Senior Tax Analyst, UHNW and Cross-border Services
Employment Type
Permanent
Location
Toronto, Ontario
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Job Description :
Our client is a prominent multi-family office specializing in ultra-high-net-worth families. They provide tailored services across portfolio management and tax planning. They are seeking a candidate to join their tax advisory team to manage compliance and planning for their clientele. Experience with complex structures and high-net-worth clients is preferred.
Responsibilities of the Senior Tax Analyst is as follows :
- Work with external partners to obtain necessary documentation for Canadian and US tax filings.
- Coordinate with internal teams to gather documentation for effective tax planning and compliance.
- Analyze investment products and assess their suitability for clients' tax strategies.
- Stay informed on tax regulation changes and evaluate their impact on clients.
- Support the Tax Director in providing guidance on wealth transfer, asset protection, and estate planning.
- Communicate tax strategies and advice effectively to clients.
TMGNY
Job Requirements :
Bachelor's degree in accounting, finance, or related field; CPA or equivalent certification required.Experience in Canadian personal, corporate, and trust taxes, ideally in a Big 4 / Mid-tier firm, with a focus on shareholder-manager tax.4+ years of Canadian tax compliance, planning, and international tax experience, particularly with UHNW families and complex structures. US / State tax awareness a plus.Strong analytical, research, and detail-oriented skills for interpreting complex financial data.Apply