Lead private tax planning at EY, advising high net worth clients on estate strategies and domestic and cross-border tax matters in Toronto.
As a Tax Manager in EY’s Private Tax practice, you will advise private organizations, business owners, and individuals. You will recommend and implement strategies aligned with client objectives. Your work spans estate, wealth transfer, postmortem, asset protection, and philanthropic planning.
Key Responsibilities:
- Identify planning opportunities and explain transaction income tax implications
- Research planning and compliance issues using online sources
- Review personal, corporate, and trust tax returns
- Liaise with legal counsel and tax authorities
- Prepare tax election forms and manage compliance seasons
Requirements:
- Undergraduate or graduate degree in accounting or related field
- Five or more years of relevant tax experience
- Canadian CPA designation
- Excellent written and verbal communication skills
- Organization, time management, and teamwork abilities
Use private tax, estate planning, and client advisory expertise to support EY clients through complex tax matters.
📌 Private Tax Manager Estate Planning (Toronto)
🏢 EY
📍 Toronto