Tax Manager - Tax Planning

Our client is a private investment firm. They are looking for a Senior Tax Manager to join their team!
Flexible environment
Work closely with the CFO and principal on all tax related matters
Stay updated on tax law changes and evaluate their implications for the family office's financial strategies.
Prepare reports and communications for family members and stakeholders regarding tax matters.

Tax Compliance:
Collaborate with external tax advisors and legal counsel as needed to ensure compliance and to leverage opportunities.
Coordination and review of complex tax returns for individuals, corporations, trusts, and partnerships in multi jurisdictions (Canada/US)
Review and coordinate with external advisors to ensure the timely filing of Canadian corporate (T2), trust (T3), and partnership (T5013) tax returns for all family entities.
Review and coordinate with external advisors to ensure the timely filing of all US tax returns.
Other regulatory filings in other jurisdictions as needed.

Tax Planning:
Providing tax advice on all transactions and reorganizations
Lead tax planning initiatives to optimize the family office's tax position
Advise on the optimal structure for new projects and acquisitions.
Monitor cross-border transactions, financing and intercompany balances and advise on tax planning opportunities to optimize tax positions and minimize risk.
Maintenance of Corporate Records:
Maintain a library of tax documents
Maintain and update legal entity organizational charts for all family entities.
Collaborate with external legal counsel to ensure all transactions are properly documented and executed in a timely manner
Ability to work with finance team on tax related matters and assist with journal entries, balancing and reconciliations for tax transactions.
Audit Defence:
Managing CRA audits and inquiries from tax authorities and serve as primary point of contact

Completion of In-depth tax course or Mtax considered an asset
Minimum of 8 years of experience in tax planning and compliance, preferably in a family office, private equity, or a similar environment.
In-depth knowledge of US and Canadian tax laws, regulations, and compliance requirements.
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
Virginia residents may access our state specific policies here .
Residents of all other states may access our policies here .
Canadian residents may access our policies in English here and in French here .
Residents of countries governed by GDPR may access our policies here .

the individual's skill sets, experience and training;
office location and other geographic considerations;
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.