Key Responsibilities
Tax Planning & Advisory Leadership
- Lead complex tax planning engagements for private companies, business owners, trusts, estates, and family office clients.
- Design and oversee implementation of estate freezes, corporate reorganizations, succession planning strategies, trust structures, compensation planning, and wealth transfer solutions.
- Provide strategic tax advice to high-net-worth families and multi-generational family enterprises.
- Collaborate with lawyers, investment advisors, insurance specialists, and other professionals to deliver integrated planning solutions.
- Monitor tax legislation and emerging developments, identifying opportunities and risks for clients and the firm. Technical Excellence & Quality Control
- Serve as a senior technical resource for complex Canadian tax matters.
- Review and provide technical oversight on complex corporate, personal, trust, estate, and partnership tax returns.
- Review tax provisions, tax disclosures, and income tax-related matters arising from assurance and financial statement engagements.
- Prepare and review technical tax memoranda, planning reports, and tax research.
- Support firm-wide tax quality control, risk management, and technical standards. Leadership & Mentorship




- Mentor and develop Tax Managers, Senior Managers, and emerging tax professionals.
- Deliver internal tax training and technical education.
- Promote a culture of technical excellence, collaboration, and continuous learning.
- Support recruitment and growth of the firm's tax and family office teams. Business Development & Client Growth
- Identify tax planning opportunities within existing client relationships.
- Support Partners and Family Office leaders in developing and expanding client relationships.
- Contribute to the continued growth of the firm's Tax Advisory and Family Office practices. Qualifications
- CPA designation required.
- Completion of, or significant progress toward, the CPA Canada In-Depth Tax Program.
- Minimum 12 years of public accounting tax experience.
- Robust expertise in private company taxation, owner-manager planning, trusts and estates, and corporate reorganizations.
- Demonstrated experience with complex tax planning and advisory engagements.
- Exceptional communication, relationship management, and leadership skills.
- Passion for advising entrepreneurial families and helping clients achieve long-term business and family goals.

📌 Tax Principal (Oakville)
🏢 W3Global
📍 Oakville