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About the Role

This role offers a unique opportunity for an experienced tax professional seeking increased leadership responsibility and a potential path to partnership. You will play a leadership role within Segal's growing Tax Practice, delivering sophisticated tax planning and compliance services, serving as a trusted advisor to owner-managed businesses and high-net-worth individuals, mentoring future leaders, and contributing to the strategic growth of the practice.

Responsibilities

• Lead complex tax planning engagements for private corporations, business owners, high-net-worth individuals, trusts and estates.
• Develop and implement tax-efficient structures related to corporate reorganizations, estate freezes, succession planning, acquisitions, divestitures, and wealth preservation strategies.
• Prepare and review sophisticated tax planning memoranda, technical analysis, and client recommendations.
• Advise clients on Canadian income tax matters and identify proactive planning opportunities to minimize risk and maximize value.
• Serve as the primary tax advisor and relationship manager for a portfolio of key clients.
• Review corporate, personal, trust and partnership tax returns.
• Research and resolve complex tax issues and provide technical guidance to engagement teams.
• Monitor tax legislation and regulatory developments, assess client implications, and communicate changes internally and externally.
• Lead technical consultations involving complex and high-risk tax matters.
• Provide leadership, coaching and mentorship to Managers, Senior Accountants, Tax Staff, and CPA students.
• Delegate work effectively, review deliverables, and support the professional growth of team members.
• Participate in performance management, career development and succession planning initiatives.
• Foster a collaborative, high-performance team environment focused on excellence and continuous learning.
• Contribute to the development and execution of the Tax Practice's strategic goals and growth initiatives.
• Assist in resource planning, workflow management, and capacity planning to ensure efficient client service delivery.
• Establish and maintain best practices, quality standards, and process improvements within the tax department.
• Collaborate with Assurance, Advisory and Family Office teams to deliver integrated client solutions.
• Develop and strengthen relationships with clients, referral sources, and professional advisors.
• Identify opportunities to expand existing client relationships and cross-sell firm services.
• Participate in proposals, presentations, networking events, and business development initiatives.
• Support Partners in pursuing new client opportunities and strategic growth objectives.
• Develop and deliver tax presentations, seminars, and educational sessions for clients and team members.
• Contribute to tax alerts, technical articles, webinars and other thought leadership initiatives.
• Build and maintain a strong professional profile within the tax and business community.

Requirements

• A CPA designation is required.
• Completion of the CPA Canada In-Depth Tax Program and/or Master of Taxation (MTax).
• Minimum 8-10 years of progressive public accounting tax experience.
• Demonstrated expertise in tax planning for private companies, entrepreneurs, owner-managed businesses, and high-net-worth individuals.
• Significant experience with corporate reorganizations, estate and succession planning, and trust taxation.
• Proven ability to manage complex engagements and multiple client relationships simultaneously.
• Experience mentoring and developing professional staff.
• Demonstrated involvement in business development and client relationship management.
• Candidates with an established professional network and a desire to contribute to the long-term growth of the firm are encouraged to apply.

Skills

• Advanced technical knowledge of Canadian income tax legislation.
• Strong analytical, problem-solving, and research capabilities.
• Exceptional written and verbal communication skills.
• Ability to translate complex tax matters into practical business advice.
• Strong project management and organizational skills.
• Entrepreneurial mindset with a focus on client service and practice growth.
• Proficiency with TaxPrep, CaseWare, and Microsoft Office applications.

Location

• North York

Work Type

• Hybrid
• Full time

Experience Level

• Senior
• Principal
• Partner Track

Education Level

• CPA designation
• CPA Canada In-Depth Tax Program
• Master of Taxation (MTax)

Salary/Compensations

• $135,000+

Benefits

• Bonus
• Health and fitness spending
• Referral programs
• Flexible work arrangements
• Firm-paid benefits
• Personal days
• Sick days
• Vacation
• Firm paid SOAR (Switch Off and Relax) days
• Extended holiday closures
• Paid study leave for CFE writers
• Paid exam days for CFE writers
• Financial support for CFE writers
• Mentorship for CFE writers
• Community involvement support
• Paid volunteer day
• Firm-wide special events
• Catered lunches
• On-site games (PS5, pool table, foosball)
• Team BINGO
• Dedicated mediation room
• Regular event draws
• Free ROM and AGO tickets
• Training
• Coaching
• Professional development
• CPA PERT support

About the Company

• Segal LLP is a rapidly growing mid-sized accounting, tax and business advisory firm headquartered in Midtown Toronto.
• We are committed to growth by investing in our people, fostering continuous learning, and delivering exceptional client service.
• Our entrepreneurial culture provides professionals with the opportunity to make a meaningful impact while working alongside a collaborative team of advisors.

Equal Opportunity

• We are committed to creating a workplace where everyone feels valued, respected, and empowered to be their authentic selves.
• We foster an inclusive culture that celebrates diverse backgrounds and perspectives, and we strive to ensure equity and fairness in all aspects of employment— from hiring practices to professional development opportunities.
• If you require an accommodation, as a part of the recruitment process, please contact us directly at peopleandculture@segalgcse.com