About the Role
Director / Senior Tax Manager to join its expanding Tax Advisory Group. This is a senior leadership position responsible for delivering advanced tax planning strategies, managing complex client portfolios, and mentoring a large team of professionals.
The ideal candidate will have extensive experience in Canadian private company taxation, a proven track record in tax leadership, and the ability to collaborate effectively with partners and clients. This position offers the opportunity to contribute to firm-wide initiatives and help shape the direction of the tax practice..
Key Responsibilities
- Tax Advisory & Planning
- Deliver advanced tax planning and structuring strategies for privately held businesses and high-net-worth clients.
- Lead and oversee special tax projects, including reorganizations, estate and succession planning, and cross-border considerations.
- Provide practical, solutions-oriented advice that aligns with client objectives.
- Stay current on Canadian income tax legislation and evolving CRA compliance requirements.
Leadership & Mentorship
- Supervise and mentor a team of 15 tax professionals, fostering technical growth and professional excellence.
- Provide continuous feedback, conduct performance evaluations, and identify development opportunities for staff.
- Promote a collaborative team culture emphasizing accountability, communication, and learning.
- Support the training, onboarding, and recruitment of new tax professionals as the firm expands.
Client Relationship Management
- Serve as a trusted advisor to a portfolio of clients, offering strategic insights and proactive solutions.
- Maintain strong client relationships through responsive, high-quality service and communication.
- Collaborate with partners and other divisions to deliver integrated client solutions.
- Contribute to client business development and marketing of the tax practice.
Practice Management & Firm Development
- Contribute to the management and growth of the tax department, including internal process improvements and marketing initiatives.
- Ensure projects are completed efficiently, on budget, and in compliance with firm and professional standards.
- Represent the firm at networking, community, and professional events to strengthen brand visibility.
Minimum Qualifications
- CPA designation (Chartered Professional Accountant) in good standing
- Completion of the CICA In-Depth Tax Program (mandatory for senior-level tax planning)
- 10+ years of progressive experience in public practice, including at least 3+ years in a senior tax management capacity
- Advanced expertise in Canadian private company income tax
- Proven experience delivering complex tax planning strategies
- Proficiency in CaseWare, CaseView, and TaxPrep
- Strong leadership, communication, and client advisory skills
Ideal Background
- Experience with mid-sized firms such as DMCL, Smythe LLP, or similar
- Exposure to Big 4 private company tax groups
- Proven ability to manage both technical tax work and client relationships at a senior level
- Entrepreneurial mindset with the ability to balance business development and team leadership
Key Competencies
- Deep technical tax knowledge with strong analytical and problem-solving skills
- Collaborative leadership style with a commitment to mentorship and growth
- Excellent written and verbal communication abilities
- Strong organizational skills with the ability to manage multiple priorities
- High integrity, professionalism, and client-focused mindset