First seen by our source: just now
Tax Principal
@ W3Global
Oakville, Ontario
SIGNALS
Overview
W3Global is hiring a Tax Principal to lead complex tax planning and advisory engagements for private companies, business owners, trusts, estates and family office clients. The role also covers senior technical review, mentoring tax staff and supporting business development. The posting requires a CPA designation and at least 12 years of public accounting tax experience.
Responsibilities:
- Lead complex private company and family tax planning engagements
- Design estate freezes, reorganizations and succession strategies
- Provide senior technical review of complex tax returns and provisions
- Mentor Tax Managers and deliver internal tax training
- Support business development within client relationships
Requirements summary:
- CPA designation required
- Completion or significant progress in CPA In-Depth Tax Program
- Minimum 12 years of public accounting tax experience
- Strong private company, trust and estate expertise
- Demonstrated complex tax planning and advisory experience
- Exceptional communication and leadership skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-15
- Source record updated
- 2026-11-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business operations |
| Experience | 12+ years |
| Manages people | Yes |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | CPA |
Summary and details written by AI from the posting; the employer’s posting is the authority.
W3Global
| Field | Value |
|---|---|
| Open jobs on Jobsy | 58 |
Job description
Key Responsibilities
Tax Planning & Advisory Leadership
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.
- 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.
- 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.
- 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.
- 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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