Senior Tax Associate
Top Benefits
About the role
We are seeking a highly detail-oriented and experienced Senior Tax Associate to join our client, a dynamic and growing family office. This role is ideal for a tax professional with a strong background in T3 (Trust), T2 (Corporate), and foundation tax filings, who thrives in a collaborative, high-integrity environment focused on preserving and growing generational wealth.
As a key member of the tax team, you will support all aspects of Canadian tax compliance and planning across a diverse portfolio that may include trusts, corporations, partnerships, charitable foundations, and high-net-worth individuals.
Key Responsibilities:
- Prepare and review T3 (Trust), T2 (Corporate), and T3010 (Charity/Foundation) tax returns in a timely and accurate manner.
- Assist with T1 filings for high-net-worth individuals and related parties as needed.
- Maintain up-to-date working papers and schedules for tax files, ensuring accuracy and readiness for review.
- Support tax planning initiatives, including estate planning, intergenerational transfers, and philanthropic structures.
- Liaise with external advisors, CRA, and legal professionals on tax-related matters.
- Stay current with changes in tax legislation and assess potential impacts to the family office and its entities.
- Provide mentorship or informal guidance to junior tax staff, if applicable.
Qualifications:
- 3–6 years of progressive tax experience, ideally from a public accounting firm, family office, or private wealth group.
- Strong proficiency in T3, T2, and foundation tax filings is essential.
- Solid understanding of Canadian personal and corporate tax legislation.
- Experience with tax software (e.g., TaxPrep, CaseWare, or equivalent).
- Excellent organizational skills with strong attention to detail.
- Discretion, integrity, and the ability to work with confidential and sensitive information.
Why Join Us:
- Opportunity to work closely with a sophisticated and multi-generational family office.
- Exposure to complex tax planning strategies and unique investment structures.
- Supportive and professional team environment that values integrity, accuracy, and discretion.
- Competitive compensation and benefits.
Interested? Apply today for immediate consideration.
About Robert Half
Robert Half, the world’s first and largest specialized talent solutions firm, connects opportunities at great companies with highly skilled job seekers. We offer contract, temporary and permanent placement solutions for roles in finance and accounting, technology, marketing and creative, legal, and administrative and customer support. Named to Fortune’s World’s Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®. Robert Half is traded on the New York Stock Exchange (symbol: RHI) and is a member of the S&P 500 index.
Senior Tax Associate
Top Benefits
About the role
We are seeking a highly detail-oriented and experienced Senior Tax Associate to join our client, a dynamic and growing family office. This role is ideal for a tax professional with a strong background in T3 (Trust), T2 (Corporate), and foundation tax filings, who thrives in a collaborative, high-integrity environment focused on preserving and growing generational wealth.
As a key member of the tax team, you will support all aspects of Canadian tax compliance and planning across a diverse portfolio that may include trusts, corporations, partnerships, charitable foundations, and high-net-worth individuals.
Key Responsibilities:
- Prepare and review T3 (Trust), T2 (Corporate), and T3010 (Charity/Foundation) tax returns in a timely and accurate manner.
- Assist with T1 filings for high-net-worth individuals and related parties as needed.
- Maintain up-to-date working papers and schedules for tax files, ensuring accuracy and readiness for review.
- Support tax planning initiatives, including estate planning, intergenerational transfers, and philanthropic structures.
- Liaise with external advisors, CRA, and legal professionals on tax-related matters.
- Stay current with changes in tax legislation and assess potential impacts to the family office and its entities.
- Provide mentorship or informal guidance to junior tax staff, if applicable.
Qualifications:
- 3–6 years of progressive tax experience, ideally from a public accounting firm, family office, or private wealth group.
- Strong proficiency in T3, T2, and foundation tax filings is essential.
- Solid understanding of Canadian personal and corporate tax legislation.
- Experience with tax software (e.g., TaxPrep, CaseWare, or equivalent).
- Excellent organizational skills with strong attention to detail.
- Discretion, integrity, and the ability to work with confidential and sensitive information.
Why Join Us:
- Opportunity to work closely with a sophisticated and multi-generational family office.
- Exposure to complex tax planning strategies and unique investment structures.
- Supportive and professional team environment that values integrity, accuracy, and discretion.
- Competitive compensation and benefits.
Interested? Apply today for immediate consideration.
About Robert Half
Robert Half, the world’s first and largest specialized talent solutions firm, connects opportunities at great companies with highly skilled job seekers. We offer contract, temporary and permanent placement solutions for roles in finance and accounting, technology, marketing and creative, legal, and administrative and customer support. Named to Fortune’s World’s Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®. Robert Half is traded on the New York Stock Exchange (symbol: RHI) and is a member of the S&P 500 index.