Private Client Tax Manager | Wealth & Succession Strategy
Rsm Canada Llp
RSM Canada LLP is seeking a dynamic Tax Manager for its Private Client Services practice in Canada. The role focuses on advising business owners and high-net-worth families, overseeing engagements, and coordinating with specialists to minimize taxes and grow client relationships.The position supports hybrid work arrangements, with offices and client needs guiding in-person collaboration. A CPA is required, plus 4+ years in public accounting with tax focus.
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Private Client Tax Manager | Wealth & Succession Strategy in Winnipeg, MB vacancy
- RSM US LLP is seeking a Tax Manager to join our Private Client Services practice in Canada. You will advise business owners on tax opportunities, manage engagements across partnerships, corporations, and trusts, and mentor staff while collaborating with cross-functional teams...Private clientPrivate practiceFlexible hours
RSM US LLP
Winnipeg, MB1 hour ago - Private client taxation leads this Tax Manager role at RSM, with hybrid work aligned to an RSM office and client needs. Advise business owners and high net worth families across complex tax requirements.RSM’s Private Client Services practice seeks a Tax Manager serving nationally...Private clientPrivate practiceWork at office
RSM Canada
Winnipeg, MB1 hour ago - ...initiatives in Toronto using P&L management, quantitative analysis, and scenario planning. Support TD Wealth leadership through integrated... ...and priority execution across Private Wealth Management. Partner... ...relevant business management or strategy experienceStrong financial and...SuggestedWork at office
The Toronto-Dominion Bank (Canada)
Winnipeg, MB1 hour ago - Lead private client tax strategy at RSM, advising business owners and high net worth families through complex planning and compliance matters.RSM’s Private Client Services practice seeks a Tax Senior Manager to advise clients across local and international operations. You will...Private clientPrivate practiceLocal area
RSM Canada
Winnipeg, MB1 hour ago - .../04/2026Address: 1250 boul Rene Levesque OuestJob Family Group: Wealth Sales & ServiceThe successful candidate will work in partnership with two or three Investment Counsellor/Portfolio Managers of BMO Private Investment Counsel Inc. to develop tailored financial and tax planning...SuggestedLong term contractShift work
Bank N.A.
Winnipeg, MB1 hour ago - Lead private client tax engagements at RSM using partnership, corporate, and trust taxation expertise in a hybrid workstyle. Advise business... ...businesses and high net worth families. You will advise clients on succession planning, wealth transfer planning, and tax compliance. The...Private clientPrivate practice
RSM US
Winnipeg, MB1 hour ago - Use private client taxation and estate planning experience with KF Matheson’s family office tax team, supporting sophisticated structures and stakeholders.As Senior Tax Associate... ...you will work closely with the Senior Tax Manager on compliance, advisory, and planning needs...Private clientWork at office
KF Matheson Investment Holdings
Winnipeg, MB1 hour ago - Advise private clients in Zurich using UK tax and cross-border succession law expertise. Work with individuals, family offices, fiduciaries, and financial institutions.As a Senior Associate, you will support the Global Private Client team on UK, Swiss, and international matters...Private client
Charles Russell Speechlys
Winnipeg, MB1 hour ago - Finlink Group in Markham, Ontario, is seeking a Senior Accounting Manager (Tax Leaning) to lead private client engagements, focusing on Canadian corporate tax and compilations. This full-time, in-office role requires a CPA designation and extensive public accounting experience...Private clientLong term contractFull timeWork at office
Finlink Group
Winnipeg, MB1 hour ago $200k - $220k per year
Job Description Summary Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager & Portfolio Manager to join the team as we continue... ...a team serving a diverse group of high-net-worth clients.Apply expertise in investment management and international...Full timeInternshipWork at officeLocal areaLE0090 Cardinal Point Capital Management ULC
Winnipeg, MB1 hour ago- Lead cross-border wealth management in Toronto with Cardinal Point, applying investment management expertise and strong client communication in a hybrid setting.This full-time Private Wealth Manager and Portfolio Manager role supports high-net-worth clients and team development...Full time
LE0090 Cardinal Point Capital Management ULC
Winnipeg, MB1 hour ago $150k - $180k per year
## Private Wealth Manager/Portfolio ManagerApply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR100475**Job Description... ...Job Description:****Primary Responsibilities** * Act as the client’s primary liaison, team leader, and advocate, ensuring that...Full timeRemote workFocus Partners Wealth
Winnipeg, MB1 hour ago- ...to build a better working world.The opportunity As a Tax Manager, you will be a part of our Private Tax practice. You will be part of a team that are... ...individuals on domestic and cross-border tax planning, estate, wealth transfer and postmortem planning, asset protection...Private practiceWorldwide
EY
Winnipeg, MB1 hour ago - Elevate your career at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Toronto, Canada. This full-time, partially remote role is... ...Private Wealth Manager with a minimum of 5 years managing client relationships. Strong communication and organizational skills...Full timeRemote work
Focus Partners Wealth
Winnipeg, MB1 hour ago - Client Success ManagerAbout BigGeoBigGeo is the Spatial Cloud. We help companies manage and access the world’s spatial data. Any size, any slice, any insight. Delivered in seconds... ...and AI experiences, and broader commercial strategy. Build trusted relationships throughout...Long term contractInternshipWork at office
BigGeo Inc.
Winnipeg, MB1 hour ago - Private wealth portfolio management in Vancouver or Calgary centers on investment counselling, client relationships, and holistic wealth advice. Guide high net worth clients through disciplined investment strategies.As Portfolio Manager with Scotia Jarislowsky Fraser, you will...Private client
Scotiabank
Winnipeg, MB1 hour ago - Shape private wealth strategies in Toronto as an Associate Portfolio Manager, using investment counselling and relationship management for high net worth clients.Scotiabank seeks an Associate Portfolio Manager to advise clients on holistic wealth management and investment growth...Private client
Scotiabank
Winnipeg, MB1 hour ago $83k - $143.7k per year
...confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional... ...that’s why there’s nowhere like RSM. RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team. At RSM, our Private Client...Private clientInternshipPrivate practiceWork at officeRSM Canada
Winnipeg, MB1 hour ago- Bring premium client experience and commercial strategy to Wealthsimple’s advice business in a hybrid environment across North America. Shape differentiated services.As Senior Manager, you will define what exceptional wealth management advice feels like and prove the model before...
Wealthsimple Inc.
Winnipeg, MB1 hour ago - ...Head of Customer Support & Success About Us Trolley is the payouts... ...to automate payouts, collect tax and banking information, and reduce... ...about building strong client relationships, solving complex... .... What You'll Do Own and manage a portfolio of high-value and complex...
- ...This position centers on providing strategic tax and business advisory services to business owners and high-net-worth individuals. Key areas of focus include succession planning, wealth transfer strategies, and ensuring compliance with tax regulations. The ideal candidate...Long term contract
77 consultants
Winnipeg, MB1 hour ago - ...sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving.... ...a Senior Tax Planner on our Wealth Management team, you'll ensure that... ...built for our high-net-worth clients are optimized for tax efficiency...Long term contract
Wealthsimple
Winnipeg, MB1 hour ago - Strengthen trusted client relationships through wealth management advisory services, financial planning, and frequent portfolio follow-up. This hybrid opportunity serves wealthy clients with National Bank.As a Private Wealth Advisor within Commercial & Private Banking 1859,...Work at office
National Bank of Canada
Winnipeg, MB1 hour ago - Elevate your career as a Tax Manager in a client-focused role, driving effective tax strategies for new and existing clients. Collaborate with the tax division and management team to deliver exceptional service. This leadership role emphasizes client engagement and collaboration...
77 consultants
Winnipeg, MB1 hour ago $90k - $120k per year
...intelligence drawn from across the payment ecosystem to make approvals work smarter.Now, we’re scaling and we’re looking for a Client Success Manager.About the Role As a Client Success Manager, you’ll be the go-to strategic advisor and day-to-day partner for a portfolio of...Long term contractInternshipRemote workRevaly
Winnipeg, MB1 hour ago- Strengthen Wealthsimple financial plans through tax optimization, complex strategy modeling, and clear communication with advisors and clients. This hybrid team uses AI as an operating extension.The Senior Tax Planner supports Wealth Management clients by finding incremental...
Wealthsimple
Winnipeg, MB1 hour ago - Elevate client engagements as a Client Success Manager at StackAdapt, a leader in programmatic advertising. Leverage your expertise in RTB campaigns to boost... ...for client portfolios • Design tailored campaign strategies using StackAdapt • Deliver regular reports on campaign...Remote work
StackAdapt Inc.
Winnipeg, MB1 hour ago - Become a Tax Senior Manager, specializing in wealth transfer and succession planning for business owners. This strategic role ensures compliance with complex tax regulations while mentoring teams. Pursue this Tax Senior Manager position if you hold a Canadian CPA and have at...
77 consultants
Winnipeg, MB1 hour ago - MNP is seeking an Indirect Tax Manager in Canada to lead client-facing GST/HST and sales tax planning and management services. You will deliver tax expertise, oversee engagements, and ensure high-quality deliverables for a diverse portfolio. You will mentor staff, develop client...
MNP
Winnipeg, MB1 hour ago - Drive profitable wealth management growth in Ontario and Northwestern Quebec with business development leadership and high-net-worth client focus.As Regional Manager at Desjardins, you’ll advance Private Wealth Management objectives across a territory spanning Ontario and Northwestern...
Desjardins
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Tax Manager | Wealth & Succession Strategy. Be the first to apply!
Related searches
- client services manager Winnipeg, MB
- community engagement manager Winnipeg, MB
- engagement manager Winnipeg, MB
- client service coordinator Winnipeg, MB
- client relationship manager Winnipeg, MB
- customer relationship manager Winnipeg, MB
- senior tax manager Winnipeg, MB
- tax manager cpa Winnipeg, MB
- tax director Winnipeg, MB
- u.s. tax manager Winnipeg, MB