Tax Specialist - Family Office

Tax Specialist - Family Office

Location: Toronto

Work Model: Full time onsite

The Role

This role sits within a Family Office environment and focuses on delivering practical, high-quality tax support for High-Net-Worth individuals and their related entities. You'll work closely with the CFO and external advisors across multiple jurisdictions, supporting both ongoing tax compliance and complex planning initiatives.

Key Responsibilities

• Manage external tax advisors across multiple jurisdictions, ensuring work is delivered accurately, on time, and cost-effectively
• Support tax planning and execution of repatriation strategies, identifying withholding and tax exposure risks
• Partner with the CFO on Canadian and cross-border tax planning (inbound and outbound)
• Assist with special transactions including M&A, restructurings, and estate planning
• Review accounting records and financial reports for individuals, corporations, and partnerships
• Coordinate global tax compliance filings (Canada, US, and other jurisdictions)
• Manage correspondence with tax authorities, including audits and reconciliations
• Oversee tax compliance processes to ensure deadlines are consistently met
• Monitor tax developments relevant to High-Net-Worth individuals and private corporations

Qualifications

• CPA designation preferred
• 5+ years of experience in public accounting or industry
• Experience with corporate and individual tax
• Solid Canadian tax knowledge; US tax exposure is an advantage
• Experience advising individuals and corporations on income tax matters

What's in it for you?

• Competitive base salary $90K - $110K
• RRSP Matching
• Healthcare Benefits
• Vacation + Floater days over the festive season

Apply now!!