Private Tax Manager Estate Planning
EY
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 implicationsResearch planning and compliance issues using online sourcesReview personal, corporate, and trust tax returnsLiaise with legal counsel and tax authoritiesPrepare tax election forms and manage compliance seasonsRequirements:
Undergraduate or graduate degree in accounting or related fieldFive or more years of relevant tax experienceCanadian CPA designationExcellent written and verbal communication skillsOrganization, time management, and teamwork abilitiesUse private tax, estate planning, and client advisory expertise to support EY clients through complex tax matters.
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Identify planning opportunities and explain transaction income tax implicationsResearch planning and compliance issues using online sourcesReview personal, corporate, and trust tax returnsLiaise with legal counsel and tax authoritiesPrepare tax election forms and manage compliance seasonsRequirements:
Undergraduate or graduate degree in accounting or related fieldFive or more years of relevant tax experienceCanadian CPA designationExcellent written and verbal communication skillsOrganization, time management, and teamwork abilitiesUse private tax, estate planning, and client advisory expertise to support EY clients through complex tax matters.
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