Tax Advisory/Planning/Reorganizations Manager - Public Practice

Our client, a growing mid-sized public practice firm in Calgary, is seeking an experienced and motivated Tax Manager to service a growing private client base's specialty tax needs on a permanent full-time basis. This role will focus on tax planning, advisory, re-organizations, as well as reviewing tax return preparation and compliance, for a diverse range of high net-worth individuals and private businesses.

This position will offer a flexible start date, to allow for an extended notice period, but would start interviewing right away.

Our client offers:

• flexible working arrangements (including a hybrid work arrangement);
• work/life balance;
• strong health benefits, health spending account & other perks;
• exceptionally flexible vacation/time off policy;
• support for CPA dues & professional development;
• bonuses based on individual and team performance;
• free parking!

Responsibilities:

• Lead the design and execution of tax planning strategies tailored to the individual financial situations of our private clients.
• Advise private clients, partnerships, and corporations in the reorganization and restructuring processes to achieve optimized tax efficiency.
• Develop detailed tax projections and future tax plans using current and proposed financial data.
• Stay updated with the latest changes to tax laws and regulations to provide accurate advice and safeguard compliance.
• Collaborate with team members to identify solutions to complex technical tax issues.
• Communicate tax strategies and potential tax implications effectively during client meetings.
• Cultivate existing client relationships while pursuing new business opportunities.

Qualifications:

• A Chartered Professional Accountant designation.
• CPA In-Depth Taxation program completed or in progress - consideration will be given for years of Tax experience and planning to enroll
• Minimum of 2 years of post- designation experience in tax advisory and planning, preferably in a public practice setting.
• Previous experience dealing with private clients is essential.
• Deep understanding of the Canadian Income Tax Act as well as experience in entity reorganizations.
• Ability to work under pressure, manage multiple client engagements, and meet tight deadlines.
• Strong interpersonal and communication skills.
• Proven leadership skills and experience in coaching.

If this sounds like a good match for you, please apply with your resume right away! The interview process will begin in November 2026, but the start date could be flexible for the right candidate.