Jobs in Burlington

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Within 25 km of Burlington

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W3Global

Tax Principal

Oakville, ON, Canada

Full-time

Within 25 km of Burlington · About 15.2 km from the city centre

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Job details

Job type: Full-time
Apply by: Nov 27, 2026
Experience: Minimum 12 years of public accounting tax experience.
Posted: Oct 28, 2026

Original job description

Key Responsibilities

Tax Planning & Advisory Leadership

Lead complex tax planning engagements for private companies, business owners, trusts, estates, and family office clients.
Design and oversee implementation of estate freezes, corporate reorganizations, succession planning strategies, trust structures, compensation planning, and wealth transfer solutions.
Provide strategic tax advice to high-net-worth families and multi-generational family enterprises.
Collaborate with lawyers, investment advisors, insurance specialists, and other professionals to deliver integrated planning solutions.
Monitor tax legislation and emerging developments, identifying opportunities and risks for clients and the firm.

Technical Excellence & Quality Control

Serve as a senior technical resource for complex Canadian tax matters.
Review and provide technical oversight on complex corporate, personal, trust, estate, and partnership tax returns.
Review tax provisions, tax disclosures, and income tax-related matters arising from assurance and financial statement engagements.
Prepare and review technical tax memoranda, planning reports, and tax research.
Support firm-wide tax quality control, risk management, and technical standards.

Leadership & Mentorship

Mentor and develop Tax Managers, Senior Managers, and emerging tax professionals.
Deliver internal tax training and technical education.
Promote a culture of technical excellence, collaboration, and continuous learning.
Support recruitment and growth of the firm's tax and family office teams.

Business Development & Client Growth

Identify tax planning opportunities within existing client relationships.
Support Partners and Family Office leaders in developing and expanding client relationships.
Contribute to the continued growth of the firm's Tax Advisory and Family Office practices.

Qualifications

CPA designation required.
Completion of, or significant progress toward, the CPA Canada In-Depth Tax Program.
Minimum 12 years of public accounting tax experience.
Strong expertise in private company taxation, owner-manager planning, trusts and estates, and corporate reorganizations.
Demonstrated experience with complex tax planning and advisory engagements.
Exceptional communication, relationship management, and leadership skills.
Passion for advising entrepreneurial families and helping clients achieve long-term business and family goals.

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More about this job

Responsibilities

Lead complex tax planning and advisory engagements for private companies, business owners, trusts, estates, and family office clients, while providing senior technical oversight and maintaining tax quality standards. Mentor tax professionals, support recruitment and training, and help grow client relationships and the firm’s Tax Advisory and Family Office practices.

Requirements

Requires a CPA designation, completion of or significant progress toward the CPA Canada In-Depth Tax Program, and at least 12 years of public accounting tax experience. Candidates should have strong expertise in private company taxation, owner-manager planning, trusts and estates, corporate reorganizations, complex tax advisory work, communication, relationship management, and leadership.

Skills

Canadian Tax Planning
Private Company Taxation
Owner-Manager Planning
Trusts And Estates
Corporate Reorganizations
Estate Planning
Succession Planning
Tax Advisory
Tax Research
Tax Return Review
Tax Quality Control
Risk Management
Leadership And Mentorship
Business Development
Family Office Advisory

Visa sponsorship

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Keywords

CPA Designation
CPA Canada In-Depth Tax Program
Public Accounting
Canadian Tax
Private Company Taxation
Owner-Manager Planning
Trusts
Estates
Corporate Reorganizations
Estate Freezes
Succession Planning
Trust Structures
Compensation Planning
Wealth Transfer
Family Office
High-Net-Worth Families
Tax Returns
Tax Provisions
Tax Disclosures
Tax Memoranda
Tax Research
Tax Quality Control
Risk Management
Tax Legislation
Business Development
Mentorship
Technical Training

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