bakertillywm

bakertillywm

Senior Manager, Wealth & Tax Advisory

Toronto, Ontario · Senior · Full-time

Sponsorship not specified$130k-$170kDetected 20 days ago
AccessibilityAccountingTaxCompensationLeadershipCommunicationCollaboration

About the role

  • As a Senior Manager, Wealth & Tax Advisory within our Wealth & Family Office team, you will play a central role in delivering high-impact advisory services to high-net-worth families and multigenerational clients.
  • Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.
  • Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.

Responsibilities

  • Build with us today - Now.
  • Baker Tilly is a leading advisory and accounting firm dedicated to building better futures.
  • Here, you'll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference for our clients, our communities, and one another.
  • Partner closely with our financial planners to design integrated wealth, tax, and estate strategies.
  • Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer.
  • Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.
  • Mentor, coach, and lead team members, contributing to the continued growth of the Wealth & Family Office practice.

Requirements

  • CPA designation with a minimum of 8+ years of progressive Canadian tax experience.
  • Deep technical knowledge of Canadian tax legislation, including experience advising high-net-worth individuals, and family enterprises, trusts, estates, and corporate groups.

Skills

  • All decisions are made by a human recruiter.
  • Ready to Apply?
  • All virtual interviews will be conducted exclusively on Microsoft Teams.
  • Baker Tilly is dedicated to fostering, supporting and celebrating a diverse workplace.
  • Accommodation is available to all applicants upon request throughout our recruitment and selection process.
  • All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.
  • Exceptional analytical, communication, and client relationship skills.

Compensation

  • $130,000 - $170,000 per annum
  • Baker Tilly is fair and competitive when it comes to rewarding our people.
  • We regularly benchmark across a variety of positions, industries, sectors and levels.
  • Along with a competitive base salary we offer comprehensive benefits and perks, performance bonuses and flexible hybrid work.
  • When you join Baker Tilly, you become part of something bigger-an ambitious, forward-thinking company that puts people first.
  • Ideas matter, perspectives count, and every contribution builds a stronger future.

Company info

  • We are looking for a Senior Manager, Wealth & Tax Advisory to join our team - bring your ambition and shape what comes next.
  • Be part of something bigger.
  • At Baker Tilly, we care about the impact you make.
  • We are looking for a Senior Manager, Wealth & Tax Advisory to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next.

This listing is sourced directly from bakertillywm's careers page and normalized into a canonical job model.