Senior Manager, Family Office Cross Border Tax

KPMG•Toronto, ON

About The Position

At KPMG in Canada, our people bring their unique perspectives to Canada’s most important challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where your career can make a difference. The KPMG Family Office, Cross Border Tax practice are the trusted tax advisors to high net worth individuals and their families, including senior executives, athletes and celebrities. We advise our clients on complex US and Canadian cross border tax matters and help families implement generational wealth transfer and estate planning strategies. We are growing and looking for tax professionals who have a passion for continuous learning, are motivated to embrace challenges and enjoy resolving complex tax issues. The specialized skills of our tax practice are in high demand by clients, offering tax professionals exceptional career opportunities.

Requirements

Minimum 6 years of experience in dealing with cross border Canada and US personal tax advisory and compliance including gift and estate planning for HNW individuals and shareholders and providing solutions to HNW families as a trusted advisor.
Ability to lead private client engagements and interact effectively with clients.
Strong research and memo writing ability.
Experienced in all facets of project management including team leadership, workflow management, team and client communication, documentation and managing financial metrics and profitability.
Strong Microsoft Office software knowledge of Outlook, Word, Excel, PowerPoint etc.

Nice To Haves

Canadian CPA or US Professional Accounting designation (EA or US CPA) would be an asset.
Completion of the In-depth Tax Course is an asset.
Having obtained a TEP through the Society of Trust and Estate Practitioners (or are currently enrolled in the program) is an asset.

Responsibilities

Plan and lead engagements including Canadian and US income tax planning, estate planning and tax compliance.
Plan workflow and organize teams for the preparation of personal tax returns and review the work of staff for accuracy and completeness.
Develop relationships, understand the needs of the client and work with them to provide tax solutions and planning strategies.
Prepare memos and other deliverables by conducting tax research and analyzing complex issues.
Work with other practices and member firms in attracting new work to the firm.