Senior Manager, Canadian Tax (Toronto)

Position Summary

As a Senior Manager in the Canadian Core Tax group, you will lead complex tax engagements, mentor junior professionals, and serve as a trusted advisor to Canadian-controlled private corporations and family enterprises. You will be responsible for managing tax planning mandates, overseeing compliance requirements, and contributing to the strategic growth of the practice.

Key Responsibilities

• Lead tax planning and compliance engagements for Canadian-controlled private corporations (CCPCs), partnerships, trusts, and high‑net‑worth individuals.
• Advise clients on reorganizations, succession planning, tax filing requirements, and tax‑efficient structuring.
• Interpret and advise on Canadian tax legislation, including federal and provincial income tax rules, in conjunction with the application of U.S. tax legislation (to be provided in collaboration with Richter’s U.S. Tax Group).
• Review tax memos, legal documents, and opinions related to significant transactions, proposed reorganizations, and responding to Canada Revenue Agency (CRA) audits.
• Review and sign off on tax returns and elections, including T1, T2, T3, T5013, T1134, and T1135 filings, and T2054, T2057, T2058, T2059, T2184, and T2027 elections.
• Oversee comprehensive tax reviews of client structures (e.g., tax returns, corporate minute books, trust deeds, wills, powers of attorney) and strategize to optimize tax structures.
• Lead teams in computing safe income, exempt surplus, and Lifetime Capital Gains Exemption (LCGE) calculations, and develop strategies for optimal use.
• Apply tax strategies related to tax‑integration of corporate and partnership structures with shareholder structures (individuals and trusts).
• Advise on cross‑border tax matters relating to various tax treaties.

Leadership & Team Development

• Collaborate with cross‑functional teams, including, among others, Family Office Services, Wealth Management, Transfer Pricing, U.S. Tax, Commodity Taxes, Assurance, and Business Valuation.
• Supervise and mentor Managers and Senior Associates within the Canadian Core group.
• Participate in recruitment, onboarding, training and performance evaluations.

Practice Development

• Embrace AI and innovative technologies to increase efficiency and adopt new ways of working.
• Contribute to the development of internal processes and engagement management systems.
• Support business development initiatives and represent the firm in client meetings and industry events.
• Maintain strong relationships with internal and external stakeholders.

Qualifications

• Minimum 7 years of progressive experience in Canadian tax, with a robust focus on private enterprises.
• Depth of experience in preparing tax calculations and tax returns.
• Strong Microsoft Excel, Taxprep, and Taxnet Pro tax research and organizational skills.
• Demonstrated critical thinking skills and adaptability to various clients and engagements.
• CPA designation preferred; LL.B. and/or MTax are considered assets.
• Proven track record in managing complex tax engagements and leading teams.
• Strong technical knowledge in Canadian tax, compliance, and planning.
• Excellent communication, leadership, and client relationship skills.

The salary range for this position is $137,000 – $187,000, and employees may also be eligible to participate in our bonus program. Compensation complies with applicable pay transparency legislation and is regularly reviewed to stay market competitive. Salaries within the range reflect individual contributions and are based on objective factors such as internal equity, experience, education, role scope, and required skills.