Senior Manager, Wealth & Tax Advisory

Senior Manager - Wealth & Tax Advisory (Wealth & Family Office team)

Responsibilities

• Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.
• Partner closely with financial planners to design integrated wealth, tax, and estate strategies.
• Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer.
• Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.
• Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.
• Lead compliance work related to Wealth & Family Office clients.
• Mentor, coach, and lead team members, contributing to the continued growth of the practice.

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