Tax Specialist in Family Office Environment
Morgan McKinley • toronto, Canada
Role Description
Drive tax strategies as a Tax Specialist in a Family Office, dedicated to providing exceptional tax support for High-Net-Worth individuals. Partner with the CFO and other experts in various tax jurisdictions.
With over five years of experience, you will manage external tax advisors and coordinate compliance processes for individuals and corporations. Your role will include essential responsibilities such as tax planning, reconciling with tax authorities, and overseeing complex transactions like mergers and estate planning.
Key Responsibilities:
• Manage external advisors to ensure timely, cost-effective delivery
• Support tax compliance and planning initiatives
• Collaborate with the CFO on tax strategies
• Assist with special transactions and audits
• Review financial records for proper tax alignment
Requirements:
• Minimum 5 years of experience in relevant fields
• Expertise in corporate and individual taxation
• Solid understanding of Canadian tax; U...
With over five years of experience, you will manage external tax advisors and coordinate compliance processes for individuals and corporations. Your role will include essential responsibilities such as tax planning, reconciling with tax authorities, and overseeing complex transactions like mergers and estate planning.
Key Responsibilities:
• Manage external advisors to ensure timely, cost-effective delivery
• Support tax compliance and planning initiatives
• Collaborate with the CFO on tax strategies
• Assist with special transactions and audits
• Review financial records for proper tax alignment
Requirements:
• Minimum 5 years of experience in relevant fields
• Expertise in corporate and individual taxation
• Solid understanding of Canadian tax; U...