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W3Global

Tax Principal

  • Oakville, ON, Canada

Full-time

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Job details

Job type
Full-time
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Experience
Minimum 12 years of public accounting tax experience.
Posting language
English
Posted

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.

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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

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Categories

  • Finance & Accounting
  • Management & Leadership
  • Consulting

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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