Top Benefits
About the role
Overview At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world.
The KPMG Family Office, Cross Border Tax practice is a trusted advisor to high net worth individuals and their families, including owner managers, senior executives, athletes, and celebrities. We specialize in complex US and Canadian cross border tax matters, generational wealth transfer, and estate planning strategies. We are expanding and seeking tax professionals who are passionate about continuous learning, motivated by challenges, and enjoy resolving complex tax issues. Our specialized skills offer tax professionals exceptional career opportunities. We also offer a hybrid work arrangement for all, including candidates in the GTA and adjoining cities.
What You Will Do As a lead member of our team, you will work closely with partners and senior leadership on Canadian and US tax planning projects and compliance. The ideal candidate will demonstrate strong engagement skills, technical expertise and excellent communication skills.
- Planning and leading engagements including Canadian and US personal tax planning, estate planning, and tax compliance.
- Developing relationships with clients as their trusted advisor, understanding their needs, and providing tax solutions and planning strategies.
- Reviewing and/or preparing memos and other deliverables on complex US and Canadian tax matters by analyzing complex issues. Holding discussions with clients and their advisors on planning strategies relating to income tax, estate and other tax related matters.
- Collaborating with other practices and member firms to attract new work to the firm.
- Presenting at internal and external forums, contributing to the learning of the junior learning members by participating in delivering technical trainings.
What You Bring To The Role
- The ideal candidate will have a minimum of 6 years of experience in complex cross border Canada and US personal tax advisory and compliance, including gift and estate planning for high-net-worth individuals and shareholders.
- Additional assets include US and/or Canadian CPA designations, US EA, completion of the In-Depth Tax Course, and a TEP through the Society of Trust and Estate Practitioners.
- Strong research and writing skills, a commitment to professional and client service excellence,
- Competency with the Microsoft Office suite
Providing you with the support you need to be at your best Our Values, The KPMG Way Integrity , we do what is right | Excellence , we never stop learning and improving | Courage , we think and act boldly | Together , we respect each other and draw strength from our differences | For Better , we do what matters
KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.
Adjustments and accommodations throughout the recruitment process At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1-888-466-4778.
About KPMG
KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We have 273,000 outstanding professionals working together to deliver value in 143 countries and territories. With a worldwide presence, KPMG continues to build on our successes thanks to clear vision, defined values and, above all, our people.
Our industry focus helps KPMG firms’ professionals develop a rich understanding of clients' businesses and the insight, skills and resources required to address industry-specific issues and opportunities.
The independent member firms of the KPMG network are affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Each KPMG firm is a legally distinct and separate entity and describes itself as such.
Top Benefits
About the role
Overview At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world.
The KPMG Family Office, Cross Border Tax practice is a trusted advisor to high net worth individuals and their families, including owner managers, senior executives, athletes, and celebrities. We specialize in complex US and Canadian cross border tax matters, generational wealth transfer, and estate planning strategies. We are expanding and seeking tax professionals who are passionate about continuous learning, motivated by challenges, and enjoy resolving complex tax issues. Our specialized skills offer tax professionals exceptional career opportunities. We also offer a hybrid work arrangement for all, including candidates in the GTA and adjoining cities.
What You Will Do As a lead member of our team, you will work closely with partners and senior leadership on Canadian and US tax planning projects and compliance. The ideal candidate will demonstrate strong engagement skills, technical expertise and excellent communication skills.
- Planning and leading engagements including Canadian and US personal tax planning, estate planning, and tax compliance.
- Developing relationships with clients as their trusted advisor, understanding their needs, and providing tax solutions and planning strategies.
- Reviewing and/or preparing memos and other deliverables on complex US and Canadian tax matters by analyzing complex issues. Holding discussions with clients and their advisors on planning strategies relating to income tax, estate and other tax related matters.
- Collaborating with other practices and member firms to attract new work to the firm.
- Presenting at internal and external forums, contributing to the learning of the junior learning members by participating in delivering technical trainings.
What You Bring To The Role
- The ideal candidate will have a minimum of 6 years of experience in complex cross border Canada and US personal tax advisory and compliance, including gift and estate planning for high-net-worth individuals and shareholders.
- Additional assets include US and/or Canadian CPA designations, US EA, completion of the In-Depth Tax Course, and a TEP through the Society of Trust and Estate Practitioners.
- Strong research and writing skills, a commitment to professional and client service excellence,
- Competency with the Microsoft Office suite
Providing you with the support you need to be at your best Our Values, The KPMG Way Integrity , we do what is right | Excellence , we never stop learning and improving | Courage , we think and act boldly | Together , we respect each other and draw strength from our differences | For Better , we do what matters
KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.
Adjustments and accommodations throughout the recruitment process At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1-888-466-4778.
About KPMG
KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We have 273,000 outstanding professionals working together to deliver value in 143 countries and territories. With a worldwide presence, KPMG continues to build on our successes thanks to clear vision, defined values and, above all, our people.
Our industry focus helps KPMG firms’ professionals develop a rich understanding of clients' businesses and the insight, skills and resources required to address industry-specific issues and opportunities.
The independent member firms of the KPMG network are affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Each KPMG firm is a legally distinct and separate entity and describes itself as such.