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Senior Tax Analyst, UHNW and Cross-border Services

Senior Tax Analyst, UHNW and Cross-border Services

The Mason Group Inctoronto, ontario, Canada
24 days ago
Job type
  • Full-time
Job description

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.
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    Senior Tax Analyst, UHNW and Cross-border Services • toronto, ontario, Canada