Senior Manager, Wealth & Tax Advisory

A place to grow with purpose, make a real impact, and thrive together.

We are looking for a Senior Manager, Wealth & Tax Advisory to join our team - bring your ambition and shape what comes next.

Be part of something bigger. Build with us today - Now. For tomorrow.

At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow.

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.

We are looking for a Senior Manager, Wealth & Tax Advisory to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference for our clients, our communities, and one another.

Your role

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.

You will: 

• 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.

What you bring to the table 

• 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. 

What’s in it for you? 

Career & Growth Opportunities

• Clear career progression and advancement opportunities
• Ongoing professional development, including paid courses, certification and membership dues

Compensation & Total Rewards

• Competitive total compensation package including extended health care, dental and group life benefits
• Annual bonus program
• Matching RRSP plan

Family & Flexibility

• Hybrid workdays
• Parental leave top-up program to support growing families
• Generous vacation (4 weeks annually)
• Personal days

Health & Wellness

• Health and wellness spending account
• Convenient access to virtual healthcare, including online physician consultations when you need it

Work Environment & Perks

• A collaborative, open-door culture with direct access to leadership
• Fully stocked kitchen with snacks, coffee and seasonal treats
• Smart casual dress code (client/day specific)
• Regular team events and social activities throughout the year

Everyday Support

• Monthly transit or parking reimbursement
• Monthly reimbursement for your smart phone fees
• Overtime meal & and parking reimbursements

Additional Incentives

• Client referral, employee referral
• Vehicle purchase incentives

Where you’ll work: Toronto, ON

Job type: Permanent, Full-time

Your schedule: Monday to Friday 

Salary range: $130,000 - $170,000 per annum

Why Baker Tilly?

Baker Tilly is fair and competitive when it comes to rewarding our people. We regularly benchmark across a variety of positions, industries, sectors and levels. Our total rewards philosophy is rooted in recognizing people's unique contributions and rewarding the value that they deliver. Along with a competitive base salary we offer comprehensive benefits and perks, performance bonuses and flexible hybrid work. For more information on our Total Rewards click here!

When you join Baker Tilly, you become part of something bigger—an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future.

If you’re ready to make an impact, we’re ready to meet you. 

We are committed to transparency in our hiring process. Please note the following information regarding this job posting:

Position Status: 

• New Role: This job posting is for a newly created role within our organization.
  This position has been established to support our growth, and we are excited to welcome a new team member to help us achieve our goals.

Use of Artificial Intelligence:

For this role, we will not use AI-enabled tools to assist with recruitment. All decisions are made by a human recruiter.

Ready to Apply?

We thank all applicants for their interest, only those selected for an interview will be contacted. If you are selected for an interview, we will contact you directly via email. All virtual interviews will be conducted exclusively on Microsoft Teams. We will never request additional personal information such as bank details or other sensitive data.

Baker Tilly is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.

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