Senior Tax & Advisory Manager

Senior Tax & Advisory Manager

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About Us

Our client is a team of innovative problem solvers committed to providing an exceptional client experience. We support business owners with ambitious goals by supplying the structure, tools, resources, and expertise needed to help them succeed, ensuring every opportunity is realized. We prioritize meaningful relationships and lead with empathy, consistently surpassing expectations for entrepreneurs seeking support.

We are proud of our collaborative and forward‑thinking culture, leveraging technology to deliver outstanding service. We work with clients across a wide range of industries, including real estate, healthcare, consulting, and skilled trades. Our team is driven by personal and professional growth, and we foster an environment where every team member can thrive. We value honesty, teamwork, adaptability, and the Entrepreneurial Operating System (EOS), which guides alignment and continuous improvement across the firm.

Position Overview

The Senior Tax & Advisory Manager leads the tax and advisory function, overseeing departmental strategy, operations, and performance. This high‑level leadership role ensures quality control, supports major projects, and drives advisory excellence. Success in this position requires deep experience in Canadian tax and people management, with a strong focus on advisory service delivery, compliance, and team development.

Key Responsibilities

Department Leadership

• Provide strategic direction for the tax and advisory department.
• Ensure departmental goals support the broader firm strategy.
• Supervise the Accounting Manager and team, ensuring top‑quality work aligned with regulatory and internal standards.
• Partner with senior leadership on performance evaluations and professional growth.
• Champion the use of EOS tools and track/report departmental progress.

Quality Assurance

• Perform spot checks and quality reviews on department deliverables.
• Establish and maintain strong quality control processes to uphold firm standards.

Strategic & Operational Collaboration

• Work closely with the Operations Manager and COO to ensure departmental service delivery meets firm goals.
• Promote continuous improvement and innovation.
• Apply EOS methodologies to enhance operational effectiveness.

Client Relationship Management

• Maintain executive‑level relationships with key clients.
• Provide strategic guidance and address high‑level client concerns.
• Ensure exceptional client service across the department.

Staff Development & Training

• Mentor Tax & Advisory Leads and their teams.
• Identify training needs and create development opportunities to enhance departmental capabilities.

Budget & Financial Oversight

• Manage department budgeting in alignment with firm financial objectives.
• Partner with Tax & Advisory Leads to review engagement budgets and improve profitability.
• Collaborate with Operations to refine pricing and service models for competitiveness and departmental sustainability.

Qualifications

• Bachelor's degree in Accounting, Finance, or related discipline.
• 15+ years of accounting experience, with significant focus on advisory and management.
• 5+ years of leadership experience managing senior professionals.
• Exceptional communication and interpersonal skills.
• Strong analytical, strategic, and problem‑solving ability.
• Experience working with EOS is an asset.
• CPA designation preferred.

Why Join Us

• Flexible Work Environment: Work from Oshawa office, hybrid, or fully remote.
• Flexible hours to support work‑life balance.
• Collaborative culture grounded in compassion, teamwork, and continuous improvement.
• Competitive paid‑time‑off program.
• RRSP matching.
• Health Spending Account.
• Educational support program.
• Meaningful opportunity to contribute to firm growth — when we grow, you grow.

Job Details

• Job Type: Full‑time
• Compensation: $120,000‑$150,000 per year

Benefits

• Company events
• Dental care
• Flexible schedule
• Paid time off
• RRSP matching
• Tuition reimbursement

Requirements

• Education: Bachelor's degree (required)
• Experience: 10+ years in accounting with emphasis on advisory and management (required)
• Language: English (required)
• Licensing: Chartered Professional Accountant (CPA) designation preferred