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 perks

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-efficient 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.

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