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Added 6 mins ago
NB
Senior Wealth Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…Wealth Management is an opportunity to join a high-performing investment advisory team focused on delivering an exceptional client experience. You will work closely with investment…
Added 6 mins ago
NB
Senior Wealth Associate
National Bank of Canada
Toronto, ON
- Full-time
…clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch…
Added 6 mins ago
NB
Senior Financial Planner
National Bank of Canada
Toronto, ON
- Full-time
high-net-worth clients and Investment Advisors. In this role, you will make a
Added 6 mins ago
NB
Wealth Associate
National Bank of Canada
Winnipeg, MB
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 6 mins ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 6 mins ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 hour ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 2 hours ago
Senior Consultant / Manager, Financial Advisory
Teneo
Toronto, ON
…build strategies that will most benefit their business and/or investment…
Added 2 hours ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
…build strategies that will most benefit their business and/or investment…
Added 5 hours ago
CL
Director, Client Relationships Eastern Canada
Canada Life
Halifax, NS
- Full-time
Build and maintain strong relationships with key clients, advisors, consultants, and industry stakeholders, acting as an executive sponsor for strategic relationships and complex client…
Added 5 hours ago
CL
Director, Client Relationships Eastern Canada
Canada Life
Toronto, ON
- Full-time
Build and maintain strong relationships with key clients, advisors, consultants, and industry stakeholders, acting as an executive sponsor for strategic relationships and complex client…
Added 5 hours ago
CL
Director, Client Relationships Western Canada
Canada Life
Winnipeg, MB
- Full-time
Build and maintain strong relationships with key clients, advisors, consultants, and industry stakeholders, acting as an executive sponsor for strategic relationships and complex client…
Added 6 hours ago
Director, Product Taxation
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Knowledge of financial institutions, benefit plans, group insurance products, investment products, and tax compliance matters, including the collection and administration of commodity taxes.
Added 7 hours ago
AW
Administrative Assistant
Adamson Wealth Group
Fonthill, ON
- Full-time
Previous experience supporting financial advisors or investment professionals.
Added 9 hours ago
TM
Associate Private Wealth Advisor
The Mirillion Group
Vancouver, BC
- $110,000 to $160,000 CAD / year
- Full-time
Coordinate advice across investment, tax, estate and insurance with clients' other professional advisors
Added 9 hours ago
TM
Senior Wealth Partner/Advisor
The Mirillion Group
Vancouver, BC
- $175,000 to $225,000 CAD / year
- Full-time
Most advisors at this level are working through a book of small accounts, a crowded client list or a product shelf they did not choose. This practice is built the opposite way. It is…
Added 9 hours ago
NB
Regional Administrative Manager
National Bank of Canada
Calgary, AB
- Full-time
…Regional Manager. You will work closely with regional leaders, advisors, Branch Administrators, and support teams to ensure operational excellence and a consistent employee experience. Our…
Added 9 hours ago
W
Data Analyst
Wiraa
Canada
- Full-time
…8,000 employees, we serve over four million clients and 25,000 advisors across Canada and the United States. Our portfolio includes insurance, savings, and wealth management products, and…
Added 11 hours ago
HW
Compliance Associate
Harbourfront Wealth Management
Canada
- Full-time
…administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront…
Added 11 hours ago
TA
Vice President, Finance & Tax
Thorek/Scott and Partners
Toronto, ON
- Full-time
Lead tax planning across personal, corporate, trust, foundation and investment structures, working with external advisors to implement tax-efficient strategies and oversee Canadian and U.S.…
Added 11 hours ago
W
Tax Principal
W3Global
Oakville, ON
- Full-time
Collaborate with lawyers, investment advisors, insurance specialists, and other professionals to deliver integrated planning solutions.
Added 13 hours ago
T
Wealth Insurance Advisor
TD
Markham, ON · Toronto, ON
- Full-time
areas focus on identifying new insurance opportunities, strengthening the relationship with developing Advisors and conserving and replacing existing business to retain client
Added 14 hours ago
D
Client Financial Services Agent
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 14 hours ago
IF
Associate Director, Canadian Equities
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
…the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth…
Added 15 hours ago
M
Strategic Marketing Manager
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
We’re looking for an outgoing, passionate, results-driven Strategic Marketing Manager to join the Manulife Insurance Marketing team. We're building deeper relationships with advisors, and…

W3Global

Tax Principal

Oakville, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 2026
Experience: Minimum 12 years of public accounting tax experience.
Posting language: English
Posted: Oct 28, 2026

Original job description

Key Responsibilities

Tax Planning & Advisory Leadership

Lead complex tax planning engagements for private companies, business owners, trusts, estates, and family office clients.
Design and oversee implementation of estate freezes, corporate reorganizations, succession planning strategies, trust structures, compensation planning, and wealth transfer solutions.
Provide strategic tax advice to high-net-worth families and multi-generational family enterprises.
Collaborate with lawyers, investment advisors, insurance specialists, and other professionals to deliver integrated planning solutions.
Monitor tax legislation and emerging developments, identifying opportunities and risks for clients and the firm.

Technical Excellence & Quality Control

Serve as a senior technical resource for complex Canadian tax matters.
Review and provide technical oversight on complex corporate, personal, trust, estate, and partnership tax returns.
Review tax provisions, tax disclosures, and income tax-related matters arising from assurance and financial statement engagements.
Prepare and review technical tax memoranda, planning reports, and tax research.
Support firm-wide tax quality control, risk management, and technical standards.

Leadership & Mentorship

Mentor and develop Tax Managers, Senior Managers, and emerging tax professionals.
Deliver internal tax training and technical education.
Promote a culture of technical excellence, collaboration, and continuous learning.
Support recruitment and growth of the firm's tax and family office teams.

Business Development & Client Growth

Identify tax planning opportunities within existing client relationships.
Support Partners and Family Office leaders in developing and expanding client relationships.
Contribute to the continued growth of the firm's Tax Advisory and Family Office practices.

Qualifications

CPA designation required.
Completion of, or significant progress toward, the CPA Canada In-Depth Tax Program.
Minimum 12 years of public accounting tax experience.
Strong expertise in private company taxation, owner-manager planning, trusts and estates, and corporate reorganizations.
Demonstrated experience with complex tax planning and advisory engagements.
Exceptional communication, relationship management, and leadership skills.
Passion for advising entrepreneurial families and helping clients achieve long-term business and family goals.

Apply About employer

More about this job

Responsibilities

Lead complex tax planning and advisory engagements for private companies, business owners, trusts, estates, and family office clients, while providing senior technical oversight and maintaining tax quality standards. Mentor tax professionals, support recruitment and training, and help grow client relationships and the firm’s Tax Advisory and Family Office practices.

Requirements

Requires a CPA designation, completion of or significant progress toward the CPA Canada In-Depth Tax Program, and at least 12 years of public accounting tax experience. Candidates should have strong expertise in private company taxation, owner-manager planning, trusts and estates, corporate reorganizations, complex tax advisory work, communication, relationship management, and leadership.

Skills

Canadian Tax Planning
Private Company Taxation
Owner-Manager Planning
Trusts And Estates
Corporate Reorganizations
Estate Planning
Succession Planning
Tax Advisory
Tax Research
Tax Return Review
Tax Quality Control
Risk Management
Leadership And Mentorship
Business Development
Family Office Advisory

Visa sponsorship

Not detected in the job text

Keywords

CPA Designation
CPA Canada In-Depth Tax Program
Public Accounting
Canadian Tax
Private Company Taxation
Owner-Manager Planning
Trusts
Estates
Corporate Reorganizations
Estate Freezes
Succession Planning
Trust Structures
Compensation Planning
Wealth Transfer
Family Office
High-Net-Worth Families
Tax Returns
Tax Provisions
Tax Disclosures
Tax Memoranda
Tax Research
Tax Quality Control
Risk Management
Tax Legislation
Business Development
Mentorship
Technical Training

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