Our client, a growing strategic tax advisory firm, is hiring a Tax Strategist (CPA) to support high-net-worth individuals and business owners with proactive, year-round tax planning.
This is not a traditional tax preparation role. It’s a strategic, client-facing position where you’ll design and implement tax strategies while also reviewing and preparing returns to ensure proper execution.
You’ll work directly with entrepreneurial clients and play a key role in helping them reduce tax liability, build wealth, and make informed financial decisions.
This role is well-suited for someone who enjoys working in a dynamic environment, engaging directly with clients, and solving real-world tax challenges.
Key Responsibilities:
Lead tax planning for LLCs, S-Corps, and high-income individuals
Build and present tailored tax strategies
Lead client conversations and explain complex concepts clearly
Review and prepare tax returns to support strategy execution
Identify tax savings opportunities and long-term planning solutions
Collaborate with internal team on complex tax matters
What We’re Looking For:
Active CPA (required)
5+ years of tax planning and compliance experience
Experience advising business owners and high-income individuals
Strong understanding of S-Corps, LLCs, and closely held businesses
Ability to work independently and take ownership
Comfortable working through complex or evolving client financials and identifying solutions
Strong communication and client-facing skills
High attention to detail and accountability
Growth mindset with a strong sense of ownership;takes pride in their work, builds trusted client relationships, and is motivated by helping business owners solve tax challenges and implement effective strategies
Nice to Have
Multi-state tax experience
Experience in a boutique or advisory firm
Experience managing multiple clients or tax engagements
Why Join
Strategy-focused, year-round work (no traditional busy season)
Direct exposure to business owners and meaningful client impact
High-performance, growth-oriented environment
Competitive compensation + bonus
If you’re a CPA who enjoys strategic thinking, ownership, and working directly with clients, we’d welcome a conversation.
Note: AI may be used to support certain administrative aspects of our recruitment process. However, all applications and resumes are reviewed by qualified human reviewers, and all screening and hiring decisions are made solely by the hiring team.
The posted salary range reflects expected compensation for this role in accordance with Ontario pay transparency requirements. Actual compensation will be determined based on the successful candidate’s experience, skills, and qualifications and may fall anywhere within the range.
#RIMUS
Job Requirements
Tax planning, Tax Strategy, Tax Consultancy, CPA, EA
