Role Description Our client, an established advisory and accounting firm is seeking both Canadian Tax Managers and Canadian Sr Tax Managers to join the team in Eastern Canada. This role is remote and offers significant growth opportunities, allowing you to collaborate with senior leadership, drive meaningful client outcomes, and mentor rising professionals within a strong workplace culture. Those interested in this opportunity must work and reside in Eastern Canada, no exceptions. - Tax Planning & Strategy: Work closely with Tax Partners and senior tax leadership to design, research, document, and execute strategic tax planning assignments. - Review & Compliance: Review Canadian individual and corporate tax returns, alongside other complex tax files prepared by the team. - Client Consultation: Consult directly with private enterprise clients to navigate their ongoing business and tax planning needs. - Team Leadership & Mentorship: Coach, mentor, and develop staff to foster high performance, while creating and facilitating technical training opportunities. - Business Development: Identify new client service opportunities and encourage cross-team collaboration to add maximum value. - Firm Culture: Engage with all levels of the organization to support company strategy and participate in firm-wide social and culture-building events. Qualifications - A Bachelor’s degree or diploma in accounting (or an equivalent field); and CPA designation. - A minimum of 2–4 years of dedicated senior tax experience within a professional services firm, with a specific focus on private enterprises. - Strong analytical and problem-solving abilities paired with sound professional judgment to find efficient, optimal tax solutions. - Excellent organizational skills with the self-motivation to manage deadlines independently and collaborate effectively within a team. - Strong written, verbal, and presentation skills to effectively break down technical concepts for clients and staff. Requirements - Education & Credentials: A Bachelor’s degree or diploma in accounting (or an equivalent field); and CPA designation. - Experience: A minimum of 2–4 years of dedicated senior tax experience within a professional services firm, with a specific focus on private enterprises. - Technical Skill: Strong analytical and problem-solving abilities paired with sound professional judgment to find efficient, optimal tax solutions. - Project Management: Excellent organizational skills with the self-motivation to manage deadlines independently and collaborate effectively within a team. - Communication: Strong written, verbal, and presentation skills to effectively break down technical concepts for clients and staff. Benefits - A competitive total rewards package including an incentive program and RRSP matching. - Robust group benefits (health, dental, life, AD&D, disability), and a dedicated wellness allowance. - Flexible professional options, including remote work opportunities, compressed work weeks, and a generous paid time off package. - Structured coaching, mentoring, continuous learning opportunities, and paid professional dues. Company Description For immediate consideration of this exceptional opportunity, please forward your updated cv to Coralie at caltonwerth@klopprichards.com quoting job posting 5524. Klopp Richards & Associates would like to thank all applicants in advance for their expressed interest in this opportunity.

• Provide compliance and consulting services to BT Partners • Perform technical review of complex individual tax returns and all supporting tax documents • Lead multiple engagements that deliver proactive tax planning and strategic consulting • Grow technical competence by applying technical developments to complex situations • Manage the client experience as the primary point of contact for about 75 clients • Invest in your professional development individually and through participation in firm wide learning and development programs • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

• Providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses • Navigating complex tax regulations to optimize clients' tax positions and strategies • Building meaningful client connections and anticipating their needs to deliver quality service • Utilizing analytical thinking to break down complex tax concepts and generate insights • Applying critical thinking to interpret data and inform recommendations for clients • Upholding professional and technical standards, including PwC tax and audit guidance • Developing a deeper understanding of the business context and adapting to changes • Using a broad range of tools and methodologies to solve problems and generate new ideas • Mentoring and inspiring junior team members to enhance their skills and growth • Embracing increased ambiguity and using it as an opportunity for personal and professional development

Role Description Stambaugh Ness is seeking an experienced Senior Tax Manager to join our growing Individual Tax & Owner Advisory practice. In this role, you will serve as a trusted advisor to business owners, executives, and high-net-worth individuals, providing sophisticated tax planning, compliance, and consulting services. This position offers the opportunity to work closely with firm leadership, lead complex client engagements, mentor developing professionals, and collaborate across multiple specialty practices to deliver comprehensive solutions that create long-term value for clients. If you are passionate about client service, technical excellence, and helping business owners navigate complex tax matters, we encourage you to apply. What You'll Do at SN: - Tax Planning & Advisory - Serve as a technical leader for individual and owner-level taxation matters. - Advise business owners and executives on tax planning strategies, including: - Pass-through entity taxation - Estimated tax planning - Compensation planning - State and local tax considerations - Succession and exit planning - Wealth preservation strategies - Review tax projections and planning analyses that support client decision-making. - Research complex tax issues and provide practical recommendations. - Client Relationship Management - Build trusted relationships with clients and serve as a strategic advisor throughout the year. - Participate in planning discussions related to tax, business, and ownership matters. - Collaborate with attorneys, financial planners, bankers, investment advisors, and other external professionals. - Identify opportunities to provide additional value through the firm's advisory, technology, and outsourced accounting services. - Compliance & Technical Review - Review complex individual, fiduciary, gift, and related tax returns, including Forms 1040, 1041, and 709. - Ensure engagements are completed accurately, efficiently, and on schedule. - Maintain high standards of technical quality and regulatory compliance. - Stay informed on tax law developments affecting business owners, trusts, estates, and executives. - Leadership & Team Development - Mentor, coach, and develop Tax Managers, Senior Associates, and Staff. - Provide technical guidance and review work product to support professional growth. - Contribute to training initiatives, process improvements, and best practices within the tax practice. - Help drive operational excellence, scalability, and quality across engagements. Qualifications - Bachelor's degree in Accounting or a related field. - Active CPA or EA license. - 7+ years of public accounting tax experience. - Strong technical knowledge of: - Individual taxation - Fiduciary taxation - Partnership taxation - S corporation taxation - Owner-level tax planning - Experience reviewing complex Forms 1040, 1041, and 709. - Experience advising closely held business owners and executives. - Excellent communication, project management, and relationship-building skills. - Ability to mentor and develop professionals across multiple levels. Requirements - Master's in Taxation (MST), J.D., or LL.M. in Taxation (preferred). - Experience serving architecture, engineering, construction (AEC), or professional services clients (preferred). - Experience supporting mergers and acquisitions, succession planning, or wealth preservation strategies (preferred). - Personal Financial Specialist (PFS), CFP®, or similar advisory credential (preferred). - Experience with tax technology platforms such as CCH Axcess, GoSystem, or ProSystem fx (preferred). - Demonstrated success driving process improvements and practice scalability initiatives (preferred). Benefits - Health & Wellness Your Way: Choose from three medical plans designed to fit different needs and budgets. - Wellness Support: Access to Teladoc's zero-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutrition guidance, and mental health support. - Time Off, When You Need It: Recharge with our flexible PTO policy and enjoy 10 paid holidays. - Flexible Spending Options: Maximize your health and dependent care through employer-backed HSAs and FSAs. - Peace of Mind: Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability. - More Ways to Thrive: Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options.