184 Tax Planning jobs in Canada
Manager Tax - Planning and Compliance
Posted today
Job Viewed
Job Description
- Manage the entire tax function of the firm including:
- Compliance, improving the overall tax filing process
- Keep abreast with tax research
- Review all tax returns ensuring quality control
- Oversee all correspondence with CRA
- Participate on tax research and tax planning engagements
About You
- Completed an undergraduate degree and CPA or CPA, CA or
- Currently a Tax Manager with 3-5+ years of experience within a Public Accounting tax environment, ideally the tax department of a major accounting firm with no preference on industry;
- Completion of CPA In-depth tax course or graduated from the MTax program;
- Excellent knowledge of Canadian tax laws and IFRS tax accounting and reporting;
- Experience in preparing and reviewing complex tax provisions and Canadian corporate tax returns;
- Experience with tax compliance, filings and Quality Control;
- Strong verbal and written communication skills;
- Excellent time management and multi-tasking skills, with the ability to work in a fast-paced environment with tight deadlines;
- Team oriented, collaborative working style
Salary
$100,000/year
How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please note that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote # .
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
- Virginia residents may access our state specific policies here .
- Residents of all other states may access our policies here .
- Canadian residents may access our policies in English here and in French here .
- Residents of countries governed by GDPR may access our policies here .
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Manager tax - planning and compliance
Posted today
Job Viewed
Job Description
Manager Tax - Planning and Compliance
Posted 1 day ago
Job Viewed
Job Description
- Manage the entire tax function of the firm including:
- Compliance, improving the overall tax filing process
- Keep abreast with tax research
- Review all tax returns ensuring quality control
- Oversee all correspondence with CRA
- Participate on tax research and tax planning engagements
About You
- Completed an undergraduate degree and CPA or CPA, CA or
- Currently a Tax Manager with 3-5+ years of experience within a Public Accounting tax environment, ideally the tax department of a major accounting firm with no preference on industry;
- Completion of CPA In-depth tax course or graduated from the MTax program;
- Excellent knowledge of Canadian tax laws and IFRS tax accounting and reporting;
- Experience in preparing and reviewing complex tax provisions and Canadian corporate tax returns;
- Experience with tax compliance, filings and Quality Control;
- Strong verbal and written communication skills;
- Excellent time management and multi-tasking skills, with the ability to work in a fast-paced environment with tight deadlines;
- Team oriented, collaborative working style
Salary
$100,000/year
How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please note that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote # .
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO NoticeVaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy NoticeVaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Vice President, Tax & Estate Planning
Posted 1 day ago
Job Viewed
Job Description
Posted Monday, September 8, 2025 at 4:00 a.m.
About Us:
As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position OverviewProvides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face-to-face meetings with IAs and their clients, presentations to groups of clients and centers of influence.
This is an existing vacancy
Duties and Responsibilities- Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra-high net worth clients
- Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence
- Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients' professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate
- Collaborate on the development and implementation of wealth planning service standards such as the effective and efficient delivery of wealth planning services and design complex wealth planning strategies for the unique needs of the high-net-worth clients.
- Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation
- Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
- Keep current on emerging trends, legal changes and developments in the tax and estate planning field
- Assist with quality assurance as required for the Wealth Planning Group - review of complex files
- Identify and manage risks, and escalate high risk transactions and activities as necessary
- Assist in the development of a training program on wealth planning matters for IAs
- Write client facing, value added pieces to help our prospecting and client retention activities
- 10+ years of planning experience specializing in tax, financial and estate planning
- Experience in the financial services industry would be an asset
- Demonstrated excellence in designing and implementing complex tax, financial, and estate planning strategies
- Strong relationship management skills
- Strong analytical and problem-solving abilities
- Superior verbal and written communication skills
- Ability to work independently and as part of a team
- Facility with Microsoft Word, Excel and PowerPoint
- L.L.B Degree or Professional Accounting Designation (CA, CPA, CGA, CMA)
- Trust & Estate Practitioner (TEP), Family Enterprise Advisor (FEA) or other professional designations (added value)
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we're ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
Vice President, Tax & Estate Planning
Posted 1 day ago
Job Viewed
Job Description
1 Lombard Pl , Winnipeg, MB R3B 0X3, Canada
Position OverviewProvides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face-to-face meetings with IAs and their clients, presentations to groups of clients and centers of influence.
This is an existing vacancy
Duties and Responsibilities- Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra-high net worth clients
- Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence
- Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients' professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate
- Collaborate on the development and implementation of wealth planning service standards such as the effective and efficient delivery of wealth planning services and design complex wealth planning strategies for the unique needs of the high-net-worth clients.
- Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation
- Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
- Keep current on emerging trends, legal changes and developments in the tax and estate planning field
- Assist with quality assurance as required for the Wealth Planning Group - review of complex files
- Identify and manage risks, and escalate high risk transactions and activities as necessary
- Assist in the development of a training program on wealth planning matters for IAs
- Write client facing, value added pieces to help our prospecting and client retention activities
- 10+ years of planning experience specializing in tax, financial and estate planning
- Experience in the financial services industry would be an asset
- Demonstrated excellence in designing and implementing complex tax, financial, and estate planning strategies
- Strong relationship management skills
- Strong analytical and problem-solving abilities
- Superior verbal and written communication skills
- Ability to work independently and as part of a team
- Facility with Microsoft Word, Excel and PowerPoint
- L.L.B Degree or Professional Accounting Designation (CA, CPA, CGA, CMA)
- Trust & Estate Practitioner (TEP), Family Enterprise Advisor (FEA) or other professional designations (added value)
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we're ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
1 Lombard Pl , Winnipeg, MB R3B 0X3, Canada
Vice President, Tax & Estate Planning
Posted 1 day ago
Job Viewed
Job Description
St NW, Edmonton, AB T5J 3S4, Canada
Job DescriptionPosted Monday, September 8, 2025 at 4:00 a.m.
About Us:
As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
Provides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face-to-face meetings with IAs and their clients, presentations to groups of clients and centers of influence.
This is an existing vacancy
Duties and Responsibilities
- Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra-high net worth clients
- Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence
- Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients' professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate
- Collaborate on the development and implementation of wealth planning service standards such as the effective and efficient delivery of wealth planning services and design complex wealth planning strategies for the unique needs of the high-net-worth clients.
- Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation
- Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
- Keep current on emerging trends, legal changes and developments in the tax and estate planning field
- Assist with quality assurance as required for the Wealth Planning Group - review of complex files
- Identify and manage risks, and escalate high risk transactions and activities as necessary
- Assist in the development of a training program on wealth planning matters for IAs
- Write client facing, value added pieces to help our prospecting and client retention activities
Qualifications
- 10+ years of planning experience specializing in tax, financial and estate planning
- Experience in the financial services industry would be an asset
- Demonstrated excellence in designing and implementing complex tax, financial, and estate planning strategies
- Strong relationship management skills
- Strong analytical and problem-solving abilities
- Superior verbal and written communication skills
- Ability to work independently and as part of a team
- Facility with Microsoft Word, Excel and PowerPoint
Education
- L.L.B Degree or Professional Accounting Designation (CA, CPA, CGA, CMA)
- Trust & Estate Practitioner (TEP), Family Enterprise Advisor (FEA) or other professional designations (added value)
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we're ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
St NW, Edmonton, AB T5J 3S4, Canada
Senior Advisor Tax Compliance
Posted 9 days ago
Job Viewed
Job Description
A career as a Senior Advisor within the Tax Compliance CRS/FATCA/CARF team at National Bank means acting as an expert in the implementation of CRS/FATCA/CARF programs across the organization. It is through your understanding of the tax regulations, your ability to analyze end-to-end processes, your experience in cross-functional projects, your experience in risk management and corporate compliance, and your knowledge of the organization’s business lines that you have a positive impact on protecting the bank and its clients.
Your role
- Ensure regulatory monitoring of CRS/FATCA/CARF programs
- Contribute to the governance of CRS/FATCA/CARF programs
- Ensure tax compliance of end-to-end processes
- Analyze processes, identify weaknesses, and propose corrective actions
- Act as an expert to partners and cross-functional projects
- Work closely with POs to ensure the evolution of CRS/FATCA/CARF solutions
- Actively participate in creating communication and training materials for business lines
- Participate in industry committees
- Lead external audits and act as the point of contact
- Support analysts through non-compliance detection processes
- Validate and submit declarations to the Canada Revenue Agency
Your team
As part of the CRS/FATCA/CARF Tax Compliance team, you will be part of a team of 9 colleagues, based in Montreal and Edmonton , and reporting to the Senior Director - Tax Compliance CRS/FATCA/CARF. Our team stands out for its expertise in taxation, business, and processes, its rigor, its ability to adapt to an ever-changing context, the trust between colleagues, and our enjoyment of the work we do.
We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses and collaborating with colleagues who have varied expertise and profiles.
Prerequisites
- Bachelor’s degree in a related field or any other relevant experience deemed equivalent
- Experience in delivery, project management or safe Agile
- Experience in risk management or implementing regulatory initiatives
- Knowledge of banking products, services and processes: wealth management, personal banking, commercial banking and/or financial markets
- Knowledge of taxation, particularly Parts XVIII and XIX of the income Tax Act
- Strong influence and leadership skills in your interventions
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Senior Advisor Tax Compliance
Posted 9 days ago
Job Viewed
Job Description
A career as a Senior Advisor within the Tax Compliance CRS/FATCA/CARF team at National Bank means acting as an expert in the implementation of CRS/FATCA/CARF programs across the organization. It is through your understanding of the tax regulations, your ability to analyze end-to-end processes, your experience in cross-functional projects, your experience in risk management and corporate compliance, and your knowledge of the organization’s business lines that you have a positive impact on protecting the bank and its clients.
Your role
- Ensure regulatory monitoring of CRS/FATCA/CARF programs
- Contribute to the governance of CRS/FATCA/CARF programs
- Ensure tax compliance of end-to-end processes
- Analyze processes, identify weaknesses, and propose corrective actions
- Act as an expert to partners and cross-functional projects
- Work closely with POs to ensure the evolution of CRS/FATCA/CARF solutions
- Actively participate in creating communication and training materials for business lines
- Participate in industry committees
- Lead external audits and act as the point of contact
- Support analysts through non-compliance detection processes
- Validate and submit declarations to the Canada Revenue Agency
Your team
As part of the CRS/FATCA/CARF Tax Compliance team, you will be part of a team of 9 colleagues, based in Montreal and Edmonton , and reporting to the Senior Director - Tax Compliance CRS/FATCA/CARF. Our team stands out for its expertise in taxation, business, and processes, its rigor, its ability to adapt to an ever-changing context, the trust between colleagues, and our enjoyment of the work we do.
We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses and collaborating with colleagues who have varied expertise and profiles.
Prerequisites
- Bachelor’s degree in a related field or any other relevant experience deemed equivalent
- Experience in delivery, project management or safe Agile
- Experience in risk management or implementing regulatory initiatives
- Knowledge of banking products, services and processes: wealth management, personal banking, commercial banking and/or financial markets
- Knowledge of taxation, particularly Parts XVIII and XIX of the income Tax Act
- Strong influence and leadership skills in your interventions
Senior Advisor Tax Compliance
Posted 9 days ago
Job Viewed
Job Description
A career as a Senior Advisor within the Tax Compliance CRS/FATCA/CARF team at National Bank means acting as an expert in the implementation of CRS/FATCA/CARF programs across the organization. It is through your understanding of the tax regulations, your ability to analyze end-to-end processes, your experience in cross-functional projects, your experience in risk management and corporate compliance, and your knowledge of the organization’s business lines that you have a positive impact on protecting the bank and its clients.
Your role
- Ensure regulatory monitoring of CRS/FATCA/CARF programs
- Contribute to the governance of CRS/FATCA/CARF programs
- Ensure tax compliance of end-to-end processes
- Analyze processes, identify weaknesses, and propose corrective actions
- Act as an expert to partners and cross-functional projects
- Work closely with POs to ensure the evolution of CRS/FATCA/CARF solutions
- Actively participate in creating communication and training materials for business lines
- Participate in industry committees
- Lead external audits and act as the point of contact
- Support analysts through non-compliance detection processes
- Validate and submit declarations to the Canada Revenue Agency
Your team
As part of the CRS/FATCA/CARF Tax Compliance team, you will be part of a team of 9 colleagues, based in Montreal and Edmonton , and reporting to the Senior Director - Tax Compliance CRS/FATCA/CARF. Our team stands out for its expertise in taxation, business, and processes, its rigor, its ability to adapt to an ever-changing context, the trust between colleagues, and our enjoyment of the work we do.
We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses and collaborating with colleagues who have varied expertise and profiles.
Prerequisites
- Bachelor’s degree in a related field or any other relevant experience deemed equivalent
- Experience in delivery, project management or safe Agile
- Experience in risk management or implementing regulatory initiatives
- Knowledge of banking products, services and processes: wealth management, personal banking, commercial banking and/or financial markets
- Knowledge of taxation, particularly Parts XVIII and XIX of the income Tax Act
- Strong influence and leadership skills in your interventions