Wealth & Tax Senior Manager in Vancouver
Baker Tilly WM
Baker Tilly seeks a Senior Manager for Wealth & Tax Advisory in Vancouver, driving innovative tax solutions for high-net-worth families. This leadership role focuses on building strong client relationships.
As a Senior Manager, you will play a crucial role in our Wealth & Family Office team, delivering specialized tax services and advocating for our clients’ best interests. With a CPA designation and 8 years of progressive tax experience, you will collaborate with financial planners to enhance wealth strategies. You will also mentor junior staff while managing complex client matters.
Key Responsibilities:
• Deliver comprehensive Canadian tax advisory services
• Partner with financial planners for integrated solutions
• Mentor and enhance team capabilities
• Establish and maintain trusted client relationships
• Oversee compliance for wealth and family client portfolios
Requirements:
• CPA with over 8 years of tax experience
• Extensive knowledge of Canadian tax for high-net-worth individuals
• Proven record in advisory services and client management
• Strong skills in communication and analysis
• Capable of identifying value-enhancing planning opportunities
Advance your career by joining Baker Tilly, where your tax expertise shapes client successes.
#J-18808-Ljbffr
As a Senior Manager, you will play a crucial role in our Wealth & Family Office team, delivering specialized tax services and advocating for our clients’ best interests. With a CPA designation and 8 years of progressive tax experience, you will collaborate with financial planners to enhance wealth strategies. You will also mentor junior staff while managing complex client matters.
Key Responsibilities:
• Deliver comprehensive Canadian tax advisory services
• Partner with financial planners for integrated solutions
• Mentor and enhance team capabilities
• Establish and maintain trusted client relationships
• Oversee compliance for wealth and family client portfolios
Requirements:
• CPA with over 8 years of tax experience
• Extensive knowledge of Canadian tax for high-net-worth individuals
• Proven record in advisory services and client management
• Strong skills in communication and analysis
• Capable of identifying value-enhancing planning opportunities
Advance your career by joining Baker Tilly, where your tax expertise shapes client successes.
#J-18808-Ljbffr
Vacancy posted 5 days ago
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