We are looking for an experienced Tax Director to join a growing client in Toronto, Ontario. This role will oversee complex tax compliance activities, guide clients through audit matters, and provide strategic tax, retirement, and estate planning insight. The successful candidate will combine strong technical knowledge with a client-focused approach to deliver accurate, timely, and practical solutions.

Responsibilities:

• Direct the delivery of tax compliance engagements for a portfolio of clients, including oversight of filings and responses related to tax authority reviews and audits.

• Examine financial statements and a range of tax returns, including personal, corporate, trust, partnership, foundation, and information filings, while maintaining quality and process control.

• Investigate complex tax questions using recognized research platforms and source materials to support client recommendations and internal advisory discussions.

• Contribute to enhancements in tax compliance workflows by identifying opportunities to improve efficiency, accuracy, and consistency.

• Provide technical guidance on tax matters connected to financial planning, retirement strategies, and estate considerations, and support the development of client-facing materials.

• Build and strengthen client relationships by ensuring advice and service delivery align with client objectives, regulatory expectations, and agreed timelines.

• Assess financial data, net worth information, tax documents, and investment reporting to identify planning considerations and support informed recommendations.

• Lead quarterly reporting activities, including performance-related calculations, coordination of investment manager information, and preparation of tailored client deliverables.

• Prepare client analyses and projections using planning tools such as cash flow models, financial independence assessments, and multi-generational wealth scenarios.

• 7+ years of experience in tax, accounting, or financial services, including leadership responsibility for complex client files.
• Strong knowledge of Canadian tax compliance and audit processes across individual, corporate, trust, partnership, and related entities.
• Demonstrated ability to conduct advanced tax research using specialized resources such as Carswell Taxnet Pro, Canadian Tax Foundation TaxFind, and primary legislative or administrative sources.
• Experience reviewing financial statements and tax filings with a high level of accuracy and sound judgment.
• Solid understanding of tax implications related to wealth planning, retirement planning, and estate planning.
• Proficiency with accounting and tax technology, including systems such as BlackLine, CCH ProSystem fx, CCH Sales Tax, or similar platforms.
• Strong analytical, client management, and communication skills with the ability to translate technical findings into practical advice.

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This job posting is for a current vacancy with our client.

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