ABOUT AUGUST GROUP
August Group is a boutique multi-family office providing integrated wealth planning, tax, estate, and family office services to high-net-worth individuals and families across Canada and the US, including professional athletes and their families.
THE ROLE
August Group is seeking a Tax Manager with strong Canadian private-company and owner-manager tax experience to join its Family Office team. Working closely with the Director, Tax, the successful candidate will manage and review the corporate, personal and trust tax compliance needs of our clients, identify tax issues and planning opportunities, and coordinate advisory projects with third-party tax and legal professionals. The ideal candidate will also work closely with our planning and investments team in reviewing the tax efficiency of investments. The role requires a proactive approach to tax planning, transaction support, and the ongoing management of our clients’ tax affairs.
This opportunity is particularly suited to a tax professional who has advised privately held businesses, entrepreneurs, shareholder managers and high-net-worth families. The successful candidate will understand that private-client planning requires an integrated view of the operating company, holding companies, individual shareholders, family trusts, and investment structures. Deep U.S. tax expertise is not required; however, given the cross-border nature of our families and athletes, an awareness of cross-border issues and ability to identify tax risks is an asset and there will be an opportunity for the candidate to build their knowledge further.
KEY RESPONSIBILITIES
- Manager and Review Canadian Tax Compliance for private corporations, holding companies and related entities, including T2 returns, schedules, elections and supporting documentation.
- Coordinate and review personal, trust and information-return filings that are connected to owner-manager and family structures. Monitor income tax instalments, balances owing, loss utilization and other corporate tax attributes.
- Work closely and manage third-party advisors on various owner-manager matters, including salary-versus-dividend planning, shareholder loans, corporate distributions, integration considerations and the use of holding companies.
- Work with third-party tax and legal professionals in overseeing corporate reorganizations and succession planning, including section 85 rollovers, section 86 reorganizations, estate freezes, share exchanges and tax-efficient ownership structures. Transaction support may also include lifetime capital gains exemption planning, and assisting with acquisitions, dispositions, financing arrangements, intercorporate dividends, capital reorganizations and other transactions involving privately held businesses.
- Review the tax implications of distributions, redemptions, and other transactions involving trusts, estates, corporations, and individual beneficiaries or shareholders.
- Support the analysis of Canada–U.S. and other international tax matters, with access to external specialists where required and research treaty, withholding-tax and cross-border considerations associated with investments, distributions and transactions.
- Review the tax due diligence for new and existing investments, including partnership, fund and private investment structures.
- Collaborate with investment, financial planning, finance and accounting teams to gather information and provide practical tax input.
- Monitor developments in Canadian private-company, owner-manager and international taxation and assess their relevance to August Group and its clients.
- Communicate technical tax matters clearly to clients, internal stakeholders and external advisors.
QUALIFICATIONS
- CPA designation or equivalent professional accounting qualification.
- Completion of, or progress toward, the CPA Canada In-Depth Tax Program is a strong asset.
- Approximately five or more years of relevant Canadian tax experience, ideally within public accounting, a family office or a tax advisory environment.
- Strong experience advising Canadian-controlled private corporations, owner-managed businesses, entrepreneurs and shareholder-managers.
- Practical knowledge of private-company planning, including section 85 rollovers, section 86 reorganizations, estate freezes, shareholder remuneration, capital dividend accounts, refundable tax regimes and qualified small business corporation planning.
- Strong working knowledge of Canadian corporate income tax, including experience preparing or reviewing T2 returns and related elections.
- Experience involving high-net-worth individuals, family groups, investment holding companies, trusts or estates is an asset.
- Working knowledge of Canada–U.S. cross-border or international tax concepts; specialized U.S. tax expertise is not required.
- Strong tax research, analytical and problem-solving skills, with excellent attention to detail.
- Advanced proficiency in Microsoft Excel and comfort working with complex financial and tax information.
- Excellent written and verbal communication skills, with the ability to translate technical tax concepts into practical recommendations for business owners and families.
- An interest in using technology and AI to improve tax processes, documentation and scalability.
WHAT WE ARE LOOKING FOR
- Technically strong professional whose experience is grounded in Canadian private-company and owner-manager taxation.
- Practical advisor who can connect corporate tax issues with the personal, trust, estate and investment considerations affecting the shareholder and family.
- Curious and commercially minded problem-solver who can work through unfamiliar or complex issues.
- A proactive, organized, and accountable individual who can manage multiple projects and deadlines.
- Collaborative communicator who can build effective relationships with clients, internal teams, and external advisors.
- Professional interest in expanding their exposure to cross-border, international, and investment-related tax matters.
WHY WORK AT AUGUST
- Competitive compensation that recognizes your contributions and impact.
- Comprehensive health and wellness benefits because your well-being matters.
- A rewarding retirement savings program to help you build for the future with confidence.
- Flexible vacation and time-off policies that support balance, rest, and personal priorities.
- Ongoing investment in your growth through learning opportunities, professional development, and career advancement support.
- An engaging, people-first culture with team events and experiences that foster connection, collaboration, and fun.
