Senior Manager, Wealth & Tax Advisory

Baker Tilly WM•Vancouver, BC

1d•CA$130,000 - CA$170,000•Hybrid

About The Position

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. 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
Competitive total compensation package including extended health care, dental and group life benefits
Family benefits - parental leave top-up program for new parents
Matching RRSP plan
Annual bonus program
Health and wellness spending account
Vacation (4 weeks per year) and personal days
Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues
An open-door culture promoting interaction with all staff levels, including partners
A fully stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
Overtime meal and parking reimbursements
A smart casual dress code (client/day specific)
Client referral, employee referral, and vehicle purchase incentives
Many entertaining social events throughout the year