Home › Companies › Bakertillywm › Senior Manager, Wealth & Tax Advisory
Senior Manager, Wealth & Tax Advisory
Bakertillywm · Vancouver, British Columbia, V6C 3B7, Canada · Hybrid · Active · $130,000–$170,000 / year · BambooHR
Job facts
| Field | Value |
|---|---|
| Company | Bakertillywm |
| Title | Senior Manager, Wealth & Tax Advisory |
| Normalized title | - |
| Department / team | Family Office |
| Location | Vancouver, Canada |
| Work model | Hybrid / Hybrid |
| Employment type | Full Time |
| Salary | $130,000–$170,000 / year |
| Status | active |
| ATS provider | BambooHR |
| Posted / first seen | 2026-02-05 / 2026-05-30 |
| Changed / last seen | 2026-05-30 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Bakertillywm. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through BambooHR. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Vancouver. | Open |
| Department jobs | Active postings in Family Office. | Open |
| Work model jobs | Active Hybrid postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Bakertillywm |
| Source | 707bf126-4e35-4585-8543-6ebbddb7b2f7 |
| ATS provider | BambooHR |
Description
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.
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.
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.
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
Competitive total compensation package including extended health care, dental and group life benefits
Family benefits - parental leave top-up program for new parents
Matching RRSP plan
Annual bonus program
Health and wellness spending account
Vacation (4 weeks per year) and personal days
Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues
An open-door culture promoting interaction with all staff levels, including partners
A fully stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
Overtime meal and parking reimbursements
A smart casual dress code (client/day specific)
Client referral, employee referral, and vehicle purchase incentives
Many entertaining social events throughout the year
Where you’ll work: Vancouver, BC
Job type: Permanent, Full-time
Your schedule: Monday to Friday
Salary range: $130,000 - $170,000 per annum
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.
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.
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.
#LI-Hybrid
Full job record
| Job ID | eedb7f43f5cf3b0f21fcb41c17bfca8796d44529 |
| Org ID | 7ffe5538-ecfe-4d85-8467-b6e4acc352fd |
| Source ID | 707bf126-4e35-4585-8543-6ebbddb7b2f7 |
| Board ID | 707bf126-4e35-4585-8543-6ebbddb7b2f7 |
| Provider | bamboohr |
| Provider Job Key | 292 |
| Title | Senior Manager, Wealth & Tax Advisory |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Vancouver, British Columbia, V6C 3B7, Canada |
| Department | Family Office |
| Team | — |
| Employment Type | full_time |
| Workplace Type | hybrid |
| Remote Policy | hybrid |
| Country | Canada |
| Region | — |
| City | Vancouver |
| Salary Raw | Salary range: $130,000 - $170,000 per annum Baker Tilly is fair and competitive when it comes to rewarding our pe |
| Salary Min | 130,000 |
| Salary Max | 170,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://bakertillywm.bamboohr.com/careers/292 |
| Apply URL | https://bakertillywm.bamboohr.com/careers/292 |
| First Seen At | 2026-05-30 05:51:24Z |
| Last Seen At | 2026-06-06 10:09:55Z |
| Last Checked At | 2026-06-06 10:09:55Z |
| Last Changed At | 2026-05-30 05:51:24Z |
| Inactive At | — |
| Source Posted At | 2026-02-05 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=bakertillywm/date=2026-06-06/2026-06-06T10-09-54-590Z-a54268b66aca6fa7a512c52343bb1c2baab51d7c15f004c070fe54581077bbce.json |
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"description": "<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Be part of something bigger. Build with us today — Now, for tomorrow.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">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. </span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">We are looking for a <span style=\"font-weight: bold\">Senior Manager, Wealth & Tax Advisory</span> 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.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">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.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold\">Your role</span><br></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">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: </span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts. </span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Partner closely with our financial planners to design integrated wealth, tax, and estate strategies. </span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Support Family Office clients with tax optimization, succession planning, corporate reorganizations, and intergenerational wealth transfer. </span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Identify opportunities to enhance value through proactive planning, cross-disciplinary collaboration, and strategic insight. </span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Build strong client relationships and act as a trusted advisor for families with complex structures and unique needs. </span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Compliance work mostly limited to reviewing Wealth & Family Office related clients. </span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Mentor, coach, and lead team members, contributing to the continued growth of the Wealth & Family Office practice.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">What you bring to the table </span><br></p>\n<ul>\n<li>CPA designation with a minimum of 8+ years of progressive Canadian tax experience. <br></li>\n<li>Deep technical knowledge of Canadian tax legislation, including experience advising high-net-worth individuals, and family enterprises, trusts, estates, and corporate groups.</li>\n<li>Proven experience delivering high-quality advisory engagements and tax planning strategies. </li>\n<li>Exceptional analytical, communication, and client relationship skills. </li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">What’s in it for you? </span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Career growth opportunities</span></li>\n<li><span style=\"font-size: 12pt\">Competitive total compensation package including extended health care, dental and group life benefits</span></li>\n<li><span style=\"font-size: 12pt\">Family benefits - parental leave top-up program for new parents</span></li>\n<li><span style=\"font-size: 12pt\">Matching RRSP plan</span></li>\n<li><span style=\"font-size: 12pt\">Annual bonus program</span></li>\n<li><span style=\"font-size: 12pt\">Health and wellness spending account</span></li>\n<li><span style=\"font-size: 12pt\">Vacation (4 weeks per year) and personal days</span></li>\n<li><span style=\"font-size: 12pt\">Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues</span></li>\n<li><span style=\"font-size: 12pt\">An open-door culture promoting interaction with all staff levels, including partners</span></li>\n<li><span style=\"font-size: 12pt\">A fully stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year</span></li>\n<li><span style=\"font-size: 12pt\">Overtime meal and parking reimbursements</span></li>\n<li><span style=\"font-size: 12pt\">A smart casual dress code (client/day specific)</span></li>\n<li><span style=\"font-size: 12pt\">Client referral, employee referral, and vehicle purchase incentives</span></li>\n<li><span style=\"font-size: 12pt\">Many entertaining social events throughout the year</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 12pt\"><span style=\"font-weight: bold\">Where you’ll work:</span><span> </span>Vancouver, BC</span></p>\n<p><span style=\"font-size: 12pt\"><span style=\"font-weight: bold\">Job type:</span> Permanent, Full-time</span></p>\n<p><span style=\"font-size: 12pt\"><span style=\"font-weight: bold\">Your schedule: </span>Monday to Friday </span></p>\n<p><span style=\"font-size: 12pt\"><span style=\"font-weight: bold\">Salary range:</span><span> $130,000 - $170,000 per annum</span></span></p>\n<p><br></p>\n<p><span style=\"font-size: 12pt\">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 <a href=\"https://acrobat.adobe.com/id/urn:aaid:sc:US:58258dc1-a3d8-4946-900b-45afa1b63113\" target=\"_blank\" rel=\"noopener noreferrer\">here</a>!</span><br></p>\n<p><br></p>\n<p><span style=\"font-size: 12pt\">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. </span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">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.</span><br></p>\n<p><br></p>\n<p><span style=\"font-size: 12pt\">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.</span></p>\n<p><span style=\"font-size: 12pt\"><br></span></p>\n<p><span style=\"font-size: 12pt\"><em>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. 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