A well-respected firm is seeking a Senior Manager – Tax & Advisory
to join their close-knit team. This leadership role is ideal for someone with deep public practice experience who’s ready to go beyond traditional accounting — someone who values strategy, relationships, and legacy as much as technical precision.
About the Role
In this role, you’ll provide oversight on tax and accounting files, guide junior staff, and build meaningful advisory relationships with long-term clients. You’ll work closely with senior leadership to help families and business owners navigate complex transitions — from succession planning and wealth transfer to governance and family dynamics.
This position is best suited for someone who wants to step away from the grind, gain clarity in their career path, and focus on work that matters beyond the numbers.
What You’ll Do
- Review and oversee a variety of engagements including corporate and personal tax, compilations, and family trust work
- Guide and mentor junior team members, helping them develop technical and professional judgment
- Collaborate with senior leadership to deliver holistic advice to clients with complex needs
- Support clients in areas such as succession, estate planning, and intergenerational wealth transfer
- Develop deep, long-term relationships with families and business owners
- Participate in internal process improvements and contribute to firm growth
- CPA designation in good standing
- 7–10+ years of experience in a small or mid-sized public accounting firm
- Proficiency in reviewing files across corporate, personal, and trust tax
- Exposure to private business clients, professional corporations, and family-owned enterprises
- Interest in advisory services that touch on family dynamics, estate planning, and governance
- High emotional intelligence and a thoughtful, client-centered approach
- Patience, calm leadership, and a desire to contribute meaningfully to clients’ long-term success
- (Bonus) Familiarity with clients in the healthcare sector
- Fluency in Cantonese is a plus
This is a rare opportunity to do work that truly matters — supporting families and entrepreneurs through some of their most important decisions. The team is collaborative, grounded, and focused on delivering high-value, high-care service without the grind of a high-churn environment.
You'll be part of a purpose-driven firm that believes in building relationships face-to-face, where culture and mentorship are key — and where your next step could lead to partnership.
