Senior Manager, Cross Border Tax, Family Office

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 helps high net worth individuals and their families with complex US and Canadian and multi-jurisdictional tax compliance and advisory issues.

We are growing and are looking for tax professionals who have a passion to learn, are motivated to embrace challenges and enjoy resolving complex tax issues and designing sophisticated income and estate tax planning strategies.

Please note that a hybrid work arrangement is an option for all, including candidates in the GTA and adjoining cities.

What you will do

As a lead member you will work on Canadian and US tax planning initiatives and compliance. Your organizational skills will enable you to direct the work of staff, including reviewing their work for accuracy and completeness.

Additionally, you will research and prepare tax-planning strategies for our clients. The ideal candidate enjoys the spotlight and sets the standard for staff, by providing ongoing support and opportunities for professional development.

• Plan and lead engagements including Canadian and US income tax planning, estate planning and tax compliance.
• Plan workflow and organize teams for the preparation of personal tax returns and review the work of staff for accuracy and completeness.
• Develop relationships, understand the needs of the client and work with them to provide tax solutions and planning strategies.
• Prepare memos by conducting tax research and analyzing complex issues.
• Provide ongoing support and mentoring for the professional development of staff.
• Work with other practices and member firms in attracting new work to the firm.

What you bring to the role

• Minimum 5 years of experience in dealing with complex cross border Canada and US personal tax compliance and advisory including gift and estate planning for HNW individuals and shareholders and providing solutions to HNW families as a trusted advisor.
• Ability to lead private client engagements and interact effectively with clients.
• US Professional Accounting designation (EA or US CPA) would be an asset.
• Canadian CPA is an asset.
• Completion of the In-depth Tax Course is an asset.
• Ability to provide persuasive and self-assured responses to challenging questions.
• Strong research and memo writing ability.
• Strong commitment to professional and client service excellence.
• Experienced in all facets of project management including team leadership, workflow management, team and client communication, documentation and managing financial metrics and profitability.
• Strong Microsoft Office software knowledge of Outlook, Word, Excel, PowerPoint etc.

Providing you with the support you need to be at your best

For more information about KPMG in Canada's Benefits and well-being, click here.

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.

For more information about Inclusion, Diversity & Equity in Recruitment, please click here.

Adjustments and accommodations throughout the recruitment process

At KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us.

We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best.

Adjustments (an informal request), extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), accessible communication supports or technology aids are tailored to individual needs and role requirements.

To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing or by calling 1-888-466-4778, Option 3.

For information about accessible employment at KPMG, please visit our accessibility page.