There’s a point in tax where reviewing the return is only part of the job.
The more interesting questions tend to come before it, how should the business be structured, what happens when ownership changes, how do you preserve wealth, and what should the client do next?
This Tax Manager opportunity is with an established full-service CPA firm in Burlington working primarily with privately owned and entrepreneurial businesses. The tax practice covers compliance, planning, reorganizations, estate and succession work, M&A; and cross-border matters.
You’ll combine technical client work with leadership of the tax team, working closely with Partners while becoming a key point of contact for clients.
Why this role stands out:
Broad tax planning and compliance exposure
Corporate, personal and trust taxation
Corporate reorganizations
Estate and succession planning
M&A; and transaction-related tax work
CRA audits and dispute resolution
Direct relationships with business owners
Opportunity to mentor and develop tax staff
Close involvement with Tax Partners
RRSP matching
Company-paid health, dental and vision benefits
Nine Fridays off during July and August in lieu of tax season hours
Strong professional development and mentoring
What you’ll be doing:
Review T1, T2 and T3 tax returns
Review GST/HST and other indirect tax filings
Review T1134s, T106s and foreign affiliate reporting
Lead complex tax compliance and planning engagements
Advise clients on corporate reorganizations and tax-productive structures
Support mergers, acquisitions and other transactions




Become involved in estate and succession planning
Advise on cross-border tax matters
Handle CRA audit queries and assist with tax disputes
Identify tax planning opportunities across your client portfolio
Act as a primary point of contact for clients
Manage engagement budgets, workflow and deadlines
Review work completed by members of the tax team
Mentor, coach and develop junior and senior staff
Provide technical guidance internally
Work closely with Partners on more complex client matters
Contribute to improvements across the wider tax department
What they’re looking for:
Completion of the CPA In-Depth Tax Program
5–7+ years of Canadian public accounting experience
3–4+ years in a tax-focused position
Previous leadership experience within a CPA firm
Strong experience reviewing T1s, T2s and T3s
Strong knowledge of Canadian and Ontario taxation
Corporate tax planning experience
Experience with reorganizations, estate planning or succession work
Exposure to CRA audits and tax disputes
Experience with T1134/T106 or foreign reporting would be valuable
Comfortable managing clients directly
Experience mentoring and reviewing the work of staff
CaseWare, TaxPrep, CCH iFirm or similar software experience
Previous CPA firm/public accounting experience required
We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces. Even if this role isn’t the perfect fit, there’s a good chance we’ll have another opportunity that is.

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📌 Tax Manager (Ontario)
🏢 Distinct | North America
📍 Ontario