Senior Tax Associate (Family Office) (Ontario)

Senior Tax Associate (Family Office) (Ontario)

21 Sep
|
BJRC Recruiting
|
Ontario

21 Sep

BJRC Recruiting

Ontario

Our client is a well-established private family office in the Greater Toronto Area seeking a Senior Tax Associate to join its growing tax team.

This is an excellent opportunity for a tax professional currently working in public accounting who is looking to make their first move into industry while continuing to work on sophisticated and varied tax matters.

The role offers exposure to a broad range of corporate, personal, trust and high-net-worth tax matters, with a meaningful balance of compliance, tax planning, research and advisory work. The successful candidate will work closely with senior tax professionals and other internal stakeholders in a collaborative, high-performing environment.

Responsibilities

Assist with corporate income tax compliance for private holding, investment and operating companies

Prepare and review personal and trust income tax returns

Support tax planning for private corporations, shareholders, trusts and high-net-worth individuals

Assist with estate, succession and wealth-transfer planning initiatives

Research Canadian and international tax matters and prepare technical summaries and memoranda

Support responses to tax authority inquiries and audits

Coordinate with external tax, legal and other professional advisors





Monitor tax filing requirements, deadlines and legislative developments

Participate in special projects and broader tax planning initiatives

Ideal Candidate

Approximately 3–5 years of progressive tax experience, ideally within a public accounting firm

Experience within Private Client Services, Private Company, High-Net-Worth, Owner-Managed Business or a similar tax practice

CPA designation completed or nearing completion

Exposure to corporate and personal tax compliance

Trust and estate tax experience is an asset, but not required

Enrollment in or an interest in completing the CPA In-Depth Tax Program is an asset

Strong analytical, research and communication skills

Highly motivated, intellectually curious and comfortable working within a small, high-performing team

Interested in developing a broad tax skill set rather than specializing narrowly in one area

This is particularly well suited to a strong Senior Associate who enjoys technically engaging tax work but is looking for broader exposure, closer involvement in decision-making and a long-term path outside public accounting.

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📌 Senior Tax Associate (Family Office) (Ontario)
🏢 BJRC Recruiting
📍 Ontario

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