Tax - Director

Segal GCSE LLP•Toronto, ON

4d•CA$135,000•Hybrid

About The Position

Segal LLP is a rapidly growing mid-sized accounting, tax and business advisory firm headquartered in Midtown Toronto. We are committed to growth by investing in our people, fostering continuous learning, and delivering exceptional client service. Our entrepreneurial culture provides professionals with the opportunity to make a meaningful impact while working alongside a collaborative team of advisors. As a Senior Tax Manager / Principal, you will play a leadership role within Segal's growing Tax Practice. In addition to delivering sophisticated tax planning and compliance services, you will serve as a trusted advisor to owner-managed businesses and high-net-worth individuals, mentor future leaders, and contribute to the strategic growth of the practice. This role offers a unique opportunity for an experienced tax professional seeking increased leadership responsibility and a potential path to partnership.

Requirements

A CPA designation is required.
Completion of the CPA Canada In-Depth Tax Program and/or Master of Taxation (MTax).
Minimum 8-10 years of progressive public accounting tax experience.
Demonstrated expertise in tax planning for private companies, entrepreneurs, owner-managed businesses, and high-net-worth individuals.
Significant experience with corporate reorganizations, estate and succession planning, and trust taxation.
Proven ability to manage complex engagements and multiple client relationships simultaneously.
Experience mentoring and developing professional staff.
Demonstrated involvement in business development and client relationship management.
Advanced technical knowledge of Canadian income tax legislation.
Strong analytical, problem-solving, and research capabilities.
Exceptional written and verbal communication skills.
Ability to translate complex tax matters into practical business advice.
Strong project management and organizational skills.
Entrepreneurial mindset with a focus on client service and practice growth.
Proficiency with TaxPrep, CaseWare, and Microsoft Office applications.

Nice To Haves

Membership in professional tax organizations would be considered an asset.

Responsibilities

Lead complex tax planning engagements for private corporations, business owners, high-net-worth individuals, trusts and estates.
Develop and implement tax-efficient structures related to corporate reorganizations, estate freezes, succession planning, acquisitions, divestitures, and wealth preservation strategies.
Prepare and review sophisticated tax planning memoranda, technical analysis, and client recommendations.
Advise clients on Canadian income tax matters and identify proactive planning opportunities to minimize risk and maximize value.
Serve as the primary tax advisor and relationship manager for a portfolio of key clients.
Review corporate, personal, trust and partnership tax returns.
Research and resolve complex tax issues and provide technical guidance to engagement teams.
Monitor tax legislation and regulatory developments, assess client implications, and communicate changes internally and externally.
Lead technical consultations involving complex and high-risk tax matters.
Provide leadership, coaching and mentorship to Managers, Senior Accountants, Tax Staff, and CPA students.
Delegate work effectively, review deliverables, and support the professional growth of team members.
Participate in performance management, career development and succession planning initiatives.
Foster a collaborative, high-performance team environment focused on excellence and continuous learning.
Contribute to the development and execution of the Tax Practice's strategic goals and growth initiatives.
Assist in resource planning, workflow management, and capacity planning to ensure efficient client service delivery.
Establish and maintain best practices, quality standards, and process improvements within the tax department.
Collaborate with Assurance, Advisory and Family Office teams to deliver integrated client solutions.
Develop and strengthen relationships with clients, referral sources, and professional advisors.
Identify opportunities to expand existing client relationships and cross-sell firm services.
Participate in proposals, presentations, networking events, and business development initiatives.
Support Partners in pursuing new client opportunities and strategic growth objectives.
Develop and deliver tax presentations, seminars, and educational sessions for clients and team members.
Contribute to tax alerts, technical articles, webinars and other thought leadership initiatives.
Build and maintain a strong professional profile within the tax and business community.