Tax Specialist

A boutique wealth advisory firm specializing in multi-generational planning is seeking a Tax Specialist to join their high-performing team. With a client base focused on high-net-worth family enterprises, this role is ideal for professionals passionate about succession planning, tax strategy, and building lasting relationships with clients. You’ll work closely with investment and planning teams to deliver holistic, long-term solutions. About The Role Reporting to senior wealth leaders, the Tax Specialist will work with clients who have significant investable assets. You’ll lead tax strategy engagements, support business transition planning, and act as a trusted advisor to family business owners—particularly those involved in generational wealth transfer and retirement planning. What You’ll Do

• Lead discovery meetings and advise clients on tax and succession strategies
• Prepare and review personal, corporate, and partnership tax plans
• Collaborate with wealth advisors on estate and transition planning
• Provide insight on reorganizations, compliance, and tax efficiency
• Review remittance filings (T4, T5, GST, etc.) and CRA correspondence
• Track filing timelines and respond to client queries with care and confidentiality
• Conduct research on tax legislation with a focus on private enterprise and agriculture-related matters
• Support bookkeeping functions and ensure data accuracy
• Contribute to internal process improvements and client experience enhancements

What You Bring

• Degree in Accounting, Finance, or a related field
• CPA designation or working toward one; completion of in-depth tax courses is an asset
• 3–5+ years of experience in tax advisory; agriculture or family business experience is a strong asset
• Strong knowledge of personal and corporate tax, succession, and estate planning
• Excellent interpersonal and client service skills
• Detail-oriented, self-starter with a proactive, solutions-oriented mindset
• Legally entitled to work in Canada

Why Join This is a unique opportunity to join a mission-driven advisory firm that delivers meaningful impact to Canadian family businesses. You’ll work closely with a values-based team that prioritizes collaboration, integrity, and long-term client relationships. The company offers competitive compensation, wellness benefits, and a flexible work environment—including Fridays off in July and August, extended holidays in December, and generous professional development support.