Senior Manager, Wealth & Tax Advisory

Overview

Be part of something bigger. Build with us today — Now, for tomorrow. At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow. 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. 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. Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.

Responsibilities

• Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.
• 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.
• Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.
• Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.
• Compliance work mostly limited to reviewing Wealth & Family Office related clients.
• Mentor, coach, and lead team members, contributing to the continued growth of the Wealth & Family Office practice.

Qualifications

• 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.
• Proven experience delivering high-quality advisory engagements and tax planning strategies.
• Exceptional analytical, communication, and client relationship skills.

What’s in it for you?

• Career growth opportunities
• Competitive total compensation package including extended health care, dental and group life benefits
• Family benefits - parental leave top-up program for new parents
• Matching RRSP plan
• Annual bonus program
• Health and wellness spending account
• Vacation (4 weeks per year) and personal days
• Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues
• An open-door culture promoting interaction with all staff levels, including partners
• A fully stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
• Overtime meal and parking reimbursements
• A smart casual dress code (client/day specific)
• Client referral, employee referral, and vehicle purchase incentives
• Many entertaining social events throughout the year

Where you’ll work: Toronto, ON

Job type: Permanent, Full-time

Your schedule: Monday to Friday

Salary range: $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. Our total rewards philosophy is rooted in recognizing people\'s unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks, performance bonuses and flexible hybrid work. For more information on our Total Rewards click here.

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. If you’re ready to make an impact, we’re ready to meet you.

This job posting is for a newly created role within our organization. This position has been established to support our growth, and we are excited to welcome a new team member to help us achieve our goals.

If you are selected for an interview, we will contact you directly via email. All virtual interviews will be conducted exclusively on Microsoft Teams. We will never request additional personal information such as bank details or other sensitive data.

Baker Tilly is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. 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. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.

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