For a senior planning practitioner who wants to lead the practice day to day — the hardest files, the team and the standard of the work.
Lead the practice day to day — the hardest files, the team and the standard of the workBe in the room where decisions get made — founders deciding whether to sell, valuators defending a number, lawyers and US advisors working the structure with usComplex advisory work — reorganizations, s.55(2), amalgamations and wind-ups, cross-border, M&A;, tax modelling and CRA disputesHelp build what comes next — the team, the standards, and how the practice growsFour weeks' vacation, plus a December break — the office closes for the second half of DecemberLead the complex files: Lead our most complex reorganizations and transactions from steps to closing, under the Tax Principal's strategy and sign-offSecond review: Review the managers' and associates' work for technical soundness and defensibility before it goes to the Tax PrincipalMake the hard calls: Be the escalation point for technical and judgment questions, so the team isn't waiting on the Tax Principal for routine decisionsOwn the closing calendar: Own the closing calendar for our reorganizations. Admin support and our tracking tools handle the logistics and follow-ups;
you run a short weekly status with the team, spot the files at risk early, and make the calls that keep the monthly closing targets on trackLead and develop the team: Set clear expectations for managers and associates, give feedback that sticks, and help us hire and keep good peopleCoordinate the outside team: Work with clients' lawyers, valuators and accountants so the legal documents,



the elections and the books match the planClient relationships: Be a senior point of contact for key clients and their advisors, and handle the difficult conversations calmlyRaise the standard: Own our review standards, templates and checklists so quality doesn't depend on who's on the fileCPA designation (CA, CGA, or CMA legacy accepted)8+ years in Canadian tax, most of it planning and advisory workCPA In-Depth Tax Course completed, or a Master of Taxation (MTax)Strong command of the reorganization and planning rules: s.85, s.86, s.51, s.87 and s.88 (including the bump), s.84.1 and s.84(3), s.55(2) and safe income, PUC and ACB, QSBC and the capital gains exemption, the CDA and RDTOH, s.7 stock options, and estate freezes and trusts — attribution, TOSI and the 21-year ruleYou can work through a fact pattern you haven't seen before and land on a defensible answer. No two of our files are alike, and the rules rarely come one at a timeHands-on M&A; experience — tax due diligence, pre-sale reorganizations, deal structuring. Exposure to foreign affiliates and surplus is a solid assetExperience leading a team — reviewing their work, developing them, and owning their outputStrong project management across a portfolio — you keep many files moving toward firm deadlines and communicate status before anyone has to askAn owner's mindset: steady and self-directed — you own outcomes, make decisions, and raise issues earlyClear, calm communicator who can hold a room with clients, lawyers and valuatorsIn the office every day. Our office isn't reachable by transit, so a valid driver's licence and your own vehicle are required. Open to candidates relocating closer to Oakville
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📌 Senior Tax Manager (Winnipeg)
🏢 Cedar Group
📍 Winnipeg