Senior Manager - Wealth & Tax Advisory (Wealth & Family Office team)

Responsibilities

- Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.
- Partner closely with financial planners to design integrated wealth, tax, and estate strategies.
- Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer.
- Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.
- Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.
- Lead compliance work related to Wealth & Family Office clients.
- Mentor, coach, and lead team members, contributing to the continued growth of the practice.

Qualifications

- CPA designation with a minimum of 8+ years of progressive Canadian tax experience.
- Deep technical knowledge of Canadian tax legislation, including experience advising high-net-worth individuals, family enterprises, trusts, estates, and corporate groups.
- Proven experience delivering high-quality advisory engagements and tax planning strategies.
- Exceptional analytical, communication, and client relationship skills.

Perks

Career & Growth Opportunities

- Clear career progression and advancement opportunities.
- Ongoing professional development, including paid courses, certification and membership dues.

Compensation & Total Rewards

- Competitive total compensation package including extended health care, dental and group life benefits.
- Annual bonus program.
- Matching RRSP plan.

Family & Flexibility

- Hybrid workdays.




- Parental leave top‑up program to support growing families.
- Generous vacation (4 weeks annually).
- Personal days.

Health & Wellness

- Health and wellness spending account.
- Convenient access to virtual healthcare, including online physician consultations when needed.

Work Environment & Perks

- Collaborative, open‑door culture with direct access to leadership.
- Fully stocked kitchen with snacks, coffee and seasonal treats.
- Smart casual dress code (client/day specific).
- Regular team events and social activities throughout the year.

Everyday Support

- Monthly transit or parking reimbursement.
- Monthly reimbursement for smartphone fees.
- Overtime meal and parking reimbursements.

Additional Incentives

- Client referral, employee referral.
- Vehicle purchase incentives.

Location: Toronto, ON

Job type: Full‑time

Schedule: Monday to Friday

Salary range: $130,000 - $170,000 per annum

Baker Tilly is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non‑merit factors.

Baker

Tilly is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.

📌 Senior Manager, Wealth & Tax Advisory (Toronto)
🏢 Baker Tilly Canada
📍 Toronto