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HomeCompaniesBakertillywmSenior 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

FieldValue
CompanyBakertillywm
TitleSenior Manager, Wealth & Tax Advisory
Normalized title-
Department / teamFamily Office
LocationVancouver, Canada
Work modelHybrid / Hybrid
Employment typeFull Time
Salary$130,000–$170,000 / year
Statusactive
ATS providerBambooHR
Posted / first seen2026-02-05 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Bakertillywm.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through BambooHR.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Vancouver.Open
Department jobsActive postings in Family Office.Open
Work model jobsActive Hybrid postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyBakertillywm
Source707bf126-4e35-4585-8543-6ebbddb7b2f7
ATS providerBambooHR

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 IDeedb7f43f5cf3b0f21fcb41c17bfca8796d44529
Org ID7ffe5538-ecfe-4d85-8467-b6e4acc352fd
Source ID707bf126-4e35-4585-8543-6ebbddb7b2f7
Board ID707bf126-4e35-4585-8543-6ebbddb7b2f7
Providerbamboohr
Provider Job Key292
TitleSenior Manager, Wealth & Tax Advisory
Normalized Title
Statusactive
Activeyes
Location TextVancouver, British Columbia, V6C 3B7, Canada
DepartmentFamily Office
Team
Employment Typefull_time
Workplace Typehybrid
Remote Policyhybrid
CountryCanada
Region
CityVancouver
Salary RawSalary range: $130,000 - $170,000 per annum Baker Tilly is fair and competitive when it comes to rewarding our pe
Salary Min130,000
Salary Max170,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://bakertillywm.bamboohr.com/careers/292
Apply URLhttps://bakertillywm.bamboohr.com/careers/292
First Seen At2026-05-30 05:51:24Z
Last Seen At2026-06-06 10:09:55Z
Last Checked At2026-06-06 10:09:55Z
Last Changed At2026-05-30 05:51:24Z
Inactive At
Source Posted At2026-02-05 00:00:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=bakertillywm/date=2026-06-06/2026-06-06T10-09-54-590Z-a54268b66aca6fa7a512c52343bb1c2baab51d7c15f004c070fe54581077bbce.json
Event Fields
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Parsed Structured
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Extensions
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Native Structured
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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 &amp; 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 &amp; Tax Advisory within our Wealth &amp; 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 &amp; 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 &amp; 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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