Senior Manager, Wealth & Tax Advisory

Baker Tilly WM•Toronto, ON

55d•Hybrid

About The Position

We are looking for a Senior Manager, Wealth & Tax Advisory to join our team - bring your ambition and shape what comes next. Be part of something bigger. Build with us today - Now. For tomorrow. At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow. Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity. We are looking for a Senior Manager, Wealth & Tax Advisory to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference for our clients, our communities, and one another. As a Senior Manager, Wealth & Tax Advisory within our Wealth & Family Office team, you will play a central role in delivering high-impact advisory services to high-net-worth families and multigenerational clients.

Requirements

CPA designation with a minimum of 8+ years of progressive Canadian tax experience.
Deep technical knowledge of Canadian tax legislation, including experience advising high-net-worth individuals, and family enterprises, trusts, estates, and corporate groups.
Proven experience delivering high-quality advisory engagements and tax planning strategies.
Exceptional analytical, communication, and client relationship skills.

Responsibilities

Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.
Partner closely with our financial planners to design integrated wealth, tax, and estate strategies.
Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer.
Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight.
Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs.
Compliance work mostly limited to reviewing Wealth & Family Office related clients.
Mentor, coach, and lead team members, contributing to the continued growth of the Wealth & Family Office practice.

Benefits

Career & Growth Opportunities
Clear career progression and advancement opportunities
Ongoing professional development, including paid courses, certification and membership dues
Compensation & Total Rewards
Competitive total compensation package including extended health care, dental and group life benefits
Annual bonus program
Matching RRSP plan
Family & Flexibility
Hybrid workdays
Parental leave top-up program to support growing families
Generous vacation (4 weeks annually)
Personal days
Health & Wellness
Health and wellness spending account
Convenient access to virtual healthcare, including online physician consultations when you need it
Work Environment & Perks
A collaborative, open-door culture with direct access to leadership
Fully stocked kitchen with snacks, coffee and seasonal treats
Smart casual dress code (client/day specific)
Regular team events and social activities throughout the year
Everyday Support
Monthly transit or parking reimbursement
Monthly reimbursement for your smart phone fees
Overtime meal & and parking reimbursements
Additional Incentives
Client referral, employee referral
Vehicle purchase incentives