experience with buy-side and sell-side M&A transactions
• Multistate tax experience (not just federal)
• Strong knowledge of Microsoft Excel, PowerPoint, and Word
• Ability to manage several projects simultaneously and meet tight deadlines
• Intellectual curiosity and creativity in problem-solving
• Flexibility and availability to meet client and business needs
• Good judgment and decision-making abilities
• Open-mindedness and commitment to continuous learning
• Strong team spirit and ability to work collaboratively
• Exceptional client service orientation and professionalism
• Public practice background (not in-house/industry only)

Preferred:

• Master in Tax (MTax) designation
• Canadian CPA designation (strong asset for cross-border work)
• Experience with international tax treaties and cross-border structuring
• Background in private equity, investment holding companies, or family office clients
• Generalist mindset with exposure to various private client mandates

Additional Information and Perks:

Compensation:

• Competitive base salary: $128,000-$200,000 CAD (commensurate with experience)
• Performance bonus: 7.5%-15% based on firm, business unit, and individual performance
• Retirement savings plan with employer contribution matching (2% employee + 2% employer)
• Four weeks vacation
• Cell phone allowance

Work Environment:

• Hybrid work model: 3 days per week in-office (downtown Toronto, Bay Street location near Union Station)
• Direct exposure to partners and senior leadership
• Fast-track promotion opportunities for high performers
• Collaborative, cross-functional team environment

Professional Development:

• Regular training sessions and continuous learning opportunities
• Exposure to sophisticated, high-value cross-border transactions
• Mentorship opportunities with junior team members

Culture:

• High-performance, results-driven environment with a team-first mentality
• Work with Canada's most successful entrepreneurs, high-net-worth individuals, and family businesses
• Long-term client relationships focused on holistic, strategic advisory
• Mid-sized family-minded firm with strong emphasis on relationship building
• Access to cutting-edge technologies and innovative working methods

To apply, please submit your resume and cover letter. We thank all applicants for their interest; however, only those selected for an interview will be contacted.