There’s a point in tax where reviewing the return is only part of the job.The more engaging 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 exposureCorporate, personal and trust taxationCorporate reorganizationsEstate and succession planningM&A; and transaction-related tax workCRA audits and dispute resolutionDirect relationships with business ownersOpportunity to mentor and develop tax staffClose involvement with Tax PartnersRRSP matchingCompany-paid health, dental and vision benefitsNine Fridays off during July and August in lieu of tax season hoursStrong professional development and mentoringWhat you’ll be doing:Review T1, T2 and T3 tax returnsReview GST/HST and other indirect tax filingsReview T1134s, T106s and foreign affiliate reportingLead complex tax compliance and planning engagementsAdvise clients on corporate reorganizations and tax-efficient structuresSupport mergers,



acquisitions and other transactionsBecome involved in estate and succession planningAdvise on cross-border tax mattersHandle CRA audit queries and assist with tax disputesIdentify tax planning opportunities across your client portfolioAct as a primary point of contact for clientsManage engagement budgets, workflow and deadlinesReview work completed by members of the tax teamMentor, coach and develop junior and senior staffProvide technical guidance internallyWork closely with Partners on more complex client mattersContribute to improvements across the wider tax departmentWhat they’re looking for:Completion of the CPA In-Depth Tax Program5–7+ years of Canadian public accounting experience3–4+ years in a tax-focused positionPrevious leadership experience within a CPA firmStrong experience reviewing T1s, T2s and T3sStrong knowledge of Canadian and Ontario taxationCorporate tax planning experienceExperience with reorganizations, estate planning or succession workExposure to CRA audits and tax disputesExperience with T1134/T106 or foreign reporting would be valuableComfortable managing clients directlyExperience mentoring and reviewing the work of staffCase Ware, Tax Prep, CCH i Firm or similar software experiencePrevious CPA firm/public accounting experience requiredWe 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 (Burlington)
🏢 Distinct | North America
📍 Burlington